Museum Of Contemporary Art 403(B) Tax Deferred Annuity Plan — Form 5500 plan (Museum Of Contemporary Art)
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, Museum Of Contemporary Art 403(B) Tax Deferred Annuity Plan is a benefit plan reported by Museum Of Contemporary Art under EIN 36-6154098 and plan number 002. The latest loaded filing year is 2023. The filing reports 254 participants and $9,382,298 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Museum Of Contemporary Art
- EIN
- 36-6154098
- Plan number
- 002
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 254
- End-of-year plan assets
- $9,382,298
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 254 | H, C | 20250129211625NAL0016655521001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,382,298
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,382,298
- Net assets (BOY)
- $8,053,757
Income & contributions
- Participant contributions
- $415,167
- Total contributions
- $415,797
- Total income / additions
- $1,629,145
Expenses & distributions
- Benefits paid
- $269,324
- Administrative expenses
- $31,280
- Total expenses
- $300,604
- Net increase / (decrease)
- $1,328,541
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Forest Capital Management | NONE | $22,368 | not reported in the loaded dataset | 2023 |
| Tiaa-Cref | NONE | $8,759 | $0 | 2023 |
| Fidelity Investments Institutional | NONE | $153 | $0 | 2023 |