Metropolitan Opera Association Retirement Plan — Form 5500 plan (Metropolitan Opera Association, 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, Metropolitan Opera Association Retirement Plan is a benefit plan reported by Metropolitan Opera Association, Inc under EIN 13-1624087 and plan number 007. The latest loaded filing year is 2023. The filing reports 1,647 participants and $264,849,769 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Metropolitan Opera Association, Inc
- EIN
- 13-1624087
- Plan number
- 007
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 1,647
- End-of-year plan assets
- $264,849,769
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,647 | H, C | 20250515102842NAL0019557457001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $264,849,769
- Total liabilities (EOY)
- $830,776
- Net assets (EOY)
- $264,018,993
- Net assets (BOY)
- $248,076,666
Income & contributions
- Employer contributions
- $10,965,000
- Total contributions
- $10,965,000
- Total income / additions
- $38,742,686
Expenses & distributions
- Benefits paid
- $19,786,730
- Administrative expenses
- $3,013,629
- Total expenses
- $22,800,359
- Net increase / (decrease)
- $15,942,327
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Partners Capital | NONE | $1,163,509 | not reported in the loaded dataset | 2023 |
| Two Sigma Ab Ret Enhanced Fund | NONE | $0 | $494,293 | 2023 |
| Soroban Opportunities Cayman Fund | NONE | $3,277 | $386,971 | 2023 |
| Holocene Advisors Offshore Fund Ltd | NONE | $0 | $381,309 | 2023 |
| Elliott International Limited | NONE | $0 | $319,574 | 2023 |
| The Children'S Investment Fund | NONE | $2,322 | $255,427 | 2023 |
| 140 Summer Partners | NONE | $0 | $193,944 | 2023 |
| Anomaly | NONE | $0 | $154,375 | 2023 |
| Hpt Feeder Viii Lp | NONE | $99,573 | $37,500 | 2023 |
| State Street Global Advisors | NONE | $131,742 | not reported in the loaded dataset | 2023 |
| Silver Point Distressed Opp Inst | NONE | $0 | $122,795 | 2023 |
| Hollyport Secondary Opportunities V | NONE | $72,539 | $45,000 | 2023 |
| Milliman | NONE | $113,725 | not reported in the loaded dataset | 2023 |
| Avoro Life Sciences Fund Offshore | NONE | $0 | $94,061 | 2023 |
| Walleye | NONE | $0 | $93,013 | 2023 |
| Msd Special Investments Fund Ii | NONE | $50,935 | $29,206 | 2023 |
| Gmo Quality Fund - Class Vi | NONE | $13,339 | $60,146 | 2023 |
| Msd Special Investments Fund | NONE | $12,560 | $53,487 | 2023 |
| Alta Park | NONE | $0 | $61,129 | 2023 |
| Pinnacle | NONE | $0 | $59,552 | 2023 |
| Craft Ventures Growth I Feeder Fund | NONE | $18,669 | $38,554 | 2023 |
| Rtw Innovation Offshore Fund, Ltd. | NONE | $22,286 | $32,957 | 2023 |
| Exodus Point Partners | NONE | $0 | $55,170 | 2023 |
| Covalis | NONE | $0 | $51,783 | 2023 |
| Encompass | NONE | $0 | $49,064 | 2023 |
| Vista Equity Partners Fund Vii - A | NONE | $0 | $45,000 | 2023 |
| Center Rock I | NONE | $0 | $44,211 | 2023 |
| Wmqs | NONE | $0 | $41,469 | 2023 |
| Msd Private Credit Opportunity Fund | NONE | $16,828 | $23,946 | 2023 |
| Centra Lane | NONE | $0 | $40,000 | 2023 |
| Craft Ventures Iii Feeder | NONE | $0 | $37,408 | 2023 |
| Blackstone Real Estate Partners Eur | NONE | $0 | $37,226 | 2023 |
| Fortress Credit Opportunities Fund | NONE | $0 | $35,576 | 2023 |
| Vista Equity Partners Fund Viii | NONE | $0 | $33,328 | 2023 |
