Rochester Philharmonic Orchestra, Inc. Retirement Plan — Form 5500 plan (Rochester Philharmonic 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, Rochester Philharmonic Orchestra, Inc. Retirement Plan is a benefit plan reported by Rochester Philharmonic Orchestra, Inc. under EIN 16-0765613 and plan number 005. The latest loaded filing year is 2023. The filing reports 211 participants and $8,577,372 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rochester Philharmonic Orchestra, Inc.
- EIN
- 16-0765613
- Plan number
- 005
- Plan type
- 2
- Location
- Rochester, NY
- Latest filing year
- 2023
- Participants
- 211
- End-of-year plan assets
- $8,577,372
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 211 | H, C | 20241007123318NAL0031715810001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,577,372
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,577,372
- Net assets (BOY)
- $7,150,652
Income & contributions
- Employer contributions
- $50,622
- Participant contributions
- $400,699
- Total contributions
- $454,865
- Total income / additions
- $1,780,465
Expenses & distributions
- Benefits paid
- $316,556
- Administrative expenses
- $37,189
- Total expenses
- $353,745
- Net increase / (decrease)
- $1,426,720
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Life & Annity Ins Co Of Ny | RECORD-KEEPER | $13,523 | $0 | 2023 |
| Lpl Financial | INVESTMENT ADVISOR | $12,925 | not reported in the loaded dataset | 2023 |
| Efpr Group Llp Dba Efpr Group | AUDITOR | $7,500 | not reported in the loaded dataset | 2023 |
| Enhanced Retirement Solutions | CONTRACT ADMINISTRATOR | $3,025 | not reported in the loaded dataset | 2023 |
| Fidelity Invest. Intl Ops Co, Inc. | RECORD-KEEPER | $285 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Rochester Philharmonic Orchestra, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Rochester, NY
- Empower Life & Annity Ins Co Of Ny — Schedule C compensation
- Lpl Financial — Schedule C compensation
- Efpr Group Llp Dba Efpr Group — Schedule C compensation
- Enhanced Retirement Solutions — Schedule C compensation
- Fidelity Invest. Intl Ops Co, Inc. — Schedule C compensation