Carnegie Institute — 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 Institute (EIN 25-0965280) is a plan sponsor located in Pittsburgh, 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
25-0965280
Location
Pittsburgh, PA
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$80,904,882
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$80,904,882

Contributions & income

Employer contributions
$706,151
Participant contributions
$2,169,805
Total income / additions
$13,015,862

Expenses & distributions

Benefits paid / distributions
$5,917,553
Total expenses
$6,046,520
Net increase / (decrease)
$6,969,342

Coverage

Total reported participants
1,496
Plans with financial statements
1
Plans with provider compensation
1

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.

Largest loaded plans by reported assets

Carnegie Institute plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Carnegie Institute Defined Contribution And Tax Deferred Annuity Retirement Plan0011,099$80,904,8822023
Carnegie Institute Employee Benefit Plan501397not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Carnegie Institute
YearPlanParticipantsSchedulesFiling
2023Carnegie Institute Employee Benefit Plan39720240924170843NAL0013366657001
2023Carnegie Institute Defined Contribution And Tax Deferred Annuity Retirement Plan1,099H, C20240930160137NAL0002747795001

Related Form 5500 pages