2023 Form 5500 filing — Metropolitan Opera Association 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 20250515102842NAL0019557457001) for Metropolitan Opera Association Retirement Plan, reported by Metropolitan Opera Association, Inc under EIN 13-1624087 and plan number 007. It reports 1,647 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250515102842NAL0019557457001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Metropolitan Opera Association, Inc
- EIN
- 13-1624087
- Plan number
- 007
- Location
- New York, NY
- Participants
- 1,647
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $264,849,769
- Total liabilities (EOY)
- $830,776
- Net assets (EOY)
- $264,018,993
- Employer contributions
- $10,965,000
- Total income / additions
- $38,742,686
- Benefits paid
- $19,786,730
- Administrative expenses
- $3,013,629
- Total expenses
- $22,800,359
- Net increase / (decrease)
- $15,942,327
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Partners Capital | NONE | $1,163,509 | not reported in the loaded dataset |
| Two Sigma Ab Ret Enhanced Fund | NONE | $0 | $494,293 |
| Soroban Opportunities Cayman Fund | NONE | $3,277 | $386,971 |
| Holocene Advisors Offshore Fund Ltd | NONE | $0 | $381,309 |
| Elliott International Limited | NONE | $0 | $319,574 |
| The Children'S Investment Fund | NONE | $2,322 | $255,427 |
| 140 Summer Partners | NONE | $0 | $193,944 |
| Anomaly | NONE | $0 | $154,375 |
| Hpt Feeder Viii Lp | NONE | $99,573 | $37,500 |
| State Street Global Advisors | NONE | $131,742 | not reported in the loaded dataset |
| Silver Point Distressed Opp Inst | NONE | $0 | $122,795 |
| Hollyport Secondary Opportunities V | NONE | $72,539 | $45,000 |
| Milliman | NONE | $113,725 | not reported in the loaded dataset |
| Avoro Life Sciences Fund Offshore | NONE | $0 | $94,061 |
| Walleye | NONE | $0 | $93,013 |
| Msd Special Investments Fund Ii | NONE | $50,935 | $29,206 |
| Gmo Quality Fund - Class Vi | NONE | $13,339 | $60,146 |
| Msd Special Investments Fund | NONE | $12,560 | $53,487 |
| Alta Park | NONE | $0 | $61,129 |
| Pinnacle | NONE | $0 | $59,552 |
| Craft Ventures Growth I Feeder Fund | NONE | $18,669 | $38,554 |
| Rtw Innovation Offshore Fund, Ltd. | NONE | $22,286 | $32,957 |
| Exodus Point Partners | NONE | $0 | $55,170 |
| Covalis | NONE | $0 | $51,783 |
| Encompass | NONE | $0 | $49,064 |
| Vista Equity Partners Fund Vii - A | NONE | $0 | $45,000 |
| Center Rock I | NONE | $0 | $44,211 |
| Wmqs | NONE | $0 | $41,469 |
| Msd Private Credit Opportunity Fund | NONE | $16,828 | $23,946 |
| Centra Lane | NONE | $0 | $40,000 |
| Craft Ventures Iii Feeder | NONE | $0 | $37,408 |
| Blackstone Real Estate Partners Eur | NONE | $0 | $37,226 |
| Fortress Credit Opportunities Fund | NONE | $0 | $35,576 |
| Vista Equity Partners Fund Viii | NONE | $0 | $33,328 |
| Alpinvest Us Holdings, LLC | NONE | $0 | $32,933 |
| Soroban Long | NONE | $1,209 | $29,983 |
| 8vc-Fund Iii | NONE | $0 | $30,000 |
| Stonepeak Opportunities Fund | NONE | $0 | $28,780 |
| Sycamore Partners Fund Iii-A, Lp | NONE | $0 | $28,221 |
| Fifthdelta | NONE | $0 | $27,297 |
| Kpmg | NONE | $26,600 | not reported in the loaded dataset |
| 8vc-Fund Ii | NONE | $0 | $25,939 |
| Soroban Decarb | NONE | $1,260 | $24,667 |
| Proskauer Rose Llp | NONE | $25,399 | not reported in the loaded dataset |
| Arrowstreet Global | NONE | $11,667 | $13,128 |
| Francisco Credit Partners Vii | NONE | $0 | $24,522 |
| Ares Management Uk Limited | NONE | $0 | $24,322 |
| Perceptive Credit Opportunities Iii | NONE | $0 | $24,127 |
| Palatine Real Estate Fund Iii Gp | NONE | $0 | $23,521 |
| Palatine Real Estate Fund Iv Lp | NONE | $0 | $23,233 |
| Francisco Credit Partnersaggregator | NONE | $0 | $23,099 |
| Spdr Blackstone Senior Loan Etf | NONE | $0 | $21,261 |
| Gemspring Capital Fund Iii-A, Lp | NONE | $3,972 | $16,510 |
| Schonfeld Strategics | NONE | $0 | $19,830 |
| Sdc Digit Infra Opportunity Fund Iv | NONE | $0 | $17,281 |
| Amulet Capital Fund Iii, L.P. | NONE | $0 | $17,032 |
| Fp Credit Partners Ii Aggregator A | NONE | $0 | $16,573 |
| Atlas Capital Group, LLC | NONE | $0 | $15,025 |
| Dbx Advisors LLC | NONE | $0 | $13,735 |
| Center Rock Ii | NONE | $0 | $13,162 |
| Andurand Capital | NONE | $0 | $12,553 |
| Blackstone Life Sciences Yield Nt | NONE | $0 | $10,640 |
| Prime Finance | NONE | $0 | $10,207 |
| Craft Ventures Feeder Iv | NONE | $0 | $10,000 |
| The Founders Fund Growth Ii, Lp | NONE | $0 | $9,787 |
| General Catalyst Groupon Xii | NONE | $0 | $9,717 |
| Silver Point Distressed Opportunity | NONE | $0 | $9,299 |
| Ishares Msci Hedged Eafe Index | NONE | $0 | $9,167 |
| Dunes Point Capital Fund Iii-A L.P. | NONE | $0 | $9,053 |
| Ishares Msci Usa Value (Vlue) | NONE | $0 | $8,653 |
| Vanguard Total World (Vt) | NONE | $0 | $7,746 |
| Vanguard Inter-Term Trea Fund (Adm) | NONE | $0 | $7,701 |
| Roark | NONE | $0 | $7,439 |
| Perceptive Credit Opportunities Ii | NONE | $0 | $7,432 |
| Ifp Global Equity | NONE | $0 | $7,230 |
| Craft Ventures Growth Feeder Ii, Lp | NONE | $0 | $6,000 |
| Ares Strategic Inc Fund | NONE | $0 | $0 |