2023 Form 5500 filing — The Winterthur Museum Pension Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241014082709NAL0014646419001) for The Winterthur Museum Pension Plan, reported by The Henry Francis Du Pont Winterthur Museum, Inc. under EIN 51-0066038 and plan number 001. It reports 383 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014082709NAL0014646419001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Henry Francis Du Pont Winterthur Museum, Inc.
- EIN
- 51-0066038
- Plan number
- 001
- Location
- Winterthur, DE
- Participants
- 383
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $42,315,750
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $42,315,750
- Employer contributions
- $575,062
- Total income / additions
- $3,760,511
- Benefits paid
- $3,249,171
- Administrative expenses
- $640,655
- Total expenses
- $3,889,826
- Net increase / (decrease)
- -$129,315
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mercer | NONE | $515,349 | not reported in the loaded dataset |
| Citibank, N.A. | NONE | $58,539 | not reported in the loaded dataset |
| Wilmington Trust, N.A. | PLAN CUSTODIAN | $29,997 | not reported in the loaded dataset |