2023 Form 5500 filing — The Steinway Musical Pension 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 20241014092534NAL0025818177001) for The Steinway Musical Pension Plan, reported by Steinway Musical Instruments, Inc. under EIN 35-1910745 and plan number 002. It reports 1,391 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014092534NAL0025818177001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Steinway Musical Instruments, Inc.
- EIN
- 35-1910745
- Plan number
- 002
- Location
- Astoria, NY
- Participants
- 1,391
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $65,065,573
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $65,065,573
- Total income / additions
- $14,078,024
- Benefits paid
- $4,419,632
- Administrative expenses
- $1,338,949
- Total expenses
- $5,758,581
- Net increase / (decrease)
- $8,319,443
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capital Spring | NONE | $799,530 | not reported in the loaded dataset |
| Shepard Kaplan | NONE | $70,000 | not reported in the loaded dataset |
| Sentinel Benefits Group, Inc. | NONE | $64,116 | not reported in the loaded dataset |
| Falcon Investment Advisors, LLC | NONE | $28,657 | not reported in the loaded dataset |
| Chambers Energy Capital | NONE | $6,352 | not reported in the loaded dataset |