Plan5500

The Cultural Institutions Pension Plan — Form 5500 plan (The Cultural Institutions Retirement System)

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, The Cultural Institutions Pension Plan is a benefit plan reported by The Cultural Institutions Retirement System under EIN 11-2001170 and plan number 001. The latest loaded filing year is 2023. The filing reports 23,430 participants and $1,567,883,106 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Cultural Institutions Retirement System
EIN
11-2001170
Plan number
001
Plan type
1
Location
New York, NY
Latest filing year
2023
Participants
23,430
End-of-year plan assets
$1,567,883,106

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202323,430H, C20251223165015NAL0005993491001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,567,883,106
Total liabilities (EOY)
$35,796,609
Net assets (EOY)
$1,532,086,497
Net assets (BOY)
$1,441,511,553

Income & contributions

Employer contributions
$61,248,436
Participant contributions
$4,592,483
Total contributions
$65,840,919
Total income / additions
$213,603,303

Expenses & distributions

Benefits paid
$112,204,636
Administrative expenses
$10,823,723
Total expenses
$123,028,359
Net increase / (decrease)
$90,574,944

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Investment GroupNONE$2,002,714$02023
Arrowstreet Capital, LpNONE$1,412,975not reported in the loaded dataset2023
Schulte Roth & ZabelNONE$896,690not reported in the loaded dataset2023
M. ScadutoEMPLOYEE OF THE EMPLOYER$257,102not reported in the loaded dataset2023
Northern Trust CompanyNONE$215,044not reported in the loaded dataset2023
Wellington Trust CompanyNONE$213,249not reported in the loaded dataset2023
Numeric Investors LLCNONE$210,121not reported in the loaded dataset2023
R. ScheerEMPLOYEE OF THE EMPLOYER$186,954not reported in the loaded dataset2023
R. SinghEMPLOYEE OF THE EMPLOYER$168,889not reported in the loaded dataset2023
M. KolleEMPLOYEE OF THE EMPLOYER$133,927not reported in the loaded dataset2023
Stepstone Group LpNONE$130,125not reported in the loaded dataset2023
Acadian Asset Management HqNONE$99,747not reported in the loaded dataset2023
P. McsharryEMPLOYEE OF THE EMPLOYER$99,124not reported in the loaded dataset2023
Marathon Asset Management Ltd.NONE$88,621not reported in the loaded dataset2023
W. ChingEMPLOYEE OF THE EMPLOYER$84,575not reported in the loaded dataset2023
Silchester International Investors,NONE$79,979not reported in the loaded dataset2023
Pkf O'Connor Davies, LlpNONE$75,000not reported in the loaded dataset2023
L. CharleyEMPLOYEE OF THE EMPLOYER$68,515not reported in the loaded dataset2023
S. BarrosEMPLOYEE OF THE EMPLOYER$66,755not reported in the loaded dataset2023
Lsv Asset ManagementNONE$61,641not reported in the loaded dataset2023
MiraimageINDEPENDENT- CONTRACTOR$60,080not reported in the loaded dataset2023
Seagall Bryant & HamillNONE$51,679not reported in the loaded dataset2023
C. KwanEMPLOYEE OF THE EMPLOYER$50,190not reported in the loaded dataset2023
E. MantayEMPLOYEE OF EMPLOYER$47,361not reported in the loaded dataset2023
J. PetriniEMPLOYEE OF THE EMPLOYER$46,912not reported in the loaded dataset2023
J. CosseanEMPLOYEE OFTHE EMPLOYER$45,961not reported in the loaded dataset2023
Sands Capital Management, LLCNONE$44,732$02023
K. AgbabiakaEMPLOYEE OF EMPLOYER$41,915not reported in the loaded dataset2023
S. JosephEMPLOYEE OF THE EMPLOYER$39,655not reported in the loaded dataset2023
A. JonesEMPLOYEE OF THE EMPLOYER$39,463not reported in the loaded dataset2023
M. DohertyEMPLOYEE OF THE EMPLOYER$36,140not reported in the loaded dataset2023
T. LozadaEMPLOYEE OF THE EMPLOYER$34,498not reported in the loaded dataset2023
Segal & Co.NONE$33,500$02023
K. JosephEMPLOYEE OF THE EMPLOYER$29,115not reported in the loaded dataset2023
BlackrockNONE$27,014not reported in the loaded dataset2023
D. CooperEMPLOYEE OF EMPLOYER$25,455not reported in the loaded dataset2023
State Street Research & InvestmentNONE$23,931not reported in the loaded dataset2023
Buck ConsultantsNONE$10,435not reported in the loaded dataset2023
Rhumbline AdvisersNONE$5,454not reported in the loaded dataset2023
Day Pitney LlpNONE$3,581not reported in the loaded dataset2023

Related Form 5500 pages