New York City Ballet, Inc 403(B) Plan — Form 5500 plan (New York City Ballet, 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, New York City Ballet, Inc 403(B) Plan is a benefit plan reported by New York City Ballet, Inc under EIN 13-2947386 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,422 participants and $66,051,061 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$66.1MPlan net assets, end of year$66,051,061
Participants1.4KCovered participants reported1,422
Assets / participant$46.4KComputed: assets ÷ participants$46,449 (computed)
Provider compensation$282.1K3 Schedule C provider row(s)$282,059
- Plan sponsor
- New York City Ballet, Inc
- EIN
- 13-2947386
- Plan number
- 002
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,422 | H, C | 20241015093543NAL0014323795001 |
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)$66.1M total assets
Net assets$66.1MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $66,051,061
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $66,051,061
- Net assets (BOY)
- $57,942,234
Income & contributions
- Employer contributions
- $423,616
- Participant contributions
- $2,444,345
- Total contributions
- $2,991,498
- Total income / additions
- $10,766,735
Expenses & distributions
- Benefits paid
- $2,352,061
- Administrative expenses
- $282,059
- Total expenses
- $2,657,908
- Net increase / (decrease)
- $8,108,827
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $206,803 | $0 | 2023 |
| Capfinancial Partners | SERVICE PROVIDER | $55,306 | not reported in the loaded dataset | 2023 |
| Eisneramper Llp | AUDIT | $19,950 | not reported in the loaded dataset | 2023 |