Plan5500

New York City Ballet, Inc 403(B) Plan — Form 5500 plan (New York City Ballet, 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, New York City Ballet, Inc 403(B) Plan is a benefit plan reported by New York City Ballet, Inc under EIN 13-2947386 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,422 participants and $66,051,061 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
New York City Ballet, Inc
EIN
13-2947386
Plan number
002
Plan type
2
Location
New York, NY
Latest filing year
2023
Participants
1,422
End-of-year plan assets
$66,051,061

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,422H, C20241015093543NAL0014323795001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$66,051,061
Total liabilities (EOY)
$0
Net assets (EOY)
$66,051,061
Net assets (BOY)
$57,942,234

Income & contributions

Employer contributions
$423,616
Participant contributions
$2,444,345
Total contributions
$2,991,498
Total income / additions
$10,766,735

Expenses & distributions

Benefits paid
$2,352,061
Administrative expenses
$282,059
Total expenses
$2,657,908
Net increase / (decrease)
$8,108,827

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lincoln National CorporationSERVICE PROVIDER$206,803$02023
Capfinancial PartnersSERVICE PROVIDER$55,306not reported in the loaded dataset2023
Eisneramper LlpAUDIT$19,950not reported in the loaded dataset2023

Related Form 5500 pages