2023 Form 5500 filing — Museum Of Contemporary Art 403(B) Tax Deferred Annuity 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 20250129211625NAL0016655521001) for Museum Of Contemporary Art 403(B) Tax Deferred Annuity Plan, reported by Museum Of Contemporary Art under EIN 36-6154098 and plan number 002. It reports 254 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250129211625NAL0016655521001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Museum Of Contemporary Art
- EIN
- 36-6154098
- Plan number
- 002
- Location
- Chicago, IL
- Participants
- 254
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,382,298
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,382,298
- Participant contributions
- $415,167
- Total income / additions
- $1,629,145
- Benefits paid
- $269,324
- Administrative expenses
- $31,280
- Total expenses
- $300,604
- Net increase / (decrease)
- $1,328,541
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Forest Capital Management | NONE | $22,368 | not reported in the loaded dataset |
| Tiaa-Cref | NONE | $8,759 | $0 |
| Fidelity Investments Institutional | NONE | $153 | $0 |