2023 Form 5500 filing — The Santa Fe Opera'S Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241001111254NAL0003928627001) for The Santa Fe Opera'S Retirement Plan, reported by The Santa Fe Opera under EIN 85-0131810 and plan number 002. It reports 144 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001111254NAL0003928627001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Santa Fe Opera
- EIN
- 85-0131810
- Plan number
- 002
- Location
- Santa Fe, NM
- Participants
- 144
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,146,528
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,146,528
- Employer contributions
- $171,082
- Participant contributions
- $511,053
- Total income / additions
- $1,880,157
- Benefits paid
- $695,134
- Administrative expenses
- $24,602
- Total expenses
- $719,736
- Net increase / (decrease)
- $1,160,421
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $23,255 | $0 |
| Wayne Hummer Inv L.L.C. | INVESTMENT ADVISORY | $0 | $19,871 |