Retirement Plan For Employees Of The Carnegie Hall Corporation — Form 5500 plan (Carnegie Hall Corporation)
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, Retirement Plan For Employees Of The Carnegie Hall Corporation is a benefit plan reported by Carnegie Hall Corporation under EIN 13-1923626 and plan number 001. The latest loaded filing year is 2023. The filing reports 415 participants and $43,130,684 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Carnegie Hall Corporation
- EIN
- 13-1923626
- Plan number
- 001
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 415
- End-of-year plan assets
- $43,130,684
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 415 | H, C | 20250415123628NAL0003268449001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $43,130,684
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $43,130,684
- Net assets (BOY)
- $38,231,881
Income & contributions
- Employer contributions
- $3,117,928
- Total contributions
- $3,117,928
- Total income / additions
- $9,311,656
Expenses & distributions
- Benefits paid
- $4,040,985
- Administrative expenses
- $371,868
- Total expenses
- $4,412,853
- Net increase / (decrease)
- $4,898,803
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner | NONE | $239,678 | $0 | 2023 |
| Milliman | NONE | $97,079 | not reported in the loaded dataset | 2023 |
| Bank Of America | NONE | $28,912 | not reported in the loaded dataset | 2023 |
| Brighthouse Life Insurance Company | NONE | $6,199 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Carnegie Hall Corporation
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Merrill Lynch, Pierce, Fenner — Schedule C compensation
- Milliman — Schedule C compensation
- Bank Of America — Schedule C compensation
- Brighthouse Life Insurance Company — Schedule C compensation