Plan5500

Chicago Symphony Orchestra Assocociation 403(B) Plan For Administrative Employees — Form 5500 plan (Chicago Symphony Orchestra Association)

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, Chicago Symphony Orchestra Assocociation 403(B) Plan For Administrative Employees is a benefit plan reported by Chicago Symphony Orchestra Association under EIN 36-2167823 and plan number 004. The latest loaded filing year is 2023. The filing reports 198 participants and $30,625,264 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$30.6MPlan net assets, end of year$30,625,264
Participants198Covered participants reported
Assets / participant$154.7KComputed: assets ÷ participants$154,673 (computed)
Provider compensation$48.6K2 Schedule C provider row(s)$48,600
Plan sponsor
Chicago Symphony Orchestra Association
EIN
36-2167823
Plan number
004
Plan type
2
Location
Chicago, IL
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023198H, C20250128091322NAL0014262913001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$30.6M total assets
Net assets$30.6MLiabilities$0
Money in vs. money out
Total income / additions$5M
Total expenses$1.2M
Benefits paid / distributions$1.2M
Contributions
Employer$375.9K
Participant$935.2K
Full reported line items

Net assets

Total assets (EOY)
$30,625,264
Total liabilities (EOY)
$0
Net assets (EOY)
$30,625,264
Net assets (BOY)
$26,901,093

Income & contributions

Employer contributions
$375,908
Participant contributions
$935,196
Total contributions
$1,316,273
Total income / additions
$4,956,343

Expenses & distributions

Benefits paid
$1,183,572
Administrative expenses
$48,600
Total expenses
$1,232,172
Net increase / (decrease)
$3,724,171
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 29%Participant 71%
Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income24%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Pnc Institutional Asset ManagementADVISOR$27,578not reported in the loaded dataset2023
Newport Group, Inc.RECORDKEEPER$21,022$02023

Related Form 5500 pages