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Plan Name | RETIREMENT PLAN FOR SALARIED EMPLOYEES OF NEW YORK CITY OPERA, INC. |
Plan identification number | 001 |
401k Plan Type | Defined Benefit Pension |
Plan Features/Benefits |
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Company Name: | NEW YORK CITY OPERA, INC. |
Employer identification number (EIN): | 132974347 |
NAIC Classification: | 711100 |
NAIC Description: | Performing Arts Companies |
Additional information about NEW YORK CITY OPERA, INC.
Jurisdiction of Incorporation: | New York Department of State |
Incorporation Date: | 1978-04-05 |
Company Identification Number: | 481310 |
Legal Registered Office Address: |
ATTN: CHIEF EXECUTIVE OFFICER 1700 BROADWAY, 39TH FLOOR NEW YORK United States of America (USA) 10019 |
More information about NEW YORK CITY OPERA, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2014-01-01 | ANDREA NELLIS | ANDREA NELLIS | 2015-10-12 | |
001 | 2013-01-01 | ANDREA NELLIS | ANDREA NELLIS | 2014-10-10 | |
001 | 2012-01-01 | ANDREA NELLIS | |||
001 | 2011-01-01 | ANDREA NELLIS | ANDREA NELLIS | 2012-10-15 | |
001 | 2010-07-01 | ANDREA NELLIS | ANDREA NELLIS | 2011-10-17 |
Measure | Date | Value |
---|---|---|
2014: RETIREMENT PLAN FOR SALARIED EMPLOYEES OF NEW YORK CITY OPERA, INC. 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 86 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 3 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 16 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 65 |
Total of all active and inactive participants | 2014-01-01 | 84 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 2 |
Total participants | 2014-01-01 | 86 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: RETIREMENT PLAN FOR SALARIED EMPLOYEES OF NEW YORK CITY OPERA, INC. 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 91 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 5 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 16 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 63 |
Total of all active and inactive participants | 2013-01-01 | 84 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 2 |
Total participants | 2013-01-01 | 86 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 2 |
2012: RETIREMENT PLAN FOR SALARIED EMPLOYEES OF NEW YORK CITY OPERA, INC. 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 94 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 14 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 14 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 61 |
Total of all active and inactive participants | 2012-01-01 | 89 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 2 |
Total participants | 2012-01-01 | 91 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 4 |
2011: RETIREMENT PLAN FOR SALARIED EMPLOYEES OF NEW YORK CITY OPERA, INC. 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 112 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 20 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 12 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 60 |
Total of all active and inactive participants | 2011-01-01 | 92 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 2 |
Total participants | 2011-01-01 | 94 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 16 |
2010: RETIREMENT PLAN FOR SALARIED EMPLOYEES OF NEW YORK CITY OPERA, INC. 2010 401k membership | ||
Total participants, beginning-of-year | 2010-07-01 | 112 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-07-01 | 47 |
Number of retired or separated participants receiving benefits | 2010-07-01 | 12 |
Number of other retired or separated participants entitled to future benefits | 2010-07-01 | 50 |
Total of all active and inactive participants | 2010-07-01 | 109 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-07-01 | 3 |
Total participants | 2010-07-01 | 112 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-07-01 | 5 |
Measure | Date | Value |
---|---|---|
2014 : RETIREMENT PLAN FOR SALARIED EMPLOYEES OF NEW YORK CITY OPERA, INC. 2014 401k financial data | ||
Total income from all sources | 2014-12-31 | $189,915 |
Expenses. Total of all expenses incurred | 2014-12-31 | $332,020 |
Benefits paid (including direct rollovers) | 2014-12-31 | $268,573 |
Total plan assets at end of year | 2014-12-31 | $4,301,024 |
Total plan assets at beginning of year | 2014-12-31 | $4,443,129 |
Value of fidelity bond covering the plan | 2014-12-31 | $375,000 |
Other income received | 2014-12-31 | $189,915 |
Net income (gross income less expenses) | 2014-12-31 | $-142,105 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $4,301,024 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $4,443,129 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $63,447 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
2013 : RETIREMENT PLAN FOR SALARIED EMPLOYEES OF NEW YORK CITY OPERA, INC. 2013 401k financial data | ||
Total income from all sources | 2013-12-31 | $768,233 |
Expenses. Total of all expenses incurred | 2013-12-31 | $322,006 |
Benefits paid (including direct rollovers) | 2013-12-31 | $259,448 |
Total plan assets at end of year | 2013-12-31 | $4,443,129 |
Total plan assets at beginning of year | 2013-12-31 | $3,996,902 |
Value of fidelity bond covering the plan | 2013-12-31 | $375,000 |
Other income received | 2013-12-31 | $680,371 |
Net income (gross income less expenses) | 2013-12-31 | $446,227 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $4,443,129 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $3,996,902 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $87,862 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $62,558 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
2012 : RETIREMENT PLAN FOR SALARIED EMPLOYEES OF NEW YORK CITY OPERA, INC. 2012 401k financial data | ||
Total income from all sources | 2012-12-31 | $598,366 |
Expenses. Total of all expenses incurred | 2012-12-31 | $285,794 |
Benefits paid (including direct rollovers) | 2012-12-31 | $225,159 |
