2023 Form 5500 filing — Cincinnati Symphony Orchestra Employee 403(B) 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 20241126131346NAL0003627011001) for Cincinnati Symphony Orchestra Employee 403(B) Plan, reported by Cincinnati Symphony Orchestra under EIN 31-0537080 and plan number 005. It reports 236 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241126131346NAL0003627011001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cincinnati Symphony Orchestra
- EIN
- 31-0537080
- Plan number
- 005
- Location
- Cincinnati, OH
- Participants
- 236
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Total income / additions
- $258,413
- Benefits paid
- $4,707,948
- Administrative expenses
- $18,976
- Total expenses
- $4,726,924
- Net increase / (decrease)
- -$4,468,511
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Latitude Service Company Inc | TPA | $13,726 | $1,242 |
| Voya Retirement Insurance | OTHER SERVICES | $5,250 | $0 |