Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
THE SCRIPPS RESEARCH INSTITUTE
EIN 33-0435954researchLatest filing 2024
Plans
5
Retirement
4
$669.5M assets
Welfare
1
$5.7M premiums
Participants
10,029
10550 NORTH TORREY PINES ROAD - LA JOLLA, CA 92037858-784-8300scripps.eduLinkedIn1001-5000 employeesresearch
Retirement portfolio analytics
4 plans aggregated / $669.5M assets / 8,430 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $5.7M premiums / 1,978 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$1.0M
- Life$1.0M
- Short-term disability$1.0M
- Long-term disability$1.0M
- Vision$132K
Carrier market share
Premium dollars by Schedule A carrier
79%top
- AETNA LIFE INSURANCE COMPANY79%
- PRUDENTIAL INSURANCE COMPANY OF AMERICA18%
- VISION SERVICE PLAN2%
Broker market share
Schedule A broker compensation
100%top
- MARSH & MCLENNAN AGENCY LLC100%
- IMG0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
THE SCRIPPS RESEARCH INSTITUTE FACULTY AND MANAGEMENT RETIREMENT PLAN
MoneyPurchase
Assets$304.3M
Participants993
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
THE SCRIPPS RESEARCH INSTITUTE TAX SHELTERED ANNUITY PLAN
403b
Assets$272.5M
Participants4,041
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
THE SCRIPPS RESEARCH INSTITUTE CASH BALANCE RETIREMENT PLAN
CashBalance
Assets$64.9M
Participants1,517
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
THE SCRIPPS RESEARCH INSTITUTE EMPLOYEE RETIREMENT PLAN
ProfitSharing
Assets$27.7M
Participants1,879
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
THE SCRIPPS RESEARCH INSTITUTE GROUP WELFARE BENEFIT PLAN
Mixed - AETNA HEALTH OF CALIFORNIA INC.
Premiums$5.7M
Covered lives1,978
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans4
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | THE SCRIPPS RESEARCH INSTITUTE FACULTY AND MANAGEMENT RETIREMENT PLAN | MoneyPurchase | $304.3M | 993 | 2024 | |
| 002 | THE SCRIPPS RESEARCH INSTITUTE TAX SHELTERED ANNUITY PLAN | 403b | $272.5M | 4,041 | 2024 | |
| 001 | THE SCRIPPS RESEARCH INSTITUTE CASH BALANCE RETIREMENT PLAN | CashBalance | $64.9M | 1,517 | 2024 | |
| 004 | THE SCRIPPS RESEARCH INSTITUTE EMPLOYEE RETIREMENT PLAN | ProfitSharing | $27.7M | 1,879 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | THE SCRIPPS RESEARCH INSTITUTE GROUP WELFARE BENEFIT PLAN | Mixed | AETNA HEALTH OF CALIFORNIA INC. | $5.7M | 1,978 | 2024 |
Retirement plans
Welfare plans