Winterthur Employee Retirement Plan — Form 5500 plan (The Henry Francis Dupont Winterthur Museum)
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, Winterthur Employee Retirement Plan is a benefit plan reported by The Henry Francis Dupont Winterthur Museum under EIN 51-0066038 and plan number 002. The latest loaded filing year is 2023. The filing reports 354 participants and $17,245,729 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Henry Francis Dupont Winterthur Museum
- EIN
- 51-0066038
- Plan number
- 002
- Plan type
- 2
- Location
- Winterthur, DE
- Latest filing year
- 2023
- Participants
- 354
- End-of-year plan assets
- $17,245,729
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 354 | H, C | 20241015124029NAL0028451329001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,245,729
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,245,729
- Net assets (BOY)
- $14,810,062
Income & contributions
- Employer contributions
- $532,888
- Participant contributions
- $794,401
- Total contributions
- $1,572,778
- Total income / additions
- $3,850,969
Expenses & distributions
- Benefits paid
- $1,411,795
- Administrative expenses
- $3,507
- Total expenses
- $1,415,302
- Net increase / (decrease)
- $2,435,667
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Global Retirement Partners LLC | INVESTMENT ADVISORY | $0 | $16,000 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $3,506 | $0 | 2023 |