2023 Form 5500 filing — Boston Symphony Orchestra Pensions Trust Fund
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 20250603091622NAL0010094769001) for Boston Symphony Orchestra Pensions Trust Fund, reported by Boston Symphony Orchestra Inc. under EIN 04-2103550 and plan number 004. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250603091622NAL0010094769001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Boston Symphony Orchestra Inc.
- EIN
- 04-2103550
- Plan number
- 004
- Location
- Boston, MA
- Participants
- not reported in the loaded dataset
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $110,918,243
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $110,918,243
- Total income / additions
- $13,432,495
- Benefits paid
- $0
- Administrative expenses
- $155,939
- Total expenses
- $155,939
- Net increase / (decrease)
- $13,276,556
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Silchester International Investors | VENDOR | $90,130 | not reported in the loaded dataset |
| Gardner Russo & Gardner | VENDOR | $38,433 | not reported in the loaded dataset |
| State Street Bank & Trust | VENDOR | $33,686 | $0 |
| Westwood Global Investments, LLC | VENDOR | $30,399 | not reported in the loaded dataset |