The Huntington Library, Art Museum, And Botanical Gardens 403(B) Savings & Retirement Plan — Form 5500 plan (The Huntington Library, Art Museum, And Botanical Gardens)

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 Huntington Library, Art Museum, And Botanical Gardens 403(B) Savings & Retirement Plan is a benefit plan reported by The Huntington Library, Art Museum, And Botanical Gardens under EIN 95-1644589 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,052 participants and $87,112,826 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Huntington Library, Art Museum, And Botanical Gardens
EIN
95-1644589
Plan number
001
Plan type
2
Location
San Marino, CA
Latest filing year
2023
Participants
1,052
End-of-year plan assets
$87,112,826

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,052H, C20241003184427NAL0018516032001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$87,112,826
Total liabilities (EOY)
$0
Net assets (EOY)
$87,112,826
Net assets (BOY)
$75,449,783

Income & contributions

Employer contributions
$2,337,582
Participant contributions
$2,243,102
Total contributions
$4,613,946
Total income / additions
$16,757,542

Expenses & distributions

Benefits paid
$5,021,975
Administrative expenses
$44,879
Total expenses
$5,094,499
Net increase / (decrease)
$11,663,043

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cliftonlarsonallen LlpACCOUNTING$22,680not reported in the loaded dataset2023
Rbc Capital MarketsCONSULTANT$16,875not reported in the loaded dataset2023
TiaaRECORDKEEPER$6,824$02023

Related Form 5500 pages