2023 Form 5500 filing — The Andrew W. Mellon Foundation Savings 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 20241011091659NAL0012318467001) for The Andrew W. Mellon Foundation Savings Plan, reported by The Andrew W. Mellon Foundation under EIN 13-1879954 and plan number 002. It reports 258 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$25.4MReported net assets$25,408,720
Participants258
Provider compensation$4931 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241011091659NAL0012318467001
- Plan sponsor
- The Andrew W. Mellon Foundation
- EIN
- 13-1879954
- Plan number
- 002
- Location
- New York, NY
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$25.4M total assets
Net assets$25.4MLiabilities$0
Full reported line items
- Total assets (EOY)
- $25,408,720
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,408,720
- Participant contributions
- $2,079,477
- Total income / additions
- $6,217,713
- Benefits paid
- $944,575
- Administrative expenses
- $493
- Total expenses
- $945,068
- Net increase / (decrease)
- $5,272,645
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Instl.Ops.Co | RECORDKEEPER | $493 | $0 |