2023 Form 5500 filing — Carnegie Institution Of Washington Supplemental Retirement Annuity (Sra) 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 20250415182007NAL0003772129001) for Carnegie Institution Of Washington Supplemental Retirement Annuity (Sra) Plan, reported by Carnegie Institution Of Washington under EIN 53-0196523 and plan number 002. It reports 778 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415182007NAL0003772129001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Carnegie Institution Of Washington
- EIN
- 53-0196523
- Plan number
- 002
- Location
- Washington, DC
- Participants
- 778
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $71,268,046
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $71,268,046
- Participant contributions
- $2,631,144
- Total income / additions
- $12,558,968
- Benefits paid
- $2,311,939
- Administrative expenses
- $66,049
- Total expenses
- $2,377,988
- Net increase / (decrease)
- $10,180,980
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | NONE | $38,288 | $0 |
| Greenspring Advisors LLC | NONE | $15,835 | not reported in the loaded dataset |
| Grant Thornton Llp | NONE | $11,926 | not reported in the loaded dataset |