Plan5500

The Steinway Musical Pension Plan — Form 5500 plan (Steinway Musical Instruments, 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, The Steinway Musical Pension Plan is a benefit plan reported by Steinway Musical Instruments, Inc. under EIN 35-1910745 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,391 participants and $65,065,573 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Steinway Musical Instruments, Inc.
EIN
35-1910745
Plan number
002
Plan type
2
Location
Astoria, NY
Latest filing year
2023
Participants
1,391
End-of-year plan assets
$65,065,573

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,391H, C20241014092534NAL0025818177001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$65,065,573
Total liabilities (EOY)
$0
Net assets (EOY)
$65,065,573
Net assets (BOY)
$56,746,130

Income & contributions

Total contributions
$0
Total income / additions
$14,078,024

Expenses & distributions

Benefits paid
$4,419,632
Administrative expenses
$1,338,949
Total expenses
$5,758,581
Net increase / (decrease)
$8,319,443

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Capital SpringNONE$799,530not reported in the loaded dataset2023
Shepard KaplanNONE$70,000not reported in the loaded dataset2023
Sentinel Benefits Group, Inc.NONE$64,116not reported in the loaded dataset2023
Falcon Investment Advisors, LLCNONE$28,657not reported in the loaded dataset2023
Chambers Energy CapitalNONE$6,352not reported in the loaded dataset2023

Related Form 5500 pages