The Shubert Organization, Inc. Employees Pension Plan — Form 5500 plan (The Shubert Organization, Inc.)
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 Shubert Organization, Inc. Employees Pension Plan is a benefit plan reported by The Shubert Organization, Inc. under EIN 13-2751366 and plan number 001. The latest loaded filing year is 2023. The filing reports 465 participants and $181,843,595 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$181.7MPlan net assets, end of year$181,682,261
Participants465Covered participants reported
Assets / participant$391.1KComputed: assets ÷ participants$391,061 (computed)
Provider compensation$467K1 Schedule C provider row(s)$467,021
- Plan sponsor
- The Shubert Organization, Inc.
- EIN
- 13-2751366
- Plan number
- 001
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 465 | H, C | 20250811142312NAL0003994227001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$181.8M total assets
Net assets$181.7MLiabilities$161.3K
Full reported line items
Net assets
- Total assets (EOY)
- $181,843,595
- Total liabilities (EOY)
- $161,334
- Net assets (EOY)
- $181,682,261
- Net assets (BOY)
- $148,194,390
Income & contributions
- Total contributions
- $0
- Total income / additions
- $38,916,166
Expenses & distributions
- Benefits paid
- $4,916,634
- Administrative expenses
- $511,661
- Total expenses
- $5,428,295
- Net increase / (decrease)
- $33,487,871
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Total expenses ÷ net assets3%Computed ratio
Benefits paid ÷ total income13%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| 1919 Investment Counsel, LLC | NONE | $467,021 | not reported in the loaded dataset | 2023 |