Retiree Group Medical Benefits 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, Retiree Group Medical Benefits Plan is a benefit plan reported by The Rand Corporation under EIN 95-1958142 and plan number 513. The latest loaded filing year is 2023. The filing reports 365 participants and $26,021,037 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
- 513
- Plan type
- 2
- Location
- Santa Monica, CA
- Latest filing year
- 2023
- Participants
- 365
- End-of-year plan assets
- $26,021,037
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 365 | H, C | 20241015120535NAL0016320435001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $26,021,037
- Total liabilities (EOY)
- $46,571
- Net assets (EOY)
- $25,974,466
- Net assets (BOY)
- $23,946,524
Income & contributions
- Participant contributions
- $236,246
- Total contributions
- $236,246
- Total income / additions
- $3,274,052
Expenses & distributions
- Benefits paid
- $1,210,306
- Administrative expenses
- $35,804
- Total expenses
- $1,246,110
- Net increase / (decrease)
- $2,027,942
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Rocaton Investment Advisors, LLC | NONE | $26,931 | $0 | 2023 |
| Harbourvest Partners, Lp | NONE | $10,452 | $0 | 2023 |