Whitney Museum Of American Art Retirement Plan — Form 5500 plan (Whitney Museum Of American Art)
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, Whitney Museum Of American Art Retirement Plan is a benefit plan reported by Whitney Museum Of American Art under EIN 13-1789318 and plan number 002. The latest loaded filing year is 2023. The filing reports 179 participants and $11,664,272 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Whitney Museum Of American Art
- EIN
- 13-1789318
- Plan number
- 002
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 179
- End-of-year plan assets
- $11,664,272
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 179 | H, C | 20250725133622NAL0007501632001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,664,272
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,664,272
- Net assets (BOY)
- $10,443,648
Income & contributions
- Employer contributions
- $392,894
- Total contributions
- $392,894
- Total income / additions
- $1,923,183
Expenses & distributions
- Benefits paid
- $652,069
- Administrative expenses
- $50,490
- Total expenses
- $702,559
- Net increase / (decrease)
- $1,220,624
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Financial Group | NONE | $21,499 | $0 | 2023 |
| Bmo Financial Group | NONE | $18,750 | not reported in the loaded dataset | 2023 |
| Gardner, Russo & Gardner LLC | NONE | $5,575 | not reported in the loaded dataset | 2023 |