Monterey Bay Aquarium Research Institute 403(B) Plan — Form 5500 plan (Monterey Bay Aquarium Research 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, Monterey Bay Aquarium Research Institute 403(B) Plan is a benefit plan reported by Monterey Bay Aquarium Research Institute under EIN 77-0150580 and plan number 002. The latest loaded filing year is 2023. The filing reports 264 participants and $124,071,832 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$124.1MPlan net assets, end of year$124,071,832
Participants264Covered participants reported
Assets / participant$470KComputed: assets ÷ participants$469,969 (computed)
Provider compensationNone reported4 Schedule C provider row(s)
- Plan sponsor
- Monterey Bay Aquarium Research Institute
- EIN
- 77-0150580
- Plan number
- 002
- Plan type
- 2
- Location
- Moss Landing, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 264 | H, C | 20241011170653NAL0011214131001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$124.1M total assets
Net assets$124.1MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $124,071,832
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $124,071,832
- Net assets (BOY)
- $106,222,480
Income & contributions
- Employer contributions
- $2,655,710
- Participant contributions
- $2,300,507
- Total contributions
- $5,340,829
- Total income / additions
- $24,194,231
Expenses & distributions
- Benefits paid
- $6,358,690
- Administrative expenses
- -$13,811
- Total expenses
- $6,344,879
- Net increase / (decrease)
- $17,849,352
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
54%46%
Employer 54%Participant 46%
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income26%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $67,914 | not reported in the loaded dataset | 2023 |
| Lion Street Advisors, LLC | CONSULTANT | $27,500 | not reported in the loaded dataset | 2023 |
| Moss Adams Llp | ACCOUNTANT/AUDITOR | $16,274 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$125,499 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Monterey Bay Aquarium Research Institute
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Moss Landing, CA
- Strategic Advisors, Inc. — Schedule C compensation
- Lion Street Advisors, LLC — Schedule C compensation
- Moss Adams Llp — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation