Retirement Plan For The Employees Of Museum Associates — Form 5500 plan (Museum Associates, D/B/A Los Angeles County Museum Of 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, Retirement Plan For The Employees Of Museum Associates is a benefit plan reported by Museum Associates, D/B/A Los Angeles County Museum Of Art under EIN 95-2264067 and plan number 001. The latest loaded filing year is 2023. The filing reports 524 participants and $52,744,914 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Museum Associates, D/B/A Los Angeles County Museum Of Art
EIN
95-2264067
Plan number
001
Plan type
2
Location
Los Angeles, CA
Latest filing year
2023
Participants
524
End-of-year plan assets
$52,744,914

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023524H, C20240926122021NAL0000745393001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$52,744,914
Total liabilities (EOY)
$87,268
Net assets (EOY)
$52,657,646
Net assets (BOY)
$45,198,054

Income & contributions

Employer contributions
$2,800,000
Total contributions
$2,800,000
Total income / additions
$9,396,986

Expenses & distributions

Benefits paid
$1,790,635
Administrative expenses
$146,759
Total expenses
$1,937,394
Net increase / (decrease)
$7,459,592

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Wcm Investment ManagementNONE$41,564not reported in the loaded dataset2023
Ami Asset ManagementNONE$15,582not reported in the loaded dataset2023
Alpine Investment Management, LLCNONE$14,508not reported in the loaded dataset2023
Us BankNONE$11,954not reported in the loaded dataset2023
Segall Bryant & Hamill LLCNONE$7,587not reported in the loaded dataset2023

Related Form 5500 pages