2023 Form 5500 filing — Rochester Philharmonic Orchestra, Inc. 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 20241007123318NAL0031715810001) for Rochester Philharmonic Orchestra, Inc. Retirement Plan, reported by Rochester Philharmonic Orchestra, Inc. under EIN 16-0765613 and plan number 005. It reports 211 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007123318NAL0031715810001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rochester Philharmonic Orchestra, Inc.
- EIN
- 16-0765613
- Plan number
- 005
- Location
- Rochester, NY
- Participants
- 211
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,577,372
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,577,372
- Employer contributions
- $50,622
- Participant contributions
- $400,699
- Total income / additions
- $1,780,465
- Benefits paid
- $316,556
- Administrative expenses
- $37,189
- Total expenses
- $353,745
- Net increase / (decrease)
- $1,426,720
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Life & Annity Ins Co Of Ny | RECORD-KEEPER | $13,523 | $0 |
| Lpl Financial | INVESTMENT ADVISOR | $12,925 | not reported in the loaded dataset |
| Efpr Group Llp Dba Efpr Group | AUDITOR | $7,500 | not reported in the loaded dataset |
| Enhanced Retirement Solutions | CONTRACT ADMINISTRATOR | $3,025 | not reported in the loaded dataset |
| Fidelity Invest. Intl Ops Co, Inc. | RECORD-KEEPER | $285 | not reported in the loaded dataset |