Search public Form 5500 filings

Plans

• planThe Andrew W. Mellon Foundation Retirement PlanFinancial statementProvider compensation2023 filing
  $63.6Mreported assets (EOY)
  Sponsor: The Andrew W. Mellon FoundationEIN: 13-1879954Plan: 001Participants: 352Assets: $63,634,412Net assets: $63.6MAssets / participant: $180.8KLocation: New York, NYLatest: 2023
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• planThe Andrew W. Mellon Foundation Savings PlanFinancial statementProvider compensation2023 filing
  $25.4Mreported assets (EOY)
  Sponsor: The Andrew W. Mellon FoundationEIN: 13-1879954Plan: 002Participants: 258Assets: $25,408,720Net assets: $25.4MAssets / participant: $98.5KLocation: New York, NYLatest: 2023
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• planEmeriti Retiree Health Plan For The Andrew W. Mellon FoundationFinancial statement2023 filing
  $6.9Mreported assets (EOY)
  Sponsor: The Andrew W. Mellon FoundationEIN: 13-1879954Plan: 502Participants: 250Assets: $6,870,767Net assets: $6.9MAssets / participant: $27.5KLocation: New York, NYLatest: 2023
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• planThe Andrew W. Mellon Foundation Health And Welfare Plan2023 filing
  Sponsor: The Andrew W. Mellon FoundationEIN: 13-1879954Plan: 501Participants: 159Assets: not reported in the loaded datasetLocation: New York, NYLatest: 2023
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