Plan5500

Carnegie Institution Of Washington Retirement Plan — Form 5500 plan (Carnegie Institution Of Washington)

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, Carnegie Institution Of Washington Retirement Plan is a benefit plan reported by Carnegie Institution Of Washington under EIN 53-0196523 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,267 participants and $224,631,026 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Carnegie Institution Of Washington
EIN
53-0196523
Plan number
001
Plan type
2
Location
Washington, DC
Latest filing year
2023
Participants
1,267
End-of-year plan assets
$224,631,026

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,267H, C20250415181838NAL0003771985001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$224,631,026
Total liabilities (EOY)
$0
Net assets (EOY)
$224,631,026
Net assets (BOY)
$204,056,117

Income & contributions

Employer contributions
$6,179,256
Total contributions
$6,179,256
Total income / additions
$33,248,715

Expenses & distributions

Benefits paid
$12,511,172
Administrative expenses
$162,634
Total expenses
$12,673,806
Net increase / (decrease)
$20,574,909

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Grant Thornton LlpNONE$67,044not reported in the loaded dataset2023
TiaaNONE$49,952$02023
Greenspring Advisors LLCNONE$45,638not reported in the loaded dataset2023

Related Form 5500 pages