Plan5500

The Cultural Institutions Savings Plan — Form 5500 plan (The Cultural Institutions Retirement System)

Plain-English plan 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, The Cultural Institutions Savings Plan is a benefit plan reported by The Cultural Institutions Retirement System under EIN 11-2001170 and plan number 002. The latest loaded filing year is 2023. The filing reports 14,264 participants and $678,458,088 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Cultural Institutions Retirement System
EIN
11-2001170
Plan number
002
Plan type
1
Location
New York, NY
Latest filing year
2023
Participants
14,264
End-of-year plan assets
$678,458,088

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202314,264H, C20250414075714NAL0001560449001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$678,458,088
Total liabilities (EOY)
$4,317,559
Net assets (EOY)
$674,140,529
Net assets (BOY)
$623,593,234

Income & contributions

Employer contributions
$3,331,126
Participant contributions
$25,716,478
Total contributions
$29,047,604
Total income / additions
$101,953,708

Expenses & distributions

Benefits paid
$48,075,598
Administrative expenses
$3,330,815
Total expenses
$51,406,413
Net increase / (decrease)
$50,547,295

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Schulte Roth & ZabelNONE$767,725not reported in the loaded dataset2023
M. ScadutoEMPLOYEE OF THE EMPLOYER$231,392not reported in the loaded dataset2023
R. ScheerEMPLOYEE OF THE EMPLOYER$168,259not reported in the loaded dataset2023
R. SinghEMPLOYEE OF THE EMPLOYER$152,000not reported in the loaded dataset2023
M. KolleEMPLOYEE OF THE EMPLOYER$120,535not reported in the loaded dataset2023
P. McsharryEMPLOYEE OF THE EMPLOYER$89,211not reported in the loaded dataset2023
W. ChingEMPLOYEE OF THE EMPLOYER$76,117not reported in the loaded dataset2023
Pkf O'Connor Davies, LlpNONE$67,500not reported in the loaded dataset2023
L. CharleyEMPLOYEE OF THE EMPLOYER$61,664not reported in the loaded dataset2023
S. BarrosEMPLOYEE OF THE EMPLOYER$60,080not reported in the loaded dataset2023
MiraimageINDEPENDENT-CONTRACTOR$54,072not reported in the loaded dataset2023
C. KwanEMPLOYEE OF THE EMPLOYER$45,171not reported in the loaded dataset2023
E. MantayEMPLOYEE OF THE EMPLOYER$42,625not reported in the loaded dataset2023
J. PetriniEMPLOYEE OF THE EMPLOYER$42,221not reported in the loaded dataset2023
J. CosseanEMPLOYEE OF THE EMPLOYER$41,364not reported in the loaded dataset2023
K. AgbabiakaEMPLOYEE OF THE EMPLOYER$37,723not reported in the loaded dataset2023
S. JosephEMPLOYEE OF THE EMPLOYER$35,689not reported in the loaded dataset2023
A. JonesEMPLOYEE OF THE EMPLOYER$34,939not reported in the loaded dataset2023
M. DohertyEMPLOYEE OF THE EMPLOYER$32,526not reported in the loaded dataset2023
T. LozadaEMPLOYEE OF THE EMPLOYER$31,048not reported in the loaded dataset2023
K. JosephEMPLOYEE OF EMPLOYER$26,204not reported in the loaded dataset2023
The Segal CompanyNONE$9,450not reported in the loaded dataset2023
Day PitneyNONE$3,223not reported in the loaded dataset2023
Innovative Software Solutions, Inc.NONE$0not reported in the loaded dataset2023

Related Form 5500 pages