| Alpinvest Us Holdings, LLC | NONE | $0 | $32,933 | 2023 |
| Soroban Long | NONE | $1,209 | $29,983 | 2023 |
| 8vc-Fund Iii | NONE | $0 | $30,000 | 2023 |
| Stonepeak Opportunities Fund | NONE | $0 | $28,780 | 2023 |
| Sycamore Partners Fund Iii-A, Lp | NONE | $0 | $28,221 | 2023 |
| Fifthdelta | NONE | $0 | $27,297 | 2023 |
| Kpmg | NONE | $26,600 | not reported in the loaded dataset | 2023 |
| 8vc-Fund Ii | NONE | $0 | $25,939 | 2023 |
| Soroban Decarb | NONE | $1,260 | $24,667 | 2023 |
| Proskauer Rose Llp | NONE | $25,399 | not reported in the loaded dataset | 2023 |
| Arrowstreet Global | NONE | $11,667 | $13,128 | 2023 |
| Francisco Credit Partners Vii | NONE | $0 | $24,522 | 2023 |
| Ares Management Uk Limited | NONE | $0 | $24,322 | 2023 |
| Perceptive Credit Opportunities Iii | NONE | $0 | $24,127 | 2023 |
| Palatine Real Estate Fund Iii Gp | NONE | $0 | $23,521 | 2023 |
| Palatine Real Estate Fund Iv Lp | NONE | $0 | $23,233 | 2023 |
| Francisco Credit Partnersaggregator | NONE | $0 | $23,099 | 2023 |
| Spdr Blackstone Senior Loan Etf | NONE | $0 | $21,261 | 2023 |
| Gemspring Capital Fund Iii-A, Lp | NONE | $3,972 | $16,510 | 2023 |
| Schonfeld Strategics | NONE | $0 | $19,830 | 2023 |
| Sdc Digit Infra Opportunity Fund Iv | NONE | $0 | $17,281 | 2023 |
| Amulet Capital Fund Iii, L.P. | NONE | $0 | $17,032 | 2023 |
| Fp Credit Partners Ii Aggregator A | NONE | $0 | $16,573 | 2023 |
| Atlas Capital Group, LLC | NONE | $0 | $15,025 | 2023 |
| Dbx Advisors LLC | NONE | $0 | $13,735 | 2023 |
| Center Rock Ii | NONE | $0 | $13,162 | 2023 |
| Andurand Capital | NONE | $0 | $12,553 | 2023 |
| Blackstone Life Sciences Yield Nt | NONE | $0 | $10,640 | 2023 |
| Prime Finance | NONE | $0 | $10,207 | 2023 |
| Craft Ventures Feeder Iv | NONE | $0 | $10,000 | 2023 |
| The Founders Fund Growth Ii, Lp | NONE | $0 | $9,787 | 2023 |
| General Catalyst Groupon Xii | NONE | $0 | $9,717 | 2023 |
| Silver Point Distressed Opportunity | NONE | $0 | $9,299 | 2023 |
| Ishares Msci Hedged Eafe Index | NONE | $0 | $9,167 | 2023 |
| Dunes Point Capital Fund Iii-A L.P. | NONE | $0 | $9,053 | 2023 |
| Ishares Msci Usa Value (Vlue) | NONE | $0 | $8,653 | 2023 |
| Vanguard Total World (Vt) | NONE | $0 | $7,746 | 2023 |
| Vanguard Inter-Term Trea Fund (Adm) | NONE | $0 | $7,701 | 2023 |
| Roark | NONE | $0 | $7,439 | 2023 |
| Perceptive Credit Opportunities Ii | NONE | $0 | $7,432 | 2023 |
| Ifp Global Equity | NONE | $0 | $7,230 | 2023 |
| Craft Ventures Growth Feeder Ii, Lp | NONE | $0 | $6,000 | 2023 |
| Ares Strategic Inc Fund | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Metropolitan Opera Association, Inc
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Partners Capital — Schedule C compensation
- Two Sigma Ab Ret Enhanced Fund — Schedule C compensation
- Soroban Opportunities Cayman Fund — Schedule C compensation
- Holocene Advisors Offshore Fund Ltd — Schedule C compensation
- Elliott International Limited — Schedule C compensation
- The Children'S Investment Fund — Schedule C compensation
- 140 Summer Partners — Schedule C compensation
- Anomaly — Schedule C compensation
- Hpt Feeder Viii Lp — Schedule C compensation
- State Street Global Advisors — Schedule C compensation
- Silver Point Distressed Opp Inst — Schedule C compensation
- Hollyport Secondary Opportunities V — Schedule C compensation
- Milliman — Schedule C compensation
