San Diego Symphony Orchestra Musicians' Pension Plan — Form 5500 plan (San Diego 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, San Diego Symphony Orchestra Musicians' Pension Plan is a benefit plan reported by San Diego Symphony Orchestra Association under EIN 95-3661574 and plan number 001. The latest loaded filing year is 2023. The filing reports 218 participants and $12,751,614 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- San Diego Symphony Orchestra Association
- EIN
- 95-3661574
- Plan number
- 001
- Plan type
- 2
- Location
- Escondido, CA
- Latest filing year
- 2023
- Participants
- 218
- End-of-year plan assets
- $12,751,614
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 218 | H, C | 20250415105616NAL0001443827001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,751,614
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,751,614
- Net assets (BOY)
- $11,925,626
Income & contributions
- Employer contributions
- $716,329
- Total contributions
- $716,329
- Total income / additions
- $1,893,896
Expenses & distributions
- Benefits paid
- $846,971
- Administrative expenses
- $220,937
- Total expenses
- $1,067,908
- Net increase / (decrease)
- $825,988
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capfinancial Partners LLC | NONE | $41,935 | not reported in the loaded dataset | 2023 |
| Tri-Ad Actuaries, Inc | NONE | $19,215 | not reported in the loaded dataset | 2023 |
| Seltzer Captain Mcmohan Vitek | NONE | $5,518 | not reported in the loaded dataset | 2023 |
| Moss Adams Llp | NONE | $3,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for San Diego Symphony Orchestra Association
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Escondido, CA
- Capfinancial Partners LLC — Schedule C compensation
- Tri-Ad Actuaries, Inc — Schedule C compensation
- Seltzer Captain Mcmohan Vitek — Schedule C compensation
- Moss Adams Llp — Schedule C compensation