2023 Form 5500 filing — The Cultural Institutions Pension 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 20251223165015NAL0005993491001) for The Cultural Institutions Pension Plan, reported by The Cultural Institutions Retirement System under EIN 11-2001170 and plan number 001. It reports 23,430 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20251223165015NAL0005993491001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- The Cultural Institutions Retirement System
- EIN
- 11-2001170
- Plan number
- 001
- Location
- New York, NY
- Participants
- 23,430
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,567,883,106
- Total liabilities (EOY)
- $35,796,609
- Net assets (EOY)
- $1,532,086,497
- Employer contributions
- $61,248,436
- Participant contributions
- $4,592,483
- Total income / additions
- $213,603,303
- Benefits paid
- $112,204,636
- Administrative expenses
- $10,823,723
- Total expenses
- $123,028,359
- Net increase / (decrease)
- $90,574,944
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Investment Group | NONE | $2,002,714 | $0 |
| Arrowstreet Capital, Lp | NONE | $1,412,975 | not reported in the loaded dataset |
| Schulte Roth & Zabel | NONE | $896,690 | not reported in the loaded dataset |
| M. Scaduto | EMPLOYEE OF THE EMPLOYER | $257,102 | not reported in the loaded dataset |
| Northern Trust Company | NONE | $215,044 | not reported in the loaded dataset |
| Wellington Trust Company | NONE | $213,249 | not reported in the loaded dataset |
| Numeric Investors LLC | NONE | $210,121 | not reported in the loaded dataset |
| R. Scheer | EMPLOYEE OF THE EMPLOYER | $186,954 | not reported in the loaded dataset |
| R. Singh | EMPLOYEE OF THE EMPLOYER | $168,889 | not reported in the loaded dataset |
| M. Kolle | EMPLOYEE OF THE EMPLOYER | $133,927 | not reported in the loaded dataset |
| Stepstone Group Lp | NONE | $130,125 | not reported in the loaded dataset |
| Acadian Asset Management Hq | NONE | $99,747 | not reported in the loaded dataset |
| P. Mcsharry | EMPLOYEE OF THE EMPLOYER | $99,124 | not reported in the loaded dataset |
| Marathon Asset Management Ltd. | NONE | $88,621 | not reported in the loaded dataset |
| W. Ching | EMPLOYEE OF THE EMPLOYER | $84,575 | not reported in the loaded dataset |
| Silchester International Investors, | NONE | $79,979 | not reported in the loaded dataset |
| Pkf O'Connor Davies, Llp | NONE | $75,000 | not reported in the loaded dataset |
| L. Charley | EMPLOYEE OF THE EMPLOYER | $68,515 | not reported in the loaded dataset |
| S. Barros | EMPLOYEE OF THE EMPLOYER | $66,755 | not reported in the loaded dataset |
| Lsv Asset Management | NONE | $61,641 | not reported in the loaded dataset |
| Miraimage | INDEPENDENT- CONTRACTOR | $60,080 | not reported in the loaded dataset |
| Seagall Bryant & Hamill | NONE | $51,679 | not reported in the loaded dataset |
| C. Kwan | EMPLOYEE OF THE EMPLOYER | $50,190 | not reported in the loaded dataset |
| E. Mantay | EMPLOYEE OF EMPLOYER | $47,361 | not reported in the loaded dataset |
| J. Petrini | EMPLOYEE OF THE EMPLOYER | $46,912 | not reported in the loaded dataset |
| J. Cossean | EMPLOYEE OFTHE EMPLOYER | $45,961 | not reported in the loaded dataset |
| Sands Capital Management, LLC | NONE | $44,732 | $0 |
| K. Agbabiaka | EMPLOYEE OF EMPLOYER | $41,915 | not reported in the loaded dataset |
| S. Joseph | EMPLOYEE OF THE EMPLOYER | $39,655 | not reported in the loaded dataset |
| A. Jones | EMPLOYEE OF THE EMPLOYER | $39,463 | not reported in the loaded dataset |
| M. Doherty | EMPLOYEE OF THE EMPLOYER | $36,140 | not reported in the loaded dataset |
| T. Lozada | EMPLOYEE OF THE EMPLOYER | $34,498 | not reported in the loaded dataset |
| Segal & Co. | NONE | $33,500 | $0 |
| K. Joseph | EMPLOYEE OF THE EMPLOYER | $29,115 | not reported in the loaded dataset |
| Blackrock | NONE | $27,014 | not reported in the loaded dataset |
| D. Cooper | EMPLOYEE OF EMPLOYER | $25,455 | not reported in the loaded dataset |
| State Street Research & Investment | NONE | $23,931 | not reported in the loaded dataset |
| Buck Consultants | NONE | $10,435 | not reported in the loaded dataset |
| Rhumbline Advisers | NONE | $5,454 | not reported in the loaded dataset |
| Day Pitney Llp | NONE | $3,581 | not reported in the loaded dataset |