The Orchestral Association Retirement Plan For Administrative Employees — Form 5500 plan (The Orchestral 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 Orchestral Association Retirement Plan For Administrative Employees is a benefit plan reported by The Orchestral Association under EIN 36-2167823 and plan number 002. The latest loaded filing year is 2023. The filing reports 187 participants and $14,812,671 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Orchestral Association
- EIN
- 36-2167823
- Plan number
- 002
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 187
- End-of-year plan assets
- $14,812,671
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 187 | H, C | 20250317171323NAL0001935921001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,812,671
- Total liabilities (EOY)
- $1,097
- Net assets (EOY)
- $14,811,574
- Net assets (BOY)
- $13,217,853
Income & contributions
- Employer contributions
- $434,006
- Total contributions
- $434,006
- Total income / additions
- $2,507,265
Expenses & distributions
- Benefits paid
- $677,627
- Administrative expenses
- $235,917
- Total expenses
- $913,544
- Net increase / (decrease)
- $1,593,721
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Segal Company | ACTUARIAL | $30,477 | not reported in the loaded dataset | 2023 |
| Eagle Capital Management, LLC | INVESTMENT MANAGMENT | $16,717 | not reported in the loaded dataset | 2023 |
| Plante Moran, Pllc | ACCOUNTING | $16,440 | not reported in the loaded dataset | 2023 |
| The Northern Trust Company | CONTRACT ADMINISTRATOR | $14,498 | not reported in the loaded dataset | 2023 |
| Monticello Associates | INVESTMENT ADVISORY | $9,875 | not reported in the loaded dataset | 2023 |
| Wellington Trust Company, Na | INVESTMENT MGMT FEES | $8,034 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Orchestral Association
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Chicago, IL
- The Segal Company — Schedule C compensation
- Eagle Capital Management, LLC — Schedule C compensation
- Plante Moran, Pllc — Schedule C compensation
- The Northern Trust Company — Schedule C compensation
- Monticello Associates — Schedule C compensation
- Wellington Trust Company, Na — Schedule C compensation