Plan5500

Retirement Plan For The Staff Employees Of The Boston Symphony Orchestra, Inc. — Form 5500 plan (Boston Symphony Orchestra, Inc.)

Plain-English plan 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, Retirement Plan For The Staff Employees Of The Boston Symphony Orchestra, Inc. is a benefit plan reported by Boston Symphony Orchestra, Inc. under EIN 04-2103550 and plan number 002. The latest loaded filing year is 2023. The filing reports 314 participants and $35,962,575 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Boston Symphony Orchestra, Inc.
EIN
04-2103550
Plan number
002
Plan type
2
Location
Boston, MA
Latest filing year
2023
Participants
314
End-of-year plan assets
$35,962,575

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023314H, C20250603090935NAL0007119235001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$35,962,575
Total liabilities (EOY)
$0
Net assets (EOY)
$35,962,575
Net assets (BOY)
$33,060,132

Income & contributions

Employer contributions
$799,709
Total contributions
$799,709
Total income / additions
$5,114,435

Expenses & distributions

Benefits paid
$1,938,963
Administrative expenses
$273,029
Total expenses
$2,211,992
Net increase / (decrease)
$2,902,443

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Angell Pension Group, Inc.VENDOR$23,939not reported in the loaded dataset2023
Littler Mendelson PcVENDOR$9,258not reported in the loaded dataset2023
Caron & Bletzer, PllcVENDOR$8,500not reported in the loaded dataset2023

Related Form 5500 pages