Plan5500

Indianapolis Symphony Orchestra Pension Plan — Form 5500 plan (Indiana Symphony Society, 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, Indianapolis Symphony Orchestra Pension Plan is a benefit plan reported by Indiana Symphony Society, Inc. under EIN 35-0998627 and plan number 001. The latest loaded filing year is 2023. The filing reports 128 participants and $29,295,691 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Indiana Symphony Society, Inc.
EIN
35-0998627
Plan number
001
Plan type
2
Location
Indianapolis, IN
Latest filing year
2023
Participants
128
End-of-year plan assets
$29,295,691

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023128H, C20250320082558NAL0006549841001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$29,295,691
Total liabilities (EOY)
$0
Net assets (EOY)
$29,295,691
Net assets (BOY)
$28,436,400

Income & contributions

Total contributions
$0
Total income / additions
$3,023,286

Expenses & distributions

Benefits paid
$2,054,726
Administrative expenses
$109,269
Total expenses
$2,163,995
Net increase / (decrease)
$859,291

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Sei InvestmentsNONE$109,109not reported in the loaded dataset2023
Crowe, LlpNONE$26,174not reported in the loaded dataset2023
Mccready And Keene, Inc.NONE$10,833not reported in the loaded dataset2023

Related Form 5500 pages