Plan5500

2023 Form 5500 filing — Chicago Symphony Orchestra Pension Plan

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 20250317171406NAL0003458304001) for Chicago Symphony Orchestra Pension Plan, reported by Board Of Trustees Of Chicago Symphony Orchestra Pension Plan under EIN 36-2859355 and plan number 001. It reports 161 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250317171406NAL0003458304001
Filing year
2023
Form type
2
Plan sponsor
Board Of Trustees Of Chicago Symphony Orchestra Pension Plan
EIN
36-2859355
Plan number
001
Location
Chicago, IL
Participants
161
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$59,768,516
Total liabilities (EOY)
$3,064
Net assets (EOY)
$59,765,452
Employer contributions
$2,763,083
Total income / additions
$9,453,243
Benefits paid
$4,775,604
Administrative expenses
$352,748
Total expenses
$5,128,352
Net increase / (decrease)
$4,324,891
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Marquette AssociatesINVESTMENT ADVISORY$92,500not reported in the loaded dataset
The Segal CompanyACTUARIAL$64,987not reported in the loaded dataset
Clarion PartnersINVESTMENT MANAGEMENT$25,454not reported in the loaded dataset
The Northern Trust CompanyCONTRACT ADMINISTRATOR$18,949not reported in the loaded dataset
Plante Moran, PllcACCOUNTING$16,440not reported in the loaded dataset
Lm Capital Group, LLCINVESTMENT MANAGEMENT$13,990not reported in the loaded dataset

Related Form 5500 pages