Plan5500

The Shubert Organization, Inc. Employees Pension Plan — Form 5500 plan (The Shubert Organization, Inc.)

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 Shubert Organization, Inc. Employees Pension Plan is a benefit plan reported by The Shubert Organization, Inc. under EIN 13-2751366 and plan number 001. The latest loaded filing year is 2023. The filing reports 465 participants and $181,843,595 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$181.7MPlan net assets, end of year$181,682,261
Participants465Covered participants reported
Assets / participant$391.1KComputed: assets ÷ participants$391,061 (computed)
Provider compensation$467K1 Schedule C provider row(s)$467,021
Plan sponsor
The Shubert Organization, Inc.
EIN
13-2751366
Plan number
001
Plan type
2
Location
New York, NY
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    465 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$181.8M total assets
Net assets$181.7MLiabilities$161.3K
Money in vs. money out
Total income / additions$38.9M
Total expenses$5.4M
Benefits paid / distributions$4.9M
Full reported line items

Net assets

Total assets (EOY)
$181,843,595
Total liabilities (EOY)
$161,334
Net assets (EOY)
$181,682,261
Net assets (BOY)
$148,194,390

Income & contributions

Total contributions
$0
Total income / additions
$38,916,166

Expenses & distributions

Benefits paid
$4,916,634
Administrative expenses
$511,661
Total expenses
$5,428,295
Net increase / (decrease)
$33,487,871
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets3%Computed ratio
Benefits paid ÷ total income13%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    1919 Investment Counsel, LLC$467K
    NONE · Direct $467K

Related Form 5500 pages