The Santa Fe Opera'S Retirement Plan — Form 5500 plan (The Santa Fe Opera)
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 Santa Fe Opera'S Retirement Plan is a benefit plan reported by The Santa Fe Opera under EIN 85-0131810 and plan number 002. The latest loaded filing year is 2023. The filing reports 144 participants and $8,146,528 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Santa Fe Opera
- EIN
- 85-0131810
- Plan number
- 002
- Plan type
- 2
- Location
- Santa Fe, NM
- Latest filing year
- 2023
- Participants
- 144
- End-of-year plan assets
- $8,146,528
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 144 | H, C | 20241001111254NAL0003928627001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,146,528
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,146,528
- Net assets (BOY)
- $6,986,107
Income & contributions
- Employer contributions
- $171,082
- Participant contributions
- $511,053
- Total contributions
- $736,703
- Total income / additions
- $1,880,157
Expenses & distributions
- Benefits paid
- $695,134
- Administrative expenses
- $24,602
- Total expenses
- $719,736
- Net increase / (decrease)
- $1,160,421
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $23,255 | $0 | 2023 |
| Wayne Hummer Inv L.L.C. | INVESTMENT ADVISORY | $0 | $19,871 | 2023 |