Plan5500

Boston Symphony Orchestra Pension Institution — Form 5500 plan (Boston Symphony Orchestra, Inc.)

Plain-English plan 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, Boston Symphony Orchestra Pension Institution is a benefit plan reported by Boston Symphony Orchestra, Inc. under EIN 04-2103550 and plan number 001. The latest loaded filing year is 2023. The filing reports 186 participants and $74,955,668 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Boston Symphony Orchestra, Inc.
EIN
04-2103550
Plan number
001
Plan type
2
Location
Boston, MA
Latest filing year
2023
Participants
186
End-of-year plan assets
$74,955,668

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023186H, C20250603091338NAL0010093057001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$74,955,668
Total liabilities (EOY)
$0
Net assets (EOY)
$74,955,668
Net assets (BOY)
$69,745,230

Income & contributions

Employer contributions
$1,957,640
Total contributions
$1,957,640
Total income / additions
$10,919,470

Expenses & distributions

Benefits paid
$5,663,167
Administrative expenses
$45,865
Total expenses
$5,709,032
Net increase / (decrease)
$5,210,438

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Angell Pension Group, Inc.VENDOR$19,855not reported in the loaded dataset2023
Littler Mendelson PcVENDOR$17,510not reported in the loaded dataset2023
Caron & Bletzer, PllcVENDOR$8,500not reported in the loaded dataset2023

Related Form 5500 pages