- Avoro Life Sciences Fund Offshore — Schedule C compensation
- Walleye — Schedule C compensation
- Msd Special Investments Fund Ii — Schedule C compensation
- Gmo Quality Fund - Class Vi — Schedule C compensation
- Msd Special Investments Fund — Schedule C compensation
- Alta Park — Schedule C compensation
- Pinnacle — Schedule C compensation
- Craft Ventures Growth I Feeder Fund — Schedule C compensation
- Rtw Innovation Offshore Fund, Ltd. — Schedule C compensation
- Exodus Point Partners — Schedule C compensation
- Covalis — Schedule C compensation
- Encompass — Schedule C compensation
- Vista Equity Partners Fund Vii - A — Schedule C compensation
- Center Rock I — Schedule C compensation
- Wmqs — Schedule C compensation
- Msd Private Credit Opportunity Fund — Schedule C compensation
- Centra Lane — Schedule C compensation
- Craft Ventures Iii Feeder — Schedule C compensation
- Blackstone Real Estate Partners Eur — Schedule C compensation
- Fortress Credit Opportunities Fund — Schedule C compensation
- Vista Equity Partners Fund Viii — Schedule C compensation
- Alpinvest Us Holdings, LLC — Schedule C compensation
- Soroban Long — Schedule C compensation
- 8vc-Fund Iii — Schedule C compensation
- Stonepeak Opportunities Fund — Schedule C compensation
- Sycamore Partners Fund Iii-A, Lp — Schedule C compensation
- Fifthdelta — Schedule C compensation
- Kpmg — Schedule C compensation
- 8vc-Fund Ii — Schedule C compensation
- Soroban Decarb — Schedule C compensation
- Proskauer Rose Llp — Schedule C compensation
- Arrowstreet Global — Schedule C compensation
- Francisco Credit Partners Vii — Schedule C compensation
- Ares Management Uk Limited — Schedule C compensation
- Perceptive Credit Opportunities Iii — Schedule C compensation
- Palatine Real Estate Fund Iii Gp — Schedule C compensation
- Palatine Real Estate Fund Iv Lp — Schedule C compensation
- Francisco Credit Partnersaggregator — Schedule C compensation
- Spdr Blackstone Senior Loan Etf — Schedule C compensation
- Gemspring Capital Fund Iii-A, Lp — Schedule C compensation
- Schonfeld Strategics — Schedule C compensation
- Sdc Digit Infra Opportunity Fund Iv — Schedule C compensation
- Amulet Capital Fund Iii, L.P. — Schedule C compensation
- Fp Credit Partners Ii Aggregator A — Schedule C compensation
- Atlas Capital Group, LLC — Schedule C compensation
- Dbx Advisors LLC — Schedule C compensation
- Center Rock Ii — Schedule C compensation
- Andurand Capital — Schedule C compensation
- Blackstone Life Sciences Yield Nt — Schedule C compensation
- Prime Finance — Schedule C compensation
- Craft Ventures Feeder Iv — Schedule C compensation
- The Founders Fund Growth Ii, Lp — Schedule C compensation
- General Catalyst Groupon Xii — Schedule C compensation
- Silver Point Distressed Opportunity — Schedule C compensation
- Ishares Msci Hedged Eafe Index — Schedule C compensation
- Dunes Point Capital Fund Iii-A L.P. — Schedule C compensation
- Ishares Msci Usa Value (Vlue) — Schedule C compensation
- Vanguard Total World (Vt) — Schedule C compensation
- Vanguard Inter-Term Trea Fund (Adm) — Schedule C compensation
- Roark — Schedule C compensation
- Perceptive Credit Opportunities Ii — Schedule C compensation
- Ifp Global Equity — Schedule C compensation
- Craft Ventures Growth Feeder Ii, Lp — Schedule C compensation
- Ares Strategic Inc Fund — Schedule C compensation