The Winterthur Museum Pension Plan — Form 5500 plan (The Henry Francis Du Pont Winterthur Museum, 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 Winterthur Museum Pension Plan is a benefit plan reported by The Henry Francis Du Pont Winterthur Museum, Inc. under EIN 51-0066038 and plan number 001. The latest loaded filing year is 2023. The filing reports 383 participants and $42,315,750 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Henry Francis Du Pont Winterthur Museum, Inc.
EIN
51-0066038
Plan number
001
Plan type
2
Location
Winterthur, DE
Latest filing year
2023
Participants
383
End-of-year plan assets
$42,315,750

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023383H, C20241014082709NAL0014646419001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$42,315,750
Total liabilities (EOY)
$0
Net assets (EOY)
$42,315,750
Net assets (BOY)
$42,445,065

Income & contributions

Employer contributions
$575,062
Total contributions
$575,062
Total income / additions
$3,760,511

Expenses & distributions

Benefits paid
$3,249,171
Administrative expenses
$640,655
Total expenses
$3,889,826
Net increase / (decrease)
-$129,315

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
MercerNONE$515,349not reported in the loaded dataset2023
Citibank, N.A.NONE$58,539not reported in the loaded dataset2023
Wilmington Trust, N.A.PLAN CUSTODIAN$29,997not reported in the loaded dataset2023

Related Form 5500 pages