Minnesota Orchestral Association Defined Contribution Retirement Plan — Form 5500 plan (Minnesota Orchestral 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, Minnesota Orchestral Association Defined Contribution Retirement Plan is a benefit plan reported by Minnesota Orchestral Association under EIN 41-0693875 and plan number 003. The latest loaded filing year is 2023. The filing reports 412 participants and $12,533,226 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Minnesota Orchestral Association
- EIN
- 41-0693875
- Plan number
- 003
- Plan type
- 2
- Location
- Minneapolis, MN
- Latest filing year
- 2023
- Participants
- 412
- End-of-year plan assets
- $12,533,226
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 412 | H, C | 20241011105857NAL0038502048001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,533,226
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,533,226
- Net assets (BOY)
- $10,187,376
Income & contributions
- Employer contributions
- $295,451
- Participant contributions
- $554,153
- Total contributions
- $881,972
- Total income / additions
- $2,576,122
Expenses & distributions
- Benefits paid
- $206,907
- Administrative expenses
- $23,365
- Total expenses
- $230,272
- Net increase / (decrease)
- $2,345,850
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| T. Rowe Price Retirement Plan Servi | NONE | $17,865 | $0 | 2023 |
| Williams Group | NONE | $5,500 | not reported in the loaded dataset | 2023 |