Howard Hughes Medical Institute Retiree Welfare Benefit 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 Retiree Welfare Benefit Plan is a benefit plan reported by Howard Hughes Medical Institute under EIN 59-0735717 and plan number 508. The latest loaded filing year is 2023. The filing reports 893 participants and $41,261,894 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
- 508
- Plan type
- 2
- Location
- Chevy Chase, MD
- Latest filing year
- 2023
- Participants
- 893
- End-of-year plan assets
- $41,261,894
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 893 | H, C | 20240916155750NAL0001706145001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $41,261,894
- Total liabilities (EOY)
- $451,043
- Net assets (EOY)
- $40,810,851
- Net assets (BOY)
- $38,669,568
Income & contributions
- Employer contributions
- $6,240,724
- Participant contributions
- $2,065,819
- Total contributions
- $8,306,543
- Total income / additions
- $10,912,474
Expenses & distributions
- Benefits paid
- $8,255,377
- Administrative expenses
- $515,814
- Total expenses
- $8,771,191
- Net increase / (decrease)
- $2,141,283
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Carefirst Of Maryland, Inc. | NONE | $322,620 | not reported in the loaded dataset | 2023 |
| Wex Health, Inc. | NONE | $92,019 | not reported in the loaded dataset | 2023 |
| Tiaa | TRUSTEE | $49,132 | not reported in the loaded dataset | 2023 |
| Delta Dental | NONE | $30,736 | not reported in the loaded dataset | 2023 |
| Health Advocate | NONE | $11,465 | not reported in the loaded dataset | 2023 |
| Vision Service Plan | NONE | $9,843 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Howard Hughes Medical Institute
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Chevy Chase, MD
- Carefirst Of Maryland, Inc. — Schedule C compensation
- Wex Health, Inc. — Schedule C compensation
- Tiaa — Schedule C compensation
- Delta Dental — Schedule C compensation
- Health Advocate — Schedule C compensation
- Vision Service Plan — Schedule C compensation