2023 Form 5500 filing — Indianapolis 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 20250320082558NAL0006549841001) for Indianapolis Symphony Orchestra Pension Plan, reported by Indiana Symphony Society, Inc. under EIN 35-0998627 and plan number 001. It reports 128 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250320082558NAL0006549841001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Indiana Symphony Society, Inc.
- EIN
- 35-0998627
- Plan number
- 001
- Location
- Indianapolis, IN
- Participants
- 128
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $29,295,691
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,295,691
- Total income / additions
- $3,023,286
- Benefits paid
- $2,054,726
- Administrative expenses
- $109,269
- Total expenses
- $2,163,995
- Net increase / (decrease)
- $859,291
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sei Investments | NONE | $109,109 | not reported in the loaded dataset |
| Crowe, Llp | NONE | $26,174 | not reported in the loaded dataset |
| Mccready And Keene, Inc. | NONE | $10,833 | not reported in the loaded dataset |