2023 Form 5500 filing — The New York Philharmonic 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 20250616085045NAL0002018434001) for The New York Philharmonic Orchestra Pension Plan, reported by The Philharmonic-Symphony Society Of New York, Inc. under EIN 13-1664054 and plan number 002. It reports 181 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250616085045NAL0002018434001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Philharmonic-Symphony Society Of New York, Inc.
- EIN
- 13-1664054
- Plan number
- 002
- Location
- New York, NY
- Participants
- 181
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $64,150,071
- Total liabilities (EOY)
- $1,642,385
- Net assets (EOY)
- $62,507,686
- Employer contributions
- $2,268,000
- Total income / additions
- $11,433,082
- Benefits paid
- $4,392,213
- Administrative expenses
- $485,391
- Total expenses
- $4,877,604
- Net increase / (decrease)
- $6,555,478
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cambridge Associates LLC | NONE | $132,185 | not reported in the loaded dataset |
| The Bank Of New York Mellon | NONE | $90,883 | $0 |
| Harper Danesh, LLC | NONE | $61,778 | not reported in the loaded dataset |
| Armanino, Llp | NONE | $26,935 | not reported in the loaded dataset |
| Arrowstreet Capital | NONE | $17,038 | $0 |
| Polen Capital | NONE | $11,879 | not reported in the loaded dataset |
| Legal & General Investment Mgmt | NONE | $9,375 | not reported in the loaded dataset |