The Metropolitan Opera Retirement Savings Plan — Form 5500 plan (Metropolitan Opera Association, 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, The Metropolitan Opera Retirement Savings Plan is a benefit plan reported by Metropolitan Opera Association, Inc. under EIN 13-1624087 and plan number 010. The latest loaded filing year is 2023. The filing reports 1,217 participants and $217,423,741 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Metropolitan Opera Association, Inc.
- EIN
- 13-1624087
- Plan number
- 010
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 1,217
- End-of-year plan assets
- $217,423,741
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,217 | H, C | 20241015095749NAL0014356851002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $217,423,741
- Total liabilities (EOY)
- $31,496
- Net assets (EOY)
- $217,392,245
- Net assets (BOY)
- $196,098,583
Income & contributions
- Employer contributions
- $57,509
- Participant contributions
- $9,216,065
- Total contributions
- $9,632,078
- Total income / additions
- $36,583,085
Expenses & distributions
- Benefits paid
- $14,915,826
- Administrative expenses
- $187,506
- Total expenses
- $15,289,423
- Net increase / (decrease)
- $21,293,662
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Kpmg | AUDITOR | $63,500 | not reported in the loaded dataset | 2023 |
| Capfinancial Partners, LLC | INVESTMENT ADVISORY | $53,732 | not reported in the loaded dataset | 2023 |
| Proskauer Rose Llp | LEGAL | $19,953 | not reported in the loaded dataset | 2023 |
| Transamerica Retirement Solutions | RECORD KEEPER | $18,825 | $0 | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
| Charles Schwab & Co., Inc. | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Metropolitan Opera Association, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Kpmg — Schedule C compensation
- Capfinancial Partners, LLC — Schedule C compensation
- Proskauer Rose Llp — Schedule C compensation
- Transamerica Retirement Solutions — Schedule C compensation
- National Financial Services — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation