California Institute Of The Arts Retirement Plan — Form 5500 plan (California Institute Of The Arts)
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, California Institute Of The Arts Retirement Plan is a benefit plan reported by California Institute Of The Arts under EIN 95-6102146 and plan number 001. The latest loaded filing year is 2023. The filing reports 771 participants and $89,928,942 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- California Institute Of The Arts
- EIN
- 95-6102146
- Plan number
- 001
- Plan type
- 2
- Location
- Valencia, CA
- Latest filing year
- 2023
- Participants
- 771
- End-of-year plan assets
- $89,928,942
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 771 | H, C | 20241010143332NAL0036139296001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $89,928,942
- Net assets (EOY)
- $89,928,942
- Net assets (BOY)
- $76,617,278
Income & contributions
- Employer contributions
- $2,060,028
- Participant contributions
- $2,923,327
- Total contributions
- $5,006,315
- Total income / additions
- $17,001,838
Expenses & distributions
- Benefits paid
- $3,604,177
- Administrative expenses
- $58,624
- Total expenses
- $3,690,174
- Net increase / (decrease)
- $13,311,664
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $58,624 | $0 | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |