2023 Form 5500 filing — Whitney Museum Of American Art Retirement 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 20250725133622NAL0007501632001) for Whitney Museum Of American Art Retirement Plan, reported by Whitney Museum Of American Art under EIN 13-1789318 and plan number 002. It reports 179 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250725133622NAL0007501632001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Whitney Museum Of American Art
- EIN
- 13-1789318
- Plan number
- 002
- Location
- New York, NY
- Participants
- 179
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,664,272
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,664,272
- Employer contributions
- $392,894
- Total income / additions
- $1,923,183
- Benefits paid
- $652,069
- Administrative expenses
- $50,490
- Total expenses
- $702,559
- Net increase / (decrease)
- $1,220,624
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Financial Group | NONE | $21,499 | $0 |
| Bmo Financial Group | NONE | $18,750 | not reported in the loaded dataset |
| Gardner, Russo & Gardner LLC | NONE | $5,575 | not reported in the loaded dataset |