The Rand Corporation 403(B) Savings Plan — Form 5500 plan (The Rand Corporation)

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 Rand Corporation 403(B) Savings Plan is a benefit plan reported by The Rand Corporation under EIN 95-1958142 and plan number 003. The latest loaded filing year is 2023. The filing reports 2,999 participants and $545,894,838 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Rand Corporation
EIN
95-1958142
Plan number
003
Plan type
2
Location
Santa Monica, CA
Latest filing year
2023
Participants
2,999
End-of-year plan assets
$545,894,838

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,999H, C20241015123114NAL0016390291001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$545,894,838
Total liabilities (EOY)
$0
Net assets (EOY)
$545,894,838
Net assets (BOY)
$472,987,142

Income & contributions

Participant contributions
$19,113,830
Total contributions
$20,741,982
Total income / additions
$101,195,954

Expenses & distributions

Benefits paid
$28,174,820
Administrative expenses
$100,892
Total expenses
$28,288,258
Net increase / (decrease)
$72,907,696

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Vanguard Group Inc.RECORD KEEPER$102,992not reported in the loaded dataset2023

Related Form 5500 pages