Plan5500

Boston Symphony Orchestra Pensions Trust Fund — 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 Pensions Trust Fund is a benefit plan reported by Boston Symphony Orchestra Inc. under EIN 04-2103550 and plan number 004. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $110,918,243 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
004
Plan type
4
Location
Boston, MA
Latest filing year
2023
Participants
not reported in the loaded dataset
End-of-year plan assets
$110,918,243

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023not reported in the loaded datasetH, C20250603091622NAL0010094769001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$110,918,243
Total liabilities (EOY)
$0
Net assets (EOY)
$110,918,243
Net assets (BOY)
$103,024,991

Income & contributions

Total contributions
$0
Total income / additions
$13,432,495

Expenses & distributions

Benefits paid
$0
Administrative expenses
$155,939
Total expenses
$155,939
Net increase / (decrease)
$13,276,556

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Silchester International InvestorsVENDOR$90,130not reported in the loaded dataset2023
Gardner Russo & GardnerVENDOR$38,433not reported in the loaded dataset2023
State Street Bank & TrustVENDOR$33,686$02023
Westwood Global Investments, LLCVENDOR$30,399not reported in the loaded dataset2023

Related Form 5500 pages