The Monterey Bay Aquarium Retirement Plan — Form 5500 plan (The Monterey Bay Aquarium Foundation)
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, The Monterey Bay Aquarium Retirement Plan is a benefit plan reported by The Monterey Bay Aquarium Foundation under EIN 94-2487469 and plan number 001. The latest loaded filing year is 2023. The filing reports 917 participants and $100,357,580 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Monterey Bay Aquarium Foundation
- EIN
- 94-2487469
- Plan number
- 001
- Plan type
- 2
- Location
- Monterey, CA
- Latest filing year
- 2023
- Participants
- 917
- End-of-year plan assets
- $100,357,580
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 917 | H, C | 20241015131438NAL0016466003001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $100,357,580
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $100,357,580
- Net assets (BOY)
- $90,029,652
Income & contributions
- Employer contributions
- $2,628,091
- Participant contributions
- $3,707,599
- Total contributions
- $6,688,177
- Total income / additions
- $22,449,177
Expenses & distributions
- Benefits paid
- $11,928,663
- Administrative expenses
- $192,586
- Total expenses
- $12,121,249
- Net increase / (decrease)
- $10,327,928
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fid Inv Inst Ops Co | RECORDKEEPER | $76,998 | $0 | 2023 |
| Sageview Advisory Group, LLC | INVESTMENT ADVISOR | $70,809 | not reported in the loaded dataset | 2023 |
| Hood & Strong Llp | AUDITOR | $18,195 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $17,906 | not reported in the loaded dataset | 2023 |
| Relation Insurance Services | NONE | $6,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Monterey Bay Aquarium Foundation
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Monterey, CA
- Fid Inv Inst Ops Co — Schedule C compensation
- Sageview Advisory Group, LLC — Schedule C compensation
- Hood & Strong Llp — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Relation Insurance Services — Schedule C compensation