Carnegie Institution Of Washington Supplemental Retirement Annuity (Sra) Plan — Form 5500 plan (Carnegie Institution Of Washington)
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 Institution Of Washington Supplemental Retirement Annuity (Sra) Plan is a benefit plan reported by Carnegie Institution Of Washington under EIN 53-0196523 and plan number 002. The latest loaded filing year is 2023. The filing reports 778 participants and $71,268,046 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Carnegie Institution Of Washington
- EIN
- 53-0196523
- Plan number
- 002
- Plan type
- 2
- Location
- Washington, DC
- Latest filing year
- 2023
- Participants
- 778
- End-of-year plan assets
- $71,268,046
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 778 | H, C | 20250415182007NAL0003772129001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $71,268,046
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $71,268,046
- Net assets (BOY)
- $61,087,066
Income & contributions
- Participant contributions
- $2,631,144
- Total contributions
- $3,993,505
- Total income / additions
- $12,558,968
Expenses & distributions
- Benefits paid
- $2,311,939
- Administrative expenses
- $66,049
- Total expenses
- $2,377,988
- Net increase / (decrease)
- $10,180,980
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | NONE | $38,288 | $0 | 2023 |
| Greenspring Advisors LLC | NONE | $15,835 | not reported in the loaded dataset | 2023 |
| Grant Thornton Llp | NONE | $11,926 | not reported in the loaded dataset | 2023 |