The Scripps Research Institute Cash Balance Retirement Plan
Corporate pension, based in LA Jolla, California, reporting $64.9M in assets, for 1,542 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 1 Jan 2024, The Scripps Research Institute Cash Balance Retirement Plan funded ratio 85.6% -> 83.5% (2023-01-01 to 2024-01-01).
2 more advisers
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Capital path
who backs this record, through what, into what; each name opens its own path- NT Collective Govt Short Term Invt3 commitments
- Northern Trust Investments, Inc.3 commitments
Relationship network
11 connected entities3 observed commitments2 repeat counterpartiescommitments 2022 to 2024
From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.
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- Fund or vehicle
- Service provider
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›How strength and recency are read
Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
Allocation policy
- U.S. Government securities 16.0%
- Partnership/joint venture interests 80.3%
- Common/collective trusts 1.0%
Consultants and advisers
- Strategic Investment Management, LLC Investment adviser (plan)through Dec 31, 2022 Form 5500
- Fidelity Institutional Asset Mgmt Trusteethrough Dec 31, 2023 Form 5500
- Willis Towers Watson US LLC Actuarythrough Dec 31, 2022 Form 5500
+2 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
People
Manager roster
- Northern Trust Investments, Inc.3 rows, latest Dec 31, 2024
What changed
- Jan 1, 2024Funded status changedThe Scripps Research Institute Cash Balance Retirement Plan funded ratio 85.6% -> 83.5% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Manager relationship endedinferenceBrown Brothers Harriman & Co. no longer appears on The Scripps Research Institute Cash Balance Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Brown Brothers Harrimanaskebsa.dol.gov
- Dec 31, 2023Manager relationship startedFidelity Institutional Asset Manage appears on The Scripps Research Institute Cash Balance Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Fidelity Institutional Asset Mgmtaskebsa.dol.gov
- Jan 1, 2023Funded status changedThe Scripps Research Institute Cash Balance Retirement Plan funded ratio 94.9% -> 85.6% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedThe Scripps Research Institute Cash Balance Retirement Plan plan assets $80M -> $60M (-24.6%, 2022-01-01 to 2023-01-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | NT Collective Govt Short Term Invtcollective trust | Northern Trust Investments, Inc. | Cash | $623,071 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | NT Collective Govt Short Term Invtcollective trust | Northern Trust Investments, Inc. | Cash | $1.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | NT Collective Govt Short Term Invtcollective trust | Northern Trust Investments, Inc. | Cash | $5.5M held | Disclosed holding | askebsa.dol.gov |
Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 1,542 | $61.5M | $69.1M | 83.5% | $64.9M | $52.1M | $0 | $0 |
| 2023 to Dec 31, 2023 | 1,573 | $60.1M | $69.0M | 85.6% | $61.5M | $46.3M | $0 | $0 |
| 2022 to Dec 31, 2022 | 1,654 | $79.8M | $71.5M | 94.9% | $65.2M | $53.0M | $0 | $0 |
- Willis Towers Watson US LLC codes 11 17 50 $294,848 PY2024
- Strategic Investment Management LLC codes 27 28 51 $179,741 PY2024
- The Northern Trust Company codes 21 25 28 50 52 62 $49,976 PY2024
+18 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
The Scripps Research Institute Cash Balance Retirement Plan sits on 1 traced path of capital across the graphs.
DFX traced 1 path of capital through this record
Every record on each path, what it committed or lent, and as of when.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Funded status changed2024-01-01source on record
- Manager relationship ended2023-12-31source on record
- Manager relationship started2023-12-31source on record
+2 more changes on this record's ledger
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The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.
›Connections
every published relationship on the graph
+6 connections on the graph
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