Chicago Symphony Orchestra Assocociation 403(B) Plan For Administrative Employees — Form 5500 plan (Chicago Symphony Orchestra 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, Chicago Symphony Orchestra Assocociation 403(B) Plan For Administrative Employees is a benefit plan reported by Chicago Symphony Orchestra Association under EIN 36-2167823 and plan number 004. The latest loaded filing year is 2023. The filing reports 198 participants and $30,625,264 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Chicago Symphony Orchestra Association
- EIN
- 36-2167823
- Plan number
- 004
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 198
- End-of-year plan assets
- $30,625,264
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 198 | H, C | 20250128091322NAL0014262913001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $30,625,264
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,625,264
- Net assets (BOY)
- $26,901,093
Income & contributions
- Employer contributions
- $375,908
- Participant contributions
- $935,196
- Total contributions
- $1,316,273
- Total income / additions
- $4,956,343
Expenses & distributions
- Benefits paid
- $1,183,572
- Administrative expenses
- $48,600
- Total expenses
- $1,232,172
- Net increase / (decrease)
- $3,724,171
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pnc Institutional Asset Management | ADVISOR | $27,578 | not reported in the loaded dataset | 2023 |
| Newport Group, Inc. | RECORDKEEPER | $21,022 | $0 | 2023 |