Total plan assets at end of year | 2012-12-31 | $3,996,902 |
Total plan assets at beginning of year | 2012-12-31 | $3,684,330 |
Value of fidelity bond covering the plan | 2012-12-31 | $375,000 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $60,635 |
Other income received | 2012-12-31 | $413,419 |
Net income (gross income less expenses) | 2012-12-31 | $312,572 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $3,996,902 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $3,684,330 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $184,947 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2011 : RETIREMENT PLAN FOR SALARIED EMPLOYEES OF NEW YORK CITY OPERA, INC. 2011 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $-157,724 |
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $-157,724 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $372,412 |
Total loss/gain on sale of assets | 2011-12-31 | $163,000 |
Total of all expenses incurred | 2011-12-31 | $253,491 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $170,102 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $269,118 |
Value of total assets at end of year | 2011-12-31 | $3,684,330 |
Value of total assets at beginning of year | 2011-12-31 | $3,565,409 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $83,389 |
Total interest from all sources | 2011-12-31 | $91,316 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Administrative expenses professional fees incurred | 2011-12-31 | $83,389 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $375,000 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2011-12-31 | $17,729 |
Assets. Other investments not covered elsewhere at beginning of year | 2011-12-31 | $380,205 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $5,902 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $4,982 |
Other income not declared elsewhere | 2011-12-31 | $6,702 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $118,921 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $3,684,330 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $3,565,409 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $437,549 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $379,953 |
Income. Interest from US Government securities | 2011-12-31 | $91,316 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $257,449 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $237,372 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $237,372 |
Asset value of US Government securities at end of year | 2011-12-31 | $519,345 |
Asset value of US Government securities at beginning of year | 2011-12-31 | $552,452 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $269,118 |
Employer contributions (assets) at end of year | 2011-12-31 | $95,118 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $117,430 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $170,102 |
Assets. Corporate common stocks other than exployer securities at end of year | 2011-12-31 | $2,351,238 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2011-12-31 | $1,893,015 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Aggregate proceeds on sale of assets | 2011-12-31 | $4,689,263 |
Aggregate carrying amount (costs) on sale of assets | 2011-12-31 | $4,526,263 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | LUTZ AND CARR, CPA'S LLP |
Accountancy firm EIN | 2011-12-31 | 131655065 |
2010 : RETIREMENT PLAN FOR SALARIED EMPLOYEES OF NEW YORK CITY OPERA, INC. 2010 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $22,527 |
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $22,527 |
Total transfer of assets to this plan | 2010-12-31 | $3,425,452 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $139,957 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $0 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $117,430 |
Value of total assets at end of year | 2010-12-31 | $3,565,409 |
Value of total assets at beginning of year | 2010-12-31 | $0 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $0 |
Total interest from all sources | 2010-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $375,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2010-12-31 | $380,205 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $4,982 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $139,957 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $3,565,409 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $0 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $379,953 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $237,372 |
Asset value of US Government securities at end of year | 2010-12-31 | $552,452 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $117,430 |
Employer contributions (assets) at end of year | 2010-12-31 | $117,430 |
Assets. Corporate common stocks other than exployer securities at end of year | 2010-12-31 | $1,893,015 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
2014: RETIREMENT PLAN FOR SALARIED EMPLOYEES OF NEW YORK CITY OPERA, INC. 2014 form 5500 responses | ||
---|---|---|
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: RETIREMENT PLAN FOR SALARIED EMPLOYEES OF NEW YORK CITY OPERA, INC. 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: RETIREMENT PLAN FOR SALARIED EMPLOYEES OF NEW YORK CITY OPERA, INC. 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: RETIREMENT PLAN FOR SALARIED EMPLOYEES OF NEW YORK CITY OPERA, INC. 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: RETIREMENT PLAN FOR SALARIED EMPLOYEES OF NEW YORK CITY OPERA, INC. 2010 form 5500 responses | ||
2010-07-01 | Type of plan entity | Single employer plan |
2010-07-01 | First time form 5500 has been submitted | Yes |
2010-07-01 | Submission has been amended | No |
2010-07-01 | This submission is the final filing | No |
2010-07-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2010-07-01 | Plan is a collectively bargained plan | No |
2010-07-01 | Plan funding arrangement – Trust | Yes |
2010-07-01 | Plan benefit arrangement - Trust | Yes |