Plan5500

2023 Form 5500 filing — The Orchestral Association Retirement 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 20250317171323NAL0001935921001) for The Orchestral Association Retirement Plan For Administrative Employees, reported by The Orchestral Association under EIN 36-2167823 and plan number 002. It reports 187 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250317171323NAL0001935921001
Filing year
2023
Form type
2
Plan sponsor
The Orchestral Association
EIN
36-2167823
Plan number
002
Location
Chicago, IL
Participants
187
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$14,812,671
Total liabilities (EOY)
$1,097
Net assets (EOY)
$14,811,574
Employer contributions
$434,006
Total income / additions
$2,507,265
Benefits paid
$677,627
Administrative expenses
$235,917
Total expenses
$913,544
Net increase / (decrease)
$1,593,721
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
The Segal CompanyACTUARIAL$30,477not reported in the loaded dataset
Eagle Capital Management, LLCINVESTMENT MANAGMENT$16,717not reported in the loaded dataset
Plante Moran, PllcACCOUNTING$16,440not reported in the loaded dataset
The Northern Trust CompanyCONTRACT ADMINISTRATOR$14,498not reported in the loaded dataset
Monticello AssociatesINVESTMENT ADVISORY$9,875not reported in the loaded dataset
Wellington Trust Company, NaINVESTMENT MGMT FEES$8,034not reported in the loaded dataset

Related Form 5500 pages