Los Angeles Philharmonic Association Staff Retirement Plan — Form 5500 plan (Los Angeles Philharmonic 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, Los Angeles Philharmonic Association Staff Retirement Plan is a benefit plan reported by Los Angeles Philharmonic Association under EIN 95-1696734 and plan number 001. The latest loaded filing year is 2023. The filing reports 235 participants and $15,023,730 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$15MPlan net assets, end of year$15,023,730
Participants235Covered participants reported
Assets / participant$63.9KComputed: assets ÷ participants$63,931 (computed)
Provider compensation$103.4K3 Schedule C provider row(s)$103,440
- Plan sponsor
- Los Angeles Philharmonic Association
- EIN
- 95-1696734
- Plan number
- 001
- Plan type
- 2
- Location
- Los Angeles, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 235 | H, C | 20250411153115NAL0012744867001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$15M total assets
Net assets$15MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $15,023,730
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,023,730
- Net assets (BOY)
- $15,121,248
Income & contributions
- Employer contributions
- $0
- Total contributions
- $0
- Total income / additions
- $871,885
Expenses & distributions
- Benefits paid
- $785,527
- Administrative expenses
- $183,876
- Total expenses
- $969,403
- Net increase / (decrease)
- -$97,518
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income90%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Milliman | NONE | $49,743 | not reported in the loaded dataset | 2023 |
| Sei Investments Company | NONE | $47,567 | not reported in the loaded dataset | 2023 |
| Principal | NONE | $6,130 | not reported in the loaded dataset | 2023 |