Howard Hughes Medical Institute Retirement Savings Plan — Form 5500 plan (Howard Hughes Medical Institute)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Howard Hughes Medical Institute Retirement Savings Plan is a benefit plan reported by Howard Hughes Medical Institute under EIN 59-0735717 and plan number 007. The latest loaded filing year is 2023. The filing reports 13,405 participants and $1,798,525,441 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Howard Hughes Medical Institute
EIN
59-0735717
Plan number
007
Plan type
2
Location
Chevy Chase, MD
Latest filing year
2023
Participants
13,405
End-of-year plan assets
$1,798,525,441

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202313,405H, C20240916155455NAL0001701713001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,798,525,441
Total liabilities (EOY)
$0
Net assets (EOY)
$1,798,525,441
Net assets (BOY)
$1,577,982,767

Income & contributions

Employer contributions
$26,397,260
Participant contributions
$19,550,131
Total contributions
$48,100,036
Total income / additions
$303,220,202

Expenses & distributions

Benefits paid
$82,382,405
Administrative expenses
$295,123
Total expenses
$82,677,528
Net increase / (decrease)
$220,542,674

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
TiaaRECORDKEEPER$257,531$02023
Cap Financial Partners,LLCNONE$37,593not reported in the loaded dataset2023

Related Form 5500 pages