2023 Form 5500 filing — New York City Ballet, Inc 403(B) 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 20241015093543NAL0014323795001) for New York City Ballet, Inc 403(B) Plan, reported by New York City Ballet, Inc under EIN 13-2947386 and plan number 002. It reports 1,422 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)$66.1MReported net assets$66,051,061
Participants1.4K1,422
Provider compensation$282.1K3 Schedule C row(s)$282,059
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015093543NAL0014323795001
- Plan sponsor
- New York City Ballet, Inc
- EIN
- 13-2947386
- 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)$66.1M total assets
Net assets$66.1MLiabilities$0
Full reported line items
- Total assets (EOY)
- $66,051,061
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $66,051,061
- Employer contributions
- $423,616
- Participant contributions
- $2,444,345
- Total income / additions
- $10,766,735
- Benefits paid
- $2,352,061
- Administrative expenses
- $282,059
- Total expenses
- $2,657,908
- Net increase / (decrease)
- $8,108,827
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $206,803 | $0 |
| Capfinancial Partners | SERVICE PROVIDER | $55,306 | not reported in the loaded dataset |
| Eisneramper Llp | AUDIT | $19,950 | not reported in the loaded dataset |