The New York Philharmonic Orchestra Pension Plan — Form 5500 plan (The Philharmonic-Symphony Society Of New York, 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 New York Philharmonic Orchestra Pension Plan is a benefit plan reported by The Philharmonic-Symphony Society Of New York, Inc. under EIN 13-1664054 and plan number 002. The latest loaded filing year is 2023. The filing reports 181 participants and $64,150,071 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Philharmonic-Symphony Society Of New York, Inc.
- EIN
- 13-1664054
- Plan number
- 002
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 181
- End-of-year plan assets
- $64,150,071
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 181 | H, C | 20250616085045NAL0002018434001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $64,150,071
- Total liabilities (EOY)
- $1,642,385
- Net assets (EOY)
- $62,507,686
- Net assets (BOY)
- $55,952,208
Income & contributions
- Employer contributions
- $2,268,000
- Total contributions
- $2,268,000
- Total income / additions
- $11,433,082
Expenses & distributions
- Benefits paid
- $4,392,213
- Administrative expenses
- $485,391
- Total expenses
- $4,877,604
- Net increase / (decrease)
- $6,555,478
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cambridge Associates LLC | NONE | $132,185 | not reported in the loaded dataset | 2023 |
| The Bank Of New York Mellon | NONE | $90,883 | $0 | 2023 |
| Harper Danesh, LLC | NONE | $61,778 | not reported in the loaded dataset | 2023 |
| Armanino, Llp | NONE | $26,935 | not reported in the loaded dataset | 2023 |
| Arrowstreet Capital | NONE | $17,038 | $0 | 2023 |
| Polen Capital | NONE | $11,879 | not reported in the loaded dataset | 2023 |
| Legal & General Investment Mgmt | NONE | $9,375 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Philharmonic-Symphony Society Of New York, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Cambridge Associates LLC — Schedule C compensation
- The Bank Of New York Mellon — Schedule C compensation
- Harper Danesh, LLC — Schedule C compensation
- Armanino, Llp — Schedule C compensation
- Arrowstreet Capital — Schedule C compensation
- Polen Capital — Schedule C compensation
- Legal & General Investment Mgmt — Schedule C compensation