2023 Form 5500 filing — Tax Sheltered Annuity Plan For The Staff Employees Of The Boston Symphony Orchestra, Inc.
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241001132456NAL0006804945001) for Tax Sheltered Annuity Plan For The Staff Employees Of The Boston Symphony Orchestra, Inc., reported by Boston Symphony Orchestra, Inc. under EIN 04-2103550 and plan number 003. It reports 385 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$31.6MReported net assets$31,551,737
Participants385
Provider compensation$36.4K4 Schedule C row(s)$36,426
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241001132456NAL0006804945001
- Plan sponsor
- Boston Symphony Orchestra, Inc.
- EIN
- 04-2103550
- Plan number
- 003
- Location
- Boston, MA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$31.6M total assets
Net assets$31.6MLiabilities$0
Full reported line items
- Total assets (EOY)
- $31,551,737
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,551,737
- Employer contributions
- $803,496
- Participant contributions
- $1,228,564
- Total income / additions
- $6,723,516
- Benefits paid
- $4,490,270
- Administrative expenses
- $46,078
- Total expenses
- $4,537,876
- Net increase / (decrease)
- $2,185,640
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Global Retirement Partners, LLC | INVESTMENT ADVISOR | $23,500 | not reported in the loaded dataset |
| Caron & Bletzer, Pllc | PLAN ADMINISTRATOR | $13,750 | not reported in the loaded dataset |
| The Angell Pension Group, Inc. | PLAN ADMINISTRATOR | $8,125 | not reported in the loaded dataset |
| Fidelity Inv Inst Oper Company Inc. | RECORDKEEPER | -$8,949 | $0 |