2023 Form 5500 filing — Chicago Symphony Orchestra Assocociation 403(B) Plan For Administrative Employees
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 20250128091322NAL0014262913001) for Chicago Symphony Orchestra Assocociation 403(B) Plan For Administrative Employees, reported by Chicago Symphony Orchestra Association under EIN 36-2167823 and plan number 004. It reports 198 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250128091322NAL0014262913001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Chicago Symphony Orchestra Association
- EIN
- 36-2167823
- Plan number
- 004
- Location
- Chicago, IL
- Participants
- 198
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $30,625,264
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,625,264
- Employer contributions
- $375,908
- Participant contributions
- $935,196
- Total income / additions
- $4,956,343
- Benefits paid
- $1,183,572
- Administrative expenses
- $48,600
- Total expenses
- $1,232,172
- Net increase / (decrease)
- $3,724,171
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pnc Institutional Asset Management | ADVISOR | $27,578 | not reported in the loaded dataset |
| Newport Group, Inc. | RECORDKEEPER | $21,022 | $0 |