Tax Sheltered Annuity 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, Tax Sheltered Annuity 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 003. The latest loaded filing year is 2023. The filing reports 385 participants and $31,551,737 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
- 003
- Plan type
- 2
- Location
- Boston, MA
- Latest filing year
- 2023
- Participants
- 385
- End-of-year plan assets
- $31,551,737
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 385 | H, C | 20241001132456NAL0006804945001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $31,551,737
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,551,737
- Net assets (BOY)
- $29,366,097
Income & contributions
- Employer contributions
- $803,496
- Participant contributions
- $1,228,564
- Total contributions
- $2,066,885
- Total income / additions
- $6,723,516
Expenses & distributions
- Benefits paid
- $4,490,270
- Administrative expenses
- $46,078
- Total expenses
- $4,537,876
- Net increase / (decrease)
- $2,185,640
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Global Retirement Partners, LLC | INVESTMENT ADVISOR | $23,500 | not reported in the loaded dataset | 2023 |
| Caron & Bletzer, Pllc | PLAN ADMINISTRATOR | $13,750 | not reported in the loaded dataset | 2023 |
| The Angell Pension Group, Inc. | PLAN ADMINISTRATOR | $8,125 | not reported in the loaded dataset | 2023 |
| Fidelity Inv Inst Oper Company Inc. | RECORDKEEPER | -$8,949 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Boston Symphony Orchestra, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Boston, MA
- Global Retirement Partners, LLC — Schedule C compensation
- Caron & Bletzer, Pllc — Schedule C compensation
- The Angell Pension Group, Inc. — Schedule C compensation
- Fidelity Inv Inst Oper Company Inc. — Schedule C compensation