Pension Plan For Employees Of Phipps Houses And Affiliates — Form 5500 plan (Phipps Houses)
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, Pension Plan For Employees Of Phipps Houses And Affiliates is a benefit plan reported by Phipps Houses under EIN 11-1187480 and plan number 001. The latest loaded filing year is 2023. The filing reports 368 participants and $51,729,644 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Phipps Houses
- EIN
- 11-1187480
- Plan number
- 001
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 368
- End-of-year plan assets
- $51,729,644
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 368 | H, C | 20241015211254NAL0030929745001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $51,729,644
- Total liabilities (EOY)
- $122,334
- Net assets (EOY)
- $51,607,310
- Net assets (BOY)
- $49,964,257
Income & contributions
- Employer contributions
- $0
- Total contributions
- $0
- Total income / additions
- $8,228,431
Expenses & distributions
- Benefits paid
- $5,974,444
- Administrative expenses
- $610,934
- Total expenses
- $6,585,378
- Net increase / (decrease)
- $1,643,053
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Buck Global LLC | NONE | $91,527 | not reported in the loaded dataset | 2023 |
| Harper Danesh LLC | NONE | $50,000 | not reported in the loaded dataset | 2023 |
| Crewcial Partners | NONE | $44,947 | not reported in the loaded dataset | 2023 |
| Eagle Capital Mgmt LLC | NONE | $32,984 | $0 | 2023 |
| Wgi Emerging Markets Fund LLC | NONE | $31,017 | $0 | 2023 |
| Wilmington Trust | NONE | $26,516 | $0 | 2023 |
| Cove Street Capital | NONE | $19,344 | $0 | 2023 |
| Colchester Global Bond Fund | NONE | $8,654 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Phipps Houses
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Buck Global LLC — Schedule C compensation
- Harper Danesh LLC — Schedule C compensation
- Crewcial Partners — Schedule C compensation
- Eagle Capital Mgmt LLC — Schedule C compensation
- Wgi Emerging Markets Fund LLC — Schedule C compensation
- Wilmington Trust — Schedule C compensation
- Cove Street Capital — Schedule C compensation
- Colchester Global Bond Fund — Schedule C compensation