Chicago Symphony Orchestra Pension Plan — Form 5500 plan (Board Of Trustees Of Chicago Symphony Orchestra Pension Plan)
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 Pension Plan is a benefit plan reported by Board Of Trustees Of Chicago Symphony Orchestra Pension Plan under EIN 36-2859355 and plan number 001. The latest loaded filing year is 2023. The filing reports 161 participants and $59,768,516 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Chicago Symphony Orchestra Pension Plan
- EIN
- 36-2859355
- Plan number
- 001
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 161
- End-of-year plan assets
- $59,768,516
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 161 | H, C | 20250317171406NAL0003458304001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $59,768,516
- Total liabilities (EOY)
- $3,064
- Net assets (EOY)
- $59,765,452
- Net assets (BOY)
- $55,440,561
Income & contributions
- Employer contributions
- $2,763,083
- Total contributions
- $2,868,407
- Total income / additions
- $9,453,243
Expenses & distributions
- Benefits paid
- $4,775,604
- Administrative expenses
- $352,748
- Total expenses
- $5,128,352
- Net increase / (decrease)
- $4,324,891
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Marquette Associates | INVESTMENT ADVISORY | $92,500 | not reported in the loaded dataset | 2023 |
| The Segal Company | ACTUARIAL | $64,987 | not reported in the loaded dataset | 2023 |
| Clarion Partners | INVESTMENT MANAGEMENT | $25,454 | not reported in the loaded dataset | 2023 |
| The Northern Trust Company | CONTRACT ADMINISTRATOR | $18,949 | not reported in the loaded dataset | 2023 |
| Plante Moran, Pllc | ACCOUNTING | $16,440 | not reported in the loaded dataset | 2023 |
| Lm Capital Group, LLC | INVESTMENT MANAGEMENT | $13,990 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Chicago Symphony Orchestra Pension Plan
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Chicago, IL
- Marquette Associates — Schedule C compensation
- The Segal Company — Schedule C compensation
- Clarion Partners — Schedule C compensation
- The Northern Trust Company — Schedule C compensation
- Plante Moran, Pllc — Schedule C compensation
- Lm Capital Group, LLC — Schedule C compensation