2023 Form 5500 filing — The Metropolitan Opera Retirement Savings 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 20241015095749NAL0014356851002) for The Metropolitan Opera Retirement Savings Plan, reported by Metropolitan Opera Association, Inc. under EIN 13-1624087 and plan number 010. It reports 1,217 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015095749NAL0014356851002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Metropolitan Opera Association, Inc.
- EIN
- 13-1624087
- Plan number
- 010
- Location
- New York, NY
- Participants
- 1,217
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $217,423,741
- Total liabilities (EOY)
- $31,496
- Net assets (EOY)
- $217,392,245
- Employer contributions
- $57,509
- Participant contributions
- $9,216,065
- Total income / additions
- $36,583,085
- Benefits paid
- $14,915,826
- Administrative expenses
- $187,506
- Total expenses
- $15,289,423
- Net increase / (decrease)
- $21,293,662
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Kpmg | AUDITOR | $63,500 | not reported in the loaded dataset |
| Capfinancial Partners, LLC | INVESTMENT ADVISORY | $53,732 | not reported in the loaded dataset |
| Proskauer Rose Llp | LEGAL | $19,953 | not reported in the loaded dataset |
| Transamerica Retirement Solutions | RECORD KEEPER | $18,825 | $0 |
| National Financial Services | SECURITIES BROKER | $0 | $0 |
| Charles Schwab & Co., Inc. | SECURITIES BROKER | $0 | $0 |