The Andrew W. Mellon Foundation Savings Plan — Form 5500 plan (The Andrew W. Mellon Foundation)
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 Andrew W. Mellon Foundation Savings Plan is a benefit plan reported by The Andrew W. Mellon Foundation under EIN 13-1879954 and plan number 002. The latest loaded filing year is 2023. The filing reports 258 participants and $25,408,720 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Andrew W. Mellon Foundation
- EIN
- 13-1879954
- Plan number
- 002
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 258
- End-of-year plan assets
- $25,408,720
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 258 | H, C | 20241011091659NAL0012318467001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $25,408,720
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,408,720
- Net assets (BOY)
- $20,136,075
Income & contributions
- Participant contributions
- $2,079,477
- Total contributions
- $2,327,061
- Total income / additions
- $6,217,713
Expenses & distributions
- Benefits paid
- $944,575
- Administrative expenses
- $493
- Total expenses
- $945,068
- Net increase / (decrease)
- $5,272,645
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Instl.Ops.Co | RECORDKEEPER | $493 | $0 | 2023 |