2023 Form 5500 filing — San Diego Symphony Orchestra Musicians' 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 20250415105616NAL0001443827001) for San Diego Symphony Orchestra Musicians' Pension Plan, reported by San Diego Symphony Orchestra Association under EIN 95-3661574 and plan number 001. It reports 218 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415105616NAL0001443827001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- San Diego Symphony Orchestra Association
- EIN
- 95-3661574
- Plan number
- 001
- Location
- Escondido, CA
- Participants
- 218
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,751,614
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,751,614
- Employer contributions
- $716,329
- Total income / additions
- $1,893,896
- Benefits paid
- $846,971
- Administrative expenses
- $220,937
- Total expenses
- $1,067,908
- Net increase / (decrease)
- $825,988
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capfinancial Partners LLC | NONE | $41,935 | not reported in the loaded dataset |
| Tri-Ad Actuaries, Inc | NONE | $19,215 | not reported in the loaded dataset |
| Seltzer Captain Mcmohan Vitek | NONE | $5,518 | not reported in the loaded dataset |
| Moss Adams Llp | NONE | $3,500 | not reported in the loaded dataset |