Zoological Society Of San Diego Restated Pension Plan For Union Employees — Form 5500 plan (San Diego Zoo Wildlife Alliance)
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, Zoological Society Of San Diego Restated Pension Plan For Union Employees is a benefit plan reported by San Diego Zoo Wildlife Alliance under EIN 95-1648219 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,833 participants and $102,703,951 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- San Diego Zoo Wildlife Alliance
- EIN
- 95-1648219
- Plan number
- 002
- Plan type
- 2
- Location
- San Diego, CA
- Latest filing year
- 2023
- Participants
- 1,833
- End-of-year plan assets
- $102,703,951
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,833 | H, C | 20241014190045NAL0026984689001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $102,703,951
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $102,703,951
- Net assets (BOY)
- $100,429,903
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $0
- Total contributions
- $0
- Total income / additions
- $7,726,071
Expenses & distributions
- Benefits paid
- $4,007,825
- Administrative expenses
- $1,444,198
- Total expenses
- $5,452,023
- Net increase / (decrease)
- $2,274,048
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mcgriff Insurance, LLC | NONE | $179,619 | not reported in the loaded dataset | 2023 |
| U.S. Bank National Association | TRUSTEE | $75,939 | not reported in the loaded dataset | 2023 |
| Meketa Investment Group | NONE | $37,500 | not reported in the loaded dataset | 2023 |
| Metlife Investment Management | NONE | $29,539 | not reported in the loaded dataset | 2023 |
| Blackrock Institutional Trust Co. | NONE | $16,966 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for San Diego Zoo Wildlife Alliance
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Diego, CA
- Mcgriff Insurance, LLC — Schedule C compensation
- U.S. Bank National Association — Schedule C compensation
- Meketa Investment Group — Schedule C compensation
- Metlife Investment Management — Schedule C compensation
- Blackrock Institutional Trust Co. — Schedule C compensation