Curtis Institute Of Music — 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, Curtis Institute Of Music (EIN 23-1585611) is a plan sponsor located in Philadelphia, PA with 1 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
23-1585611
Location
Philadelphia, PA
Loaded plans
2
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 Curtis Institute Of Music

  • 2 loaded plans hold $11.7M in reported assets.
  • The largest, The Curtis Institute Of Music Retirement Plan, holds 100% of this company's reported plan assets.
  • Plans cover 237 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$11.7MSummed across loaded plans$11,705,888
Total reported assets$11.7M$11,705,888
Total reported participants237
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$11.7M total assets
Net assets$11.7MLiabilities$0
Contributions & income
Employer contributions$337.2K
Participant contributions$408.3K
Total income / additions$3.2M
Expenses & distributions
Benefits paid / distributions$814.7K
Total expenses$814.7K
Net increase / (decrease)$2.4M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

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 assets100%The Curtis Institute Of Music Retirement Plan
Participants per plan119Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Plan #003 · 134 participants · 2023
  2. 2
    Plan #501 · 103 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Curtis Institute Of Music. Open one for its full reported snapshot.

  1. 2023
    The Curtis Institute Of Music Retirement Plan134 participants · 2Sch HSch C
    View filing →
  2. 2023
    Curtis Institute Of Music Health & Welfare Benefit Plan103 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Curtis Institute Of Music report on Form 5500?
Curtis Institute Of Music (EIN 23-1585611) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Curtis Institute Of Music?
The Employer Identification Number (EIN) reported for Curtis Institute Of Music is 23-1585611.
What is the latest Form 5500 filing year for Curtis Institute Of Music?
The latest loaded Form 5500 filing year for Curtis Institute Of Music is 2023.

Related Form 5500 pages