2023 Form 5500 filing — The Musical Arts 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 20250814145615NAL0005467971001) for The Musical Arts Association Retirement Plan, reported by The Musical Arts Association under EIN 34-0714468 and plan number 001. It reports 310 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250814145615NAL0005467971001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Musical Arts Association
- EIN
- 34-0714468
- Plan number
- 001
- Location
- Cleveland, OH
- Participants
- 310
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $55,653,211
- Total liabilities (EOY)
- $48,876
- Net assets (EOY)
- $55,604,335
- Employer contributions
- $1,571,676
- Total income / additions
- $11,815,373
- Benefits paid
- $4,287,109
- Administrative expenses
- $346,071
- Total expenses
- $4,633,180
- Net increase / (decrease)
- $7,182,193
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Towers Watson | NONE | $52,151 | not reported in the loaded dataset |
| Wellington Trust Company, Na | NONE | $24,430 | not reported in the loaded dataset |
| Monticello Associates, Inc. | NONE | $20,117 | not reported in the loaded dataset |
| Rsm Us Llp | NONE | $14,500 | not reported in the loaded dataset |
| Keybank National Association | NONE | $5,985 | $0 |