Carnegie Corporation Of New York — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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 Corporation Of New York (EIN 13-1628151) is a plan sponsor located in New York, NY with 5 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
13-1628151
Location
New York, NY
Loaded plans
5
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Carnegie Corporation Of New York

  • 5 loaded plans hold $116.5M in reported assets.
  • The largest, Carnegie Corporation Of New York Defined Contribution Retirement Plan, holds 74% of this company's reported plan assets.
  • Plans cover 814 reported participants.
  • 3 of 5 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$116.5MSummed across loaded plans$116,461,247
Total reported assets$116.5M$116,461,247
Total reported participants814
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$116.5M total assets
Net assets$116.5MLiabilities$0
Contributions & income
Employer contributions$2.3M
Participant contributions$889.6K
Total income / additions$16.6M
Expenses & distributions
Benefits paid / distributions$6.3M
Total expenses$6.3M
Net increase / (decrease)$10.3M

Data coverage

Plans with financial statements3 / 5 (60%)
Plans with provider compensation0 / 5 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets74%Carnegie Corporation Of New York Defined Contribution Retirement Plan
Participants per plan163Average across loaded plans
Loaded plans5
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
  2. 2
    Plan #003 · 136 participants · 2023
  3. 3
    Plan #002 · 66 participants · 2023
  4. 4
    Carnegie Corporation Of New York Medical Plannot reported in the loaded dataset
    Plan #501 · 131 participants · 2023
  5. 5
    Carnegie Corporation Of Ny Long-Term Care Plannot reported in the loaded dataset
    Plan #503 · 123 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Carnegie Corporation Of New York. Open one for its full reported snapshot.

  1. 2023
    Carnegie Corporation Of Ny Long-Term Care Plan123 participants · 2No schedules
    View filing →
  2. 2023
    Carnegie Corporation Of New York Medical Plan131 participants · 2No schedules
    View filing →
  3. 2023
    Carnegie Corporation Of New York Supplemental Pension Plan66 participants · 2Sch I
    View filing →
  4. 2023
    Carnegie Corporation Of New York Defined Contribution Retirement Plan358 participants · 2Sch H
    View filing →
  5. 2023
    Carnegie Corporation Of New York Tax-Deferred Annuity Plan136 participants · 2Sch H
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Carnegie Corporation Of New York report on Form 5500?
Carnegie Corporation Of New York (EIN 13-1628151) reports 5 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Carnegie Corporation Of New York?
The Employer Identification Number (EIN) reported for Carnegie Corporation Of New York is 13-1628151.
What is the latest Form 5500 filing year for Carnegie Corporation Of New York?
The latest loaded Form 5500 filing year for Carnegie Corporation Of New York is 2023.

Related Form 5500 pages