2023 Form 5500 filing — Carnegie Institute Defined Contribution And Tax Deferred Annuity Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240930160137NAL0002747795001) for Carnegie Institute Defined Contribution And Tax Deferred Annuity Retirement Plan, reported by Carnegie Institute under EIN 25-0965280 and plan number 001. It reports 1,099 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930160137NAL0002747795001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Carnegie Institute
- EIN
- 25-0965280
- Plan number
- 001
- Location
- Pittsburgh, PA
- Participants
- 1,099
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $80,904,882
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $80,904,882
- Employer contributions
- $706,151
- Participant contributions
- $2,169,805
- Total income / additions
- $13,015,862
- Benefits paid
- $5,917,553
- Administrative expenses
- $128,967
- Total expenses
- $6,046,520
- Net increase / (decrease)
- $6,969,342
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Global Retirement Partners, LLC | ADVISOR | $38,500 | not reported in the loaded dataset |
| Carnegie Institute | NONE | $34,245 | not reported in the loaded dataset |
| Tiaa | NONE | $33,099 | $0 |
| Wodarczyk & Associates LLC | LEGAL COUNSEL | $18,509 | not reported in the loaded dataset |
| New Pinnacle Consulting Group, LLC | CONSULTING - PENSION | $4,280 | not reported in the loaded dataset |