The Musical Arts Association Retirement Plan — Form 5500 plan (The Musical Arts Association)
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 Musical Arts Association Retirement Plan is a benefit plan reported by The Musical Arts Association under EIN 34-0714468 and plan number 001. The latest loaded filing year is 2023. The filing reports 310 participants and $55,653,211 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Musical Arts Association
- EIN
- 34-0714468
- Plan number
- 001
- Plan type
- 2
- Location
- Cleveland, OH
- Latest filing year
- 2023
- Participants
- 310
- End-of-year plan assets
- $55,653,211
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 310 | H, C | 20250814145615NAL0005467971001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $55,653,211
- Total liabilities (EOY)
- $48,876
- Net assets (EOY)
- $55,604,335
- Net assets (BOY)
- $48,422,142
Income & contributions
- Employer contributions
- $1,571,676
- Total contributions
- $1,571,676
- Total income / additions
- $11,815,373
Expenses & distributions
- Benefits paid
- $4,287,109
- Administrative expenses
- $346,071
- Total expenses
- $4,633,180
- Net increase / (decrease)
- $7,182,193
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Towers Watson | NONE | $52,151 | not reported in the loaded dataset | 2023 |
| Wellington Trust Company, Na | NONE | $24,430 | not reported in the loaded dataset | 2023 |
| Monticello Associates, Inc. | NONE | $20,117 | not reported in the loaded dataset | 2023 |
| Rsm Us Llp | NONE | $14,500 | not reported in the loaded dataset | 2023 |
| Keybank National Association | NONE | $5,985 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Musical Arts Association
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Cleveland, OH
- Towers Watson — Schedule C compensation
- Wellington Trust Company, Na — Schedule C compensation
- Monticello Associates, Inc. — Schedule C compensation
- Rsm Us Llp — Schedule C compensation
- Keybank National Association — Schedule C compensation