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Original filing (PDF)20251013173044NAL0000862227001
THE HENRY FRANCIS DU PONT WINTERTHUR MUSEUM, INC.
Form 5500
FILING_RECEIVED
THE WINTERTHUR MUSEUM PENSION PLAN
Defined-benefit pension plan
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
$0
Net assets (EOY)
$0
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
75
Participation health
100
Knocking points off
- Plan is frozen (1I) — no new benefit accrual.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE HENRY FRANCIS DU PONT WINTERTHUR MUSEUM, INC..
Plan sponsor
Name
THE HENRY FRANCIS DU PONT WINTERTHUR MUSEUM, INC.
EIN
51-0066038
Address
WINTERTHUR MUSEUM AND GARDENS · 5105 KENNETT PIKE · WINTERTHUR, DE · 19735
Phone
(302) 888-4611
Industry
Arts, Entertainment, Recreationsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
1I · Frozen plan — no new benefit accrual
1H · PBGC-terminated and closed out
Audit & trust (Schedule H)
Auditor
BONADIO & CO., LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILMINGTON TRUST, N.A. | 16-1486454 | — | PLAN CUSTODIAN | $22K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER | 13-2834414 | — | NONE | $536K | — |
| CITIBANK, N.A. | 20-8058531 | — | NONE | $28K | — |
Investments
1 pooled fund· $0
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| LEGAL & GENERAL INVESTMENT MANAGEME LEGAL & GENERAL INVESTMENT MANAGEMENT AMERICA, INC. · EIN 20-8058531 / PN 001 | Common Collective Trust | $0 | — |