Carnegie Institution Of Washington — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Carnegie Institution Of Washington (EIN 53-0196523) is a plan sponsor located in Washington, DC with 3 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
53-0196523
Location
Washington, DC
Loaded plans
3
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$295,899,072
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$295,899,072

Contributions & income

Employer contributions
$6,179,256
Participant contributions
$2,631,144
Total income / additions
$45,807,683

Expenses & distributions

Benefits paid / distributions
$14,823,111
Total expenses
$15,051,794
Net increase / (decrease)
$30,755,889

Coverage

Total reported participants
2,409
Plans with financial statements
2
Plans with provider compensation
3

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Carnegie Institution Of Washington plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Carnegie Institution Of Washington Retirement Plan0011,267$224,631,0262023
Carnegie Institution Of Washington Supplemental Retirement Annuity (Sra) Plan002778$71,268,0462023
Carnegie Institution Of Washington Health And Welfare Plan510364not reported in the loaded dataset2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Carnegie Institution Of Washington
YearPlanParticipantsSchedulesFiling
2023Carnegie Institution Of Washington Health And Welfare Plan364C20240701110347NAL0003736865001
2023Carnegie Institution Of Washington Retirement Plan1,267H, C20250415181838NAL0003771985001
2023Carnegie Institution Of Washington Supplemental Retirement Annuity (Sra) Plan778H, C20250415182007NAL0003772129001

Related Form 5500 pages