2023 Form 5500 filing — The Cultural Institutions 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 20250414075714NAL0001560449001) for The Cultural Institutions Savings Plan, reported by The Cultural Institutions Retirement System under EIN 11-2001170 and plan number 002. It reports 14,264 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250414075714NAL0001560449001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- The Cultural Institutions Retirement System
- EIN
- 11-2001170
- Plan number
- 002
- Location
- New York, NY
- Participants
- 14,264
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $678,458,088
- Total liabilities (EOY)
- $4,317,559
- Net assets (EOY)
- $674,140,529
- Employer contributions
- $3,331,126
- Participant contributions
- $25,716,478
- Total income / additions
- $101,953,708
- Benefits paid
- $48,075,598
- Administrative expenses
- $3,330,815
- Total expenses
- $51,406,413
- Net increase / (decrease)
- $50,547,295
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schulte Roth & Zabel | NONE | $767,725 | not reported in the loaded dataset |
| M. Scaduto | EMPLOYEE OF THE EMPLOYER | $231,392 | not reported in the loaded dataset |
| R. Scheer | EMPLOYEE OF THE EMPLOYER | $168,259 | not reported in the loaded dataset |
| R. Singh | EMPLOYEE OF THE EMPLOYER | $152,000 | not reported in the loaded dataset |
| M. Kolle | EMPLOYEE OF THE EMPLOYER | $120,535 | not reported in the loaded dataset |
| P. Mcsharry | EMPLOYEE OF THE EMPLOYER | $89,211 | not reported in the loaded dataset |
| W. Ching | EMPLOYEE OF THE EMPLOYER | $76,117 | not reported in the loaded dataset |
| Pkf O'Connor Davies, Llp | NONE | $67,500 | not reported in the loaded dataset |
| L. Charley | EMPLOYEE OF THE EMPLOYER | $61,664 | not reported in the loaded dataset |
| S. Barros | EMPLOYEE OF THE EMPLOYER | $60,080 | not reported in the loaded dataset |
| Miraimage | INDEPENDENT-CONTRACTOR | $54,072 | not reported in the loaded dataset |
| C. Kwan | EMPLOYEE OF THE EMPLOYER | $45,171 | not reported in the loaded dataset |
| E. Mantay | EMPLOYEE OF THE EMPLOYER | $42,625 | not reported in the loaded dataset |
| J. Petrini | EMPLOYEE OF THE EMPLOYER | $42,221 | not reported in the loaded dataset |
| J. Cossean | EMPLOYEE OF THE EMPLOYER | $41,364 | not reported in the loaded dataset |
| K. Agbabiaka | EMPLOYEE OF THE EMPLOYER | $37,723 | not reported in the loaded dataset |
| S. Joseph | EMPLOYEE OF THE EMPLOYER | $35,689 | not reported in the loaded dataset |
| A. Jones | EMPLOYEE OF THE EMPLOYER | $34,939 | not reported in the loaded dataset |
| M. Doherty | EMPLOYEE OF THE EMPLOYER | $32,526 | not reported in the loaded dataset |
| T. Lozada | EMPLOYEE OF THE EMPLOYER | $31,048 | not reported in the loaded dataset |
| K. Joseph | EMPLOYEE OF EMPLOYER | $26,204 | not reported in the loaded dataset |
| The Segal Company | NONE | $9,450 | not reported in the loaded dataset |
| Day Pitney | NONE | $3,223 | not reported in the loaded dataset |
| Innovative Software Solutions, Inc. | NONE | $0 | not reported in the loaded dataset |