Guthrie Theater Foundation — 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, Guthrie Theater Foundation (EIN 41-0854160) is a plan sponsor located in Minneapolis, MN with 3 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
41-0854160
Location
Minneapolis, MN
Loaded plans
3
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 Guthrie Theater Foundation

  • 3 loaded plans hold $31.1M in reported assets.
  • The largest, 403(B) Thrift Plan For Employees Of Guthrie Theater Foundation, holds 100% of this company's reported plan assets.
  • Plans cover 557 reported participants.
  • 1 of 3 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$31.1MSummed across loaded plans$31,109,266
Total reported assets$31.1M$31,109,266
Total reported participants557
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$31.1M total assets
Net assets$31.1MLiabilities$0
Contributions & income
Employer contributions$338.7K
Participant contributions$441.6K
Total income / additions$5.8M
Expenses & distributions
Benefits paid / distributions$1.8M
Total expenses$1.8M
Net increase / (decrease)$4M

Data coverage

Plans with financial statements1 / 3 (33%)
Plans with provider compensation1 / 3 (33%)

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%403(B) Thrift Plan For Employees Of Guthrie Theater Foundation
Participants per plan186Average across loaded plans
Loaded plans3
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 · 304 participants · 2023
  2. 2
    Guthrie Theater Life Insurance And Ltd Plannot reported in the loaded dataset
    Plan #502 · 135 participants · 2023
  3. 3
    Guthrie Theater Medical/Dental Plannot reported in the loaded dataset
    Plan #501 · 118 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Guthrie Theater Foundation. Open one for its full reported snapshot.

  1. 2023
    403(B) Thrift Plan For Employees Of Guthrie Theater Foundation304 participants · 2Sch HSch C
    View filing →
  2. 2023
    Guthrie Theater Medical/Dental Plan118 participants · 2No schedules
    View filing →
  3. 2023
    Guthrie Theater Life Insurance And Ltd Plan135 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Guthrie Theater Foundation report on Form 5500?
Guthrie Theater Foundation (EIN 41-0854160) reports 3 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Guthrie Theater Foundation?
The Employer Identification Number (EIN) reported for Guthrie Theater Foundation is 41-0854160.
What is the latest Form 5500 filing year for Guthrie Theater Foundation?
The latest loaded Form 5500 filing year for Guthrie Theater Foundation is 2023.

Related Form 5500 pages