Seattle Symphony Savings Plan — Form 5500 plan (Seattle Symphony Orchestra)
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, Seattle Symphony Savings Plan is a benefit plan reported by Seattle Symphony Orchestra under EIN 91-0667412 and plan number 004. The latest loaded filing year is 2023. The filing reports 719 participants and $42,169,065 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Seattle Symphony Orchestra
- EIN
- 91-0667412
- Plan number
- 004
- Plan type
- 3
- Location
- Seattle, WA
- Latest filing year
- 2023
- Participants
- 719
- End-of-year plan assets
- $42,169,065
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 719 | H, C | 20240919154859NAL0006159681001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $42,169,065
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $42,169,065
- Net assets (BOY)
- $37,442,320
Income & contributions
- Employer contributions
- $184,356
- Participant contributions
- $1,735,164
- Total contributions
- $1,946,933
- Total income / additions
- $8,407,975
Expenses & distributions
- Benefits paid
- $3,637,065
- Administrative expenses
- $44,165
- Total expenses
- $3,681,230
- Net increase / (decrease)
- $4,726,745
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Milliman | NONE | $23,426 | not reported in the loaded dataset | 2023 |
| Rbc Capital Markets | NONE | $10,661 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | NONE | $7,139 | not reported in the loaded dataset | 2023 |
| Mscs Financial Services | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Seattle Symphony Orchestra
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Seattle, WA
- Milliman — Schedule C compensation
- Rbc Capital Markets — Schedule C compensation
- Matrix Trust Company — Schedule C compensation
- Mscs Financial Services — Schedule C compensation