Carnegie Institute Defined Contribution And Tax Deferred Annuity Retirement Plan — Form 5500 plan (Carnegie Institute)
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, Carnegie Institute Defined Contribution And Tax Deferred Annuity Retirement Plan is a benefit plan reported by Carnegie Institute under EIN 25-0965280 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,099 participants and $80,904,882 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Carnegie Institute
- EIN
- 25-0965280
- Plan number
- 001
- Plan type
- 2
- Location
- Pittsburgh, PA
- Latest filing year
- 2023
- Participants
- 1,099
- End-of-year plan assets
- $80,904,882
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,099 | H, C | 20240930160137NAL0002747795001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $80,904,882
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $80,904,882
- Net assets (BOY)
- $73,935,540
Income & contributions
- Employer contributions
- $706,151
- Participant contributions
- $2,169,805
- Total contributions
- $2,931,268
- Total income / additions
- $13,015,862
Expenses & distributions
- Benefits paid
- $5,917,553
- Administrative expenses
- $128,967
- Total expenses
- $6,046,520
- Net increase / (decrease)
- $6,969,342
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Global Retirement Partners, LLC | ADVISOR | $38,500 | not reported in the loaded dataset | 2023 |
| Carnegie Institute | NONE | $34,245 | not reported in the loaded dataset | 2023 |
| Tiaa | NONE | $33,099 | $0 | 2023 |
| Wodarczyk & Associates LLC | LEGAL COUNSEL | $18,509 | not reported in the loaded dataset | 2023 |
| New Pinnacle Consulting Group, LLC | CONSULTING - PENSION | $4,280 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Carnegie Institute
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Pittsburgh, PA
- Global Retirement Partners, LLC — Schedule C compensation
- Carnegie Institute — Schedule C compensation
- Tiaa — Schedule C compensation
- Wodarczyk & Associates LLC — Schedule C compensation
- New Pinnacle Consulting Group, LLC — Schedule C compensation