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TAX SHELTERED ANNUITY PLAN FOR THE STAFF EMPLOYEES OF THE BOSTON SYMPHONY ORCHESTRA, INC. 401k Plan overview

Plan NameTAX SHELTERED ANNUITY PLAN FOR THE STAFF EMPLOYEES OF THE BOSTON SYMPHONY ORCHESTRA, INC.
Plan identification number 003

TAX SHELTERED ANNUITY PLAN FOR THE STAFF EMPLOYEES OF THE BOSTON SYMPHONY ORCHESTRA, INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.

401k Sponsoring company profile

BOSTON SYMPHONY ORCHESTRA, INC. has sponsored the creation of one or more 401k plans.

Company Name:BOSTON SYMPHONY ORCHESTRA, INC.
Employer identification number (EIN):042103550
NAIC Classification:711100
NAIC Description: Performing Arts Companies

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX SHELTERED ANNUITY PLAN FOR THE STAFF EMPLOYEES OF THE BOSTON SYMPHONY ORCHESTRA, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01KAT DECELLES2023-10-11
0032021-01-01KAT DECELLES2022-09-12
0032020-01-01EVELYN BARNES2021-09-15
0032019-01-01EVELYN BARNES2020-09-03
0032018-01-01EVELYN BARNES2019-09-17
0032017-09-01
0032016-09-01
0032015-09-01
0032014-09-01
0032013-09-01THOMAS D. MAY
0032012-09-01THOMAS D. MAY
0032011-09-01THOMAS D. MAY
0032010-09-01THOMAS D. MAY
0032009-09-01THOMAS D. MAY THOMAS D. MAY2011-06-14

Plan Statistics for TAX SHELTERED ANNUITY PLAN FOR THE STAFF EMPLOYEES OF THE BOSTON SYMPHONY ORCHESTRA, INC.

401k plan membership statisitcs for TAX SHELTERED ANNUITY PLAN FOR THE STAFF EMPLOYEES OF THE BOSTON SYMPHONY ORCHESTRA, INC.

Measure Date Value
2022: TAX SHELTERED ANNUITY PLAN FOR THE STAFF EMPLOYEES OF THE BOSTON SYMPHONY ORCHESTRA, INC. 2022 401k membership
Total participants, beginning-of-year2022-01-01371
Total number of active participants reported on line 7a of the Form 55002022-01-01148
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01237
Total of all active and inactive participants2022-01-01385
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01385
Number of participants with account balances2022-01-01384
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-017
2021: TAX SHELTERED ANNUITY PLAN FOR THE STAFF EMPLOYEES OF THE BOSTON SYMPHONY ORCHESTRA, INC. 2021 401k membership
Total participants, beginning-of-year2021-01-01362
Total number of active participants reported on line 7a of the Form 55002021-01-01149
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01222
Total of all active and inactive participants2021-01-01371
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01371
Number of participants with account balances2021-01-01364
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: TAX SHELTERED ANNUITY PLAN FOR THE STAFF EMPLOYEES OF THE BOSTON SYMPHONY ORCHESTRA, INC. 2020 401k membership
Total participants, beginning-of-year2020-01-01366
Total number of active participants reported on line 7a of the Form 55002020-01-01140
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01222
Total of all active and inactive participants2020-01-01362
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01362
Number of participants with account balances2020-01-01353
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: TAX SHELTERED ANNUITY PLAN FOR THE STAFF EMPLOYEES OF THE BOSTON SYMPHONY ORCHESTRA, INC. 2019 401k membership
Total participants, beginning-of-year2019-01-01339
Total number of active participants reported on line 7a of the Form 55002019-01-01220
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01146
Total of all active and inactive participants2019-01-01366
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01366
Number of participants with account balances2019-01-01347
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: TAX SHELTERED ANNUITY PLAN FOR THE STAFF EMPLOYEES OF THE BOSTON SYMPHONY ORCHESTRA, INC. 2018 401k membership
Total participants, beginning-of-year2018-01-01345
Total number of active participants reported on line 7a of the Form 55002018-01-01201
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01138
Total of all active and inactive participants2018-01-01339
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01339
Number of participants with account balances2018-01-01315
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: TAX SHELTERED ANNUITY PLAN FOR THE STAFF EMPLOYEES OF THE BOSTON SYMPHONY ORCHESTRA, INC. 2017 401k membership
Total participants, beginning-of-year2017-09-01337
Total number of active participants reported on line 7a of the Form 55002017-09-01210
Number of retired or separated participants receiving benefits2017-09-010
Number of other retired or separated participants entitled to future benefits2017-09-01135
Total of all active and inactive participants2017-09-01345
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-09-010
Total participants2017-09-01345
Number of participants with account balances2017-09-01304
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-09-010
2016: TAX SHELTERED ANNUITY PLAN FOR THE STAFF EMPLOYEES OF THE BOSTON SYMPHONY ORCHESTRA, INC. 2016 401k membership
Total participants, beginning-of-year2016-09-01344
Total number of active participants reported on line 7a of the Form 55002016-09-01210
Number of retired or separated participants receiving benefits2016-09-010
Number of other retired or separated participants entitled to future benefits2016-09-01127
Total of all active and inactive participants2016-09-01337
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-09-010
Total participants2016-09-01337
Number of participants with account balances2016-09-01297
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-09-010
2015: TAX SHELTERED ANNUITY PLAN FOR THE STAFF EMPLOYEES OF THE BOSTON SYMPHONY ORCHESTRA, INC. 2015 401k membership
Total participants, beginning-of-year2015-09-01325
Total number of active participants reported on line 7a of the Form 55002015-09-01219
Number of retired or separated participants receiving benefits2015-09-010
Number of other retired or separated participants entitled to future benefits2015-09-01125
Total of all active and inactive participants2015-09-01344
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-09-010
Total participants2015-09-01344
Number of participants with account balances2015-09-01298
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-09-010
2014: TAX SHELTERED ANNUITY PLAN FOR THE STAFF EMPLOYEES OF THE BOSTON SYMPHONY ORCHESTRA, INC. 2014 401k membership
Total participants, beginning-of-year2014-09-01321
Total number of active participants reported on line 7a of the Form 55002014-09-01199
Number of retired or separated participants receiving benefits2014-09-010
Number of other retired or separated participants entitled to future benefits2014-09-01126
Total of all active and inactive participants2014-09-01325
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-09-010
Total participants2014-09-01325
Number of participants with account balances2014-09-01289
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-09-010
2013: TAX SHELTERED ANNUITY PLAN FOR THE STAFF EMPLOYEES OF THE BOSTON SYMPHONY ORCHESTRA, INC. 2013 401k membership
Total participants, beginning-of-year2013-09-01303
Total number of active participants reported on line 7a of the Form 55002013-09-01210
Number of retired or separated participants receiving benefits2013-09-010
Number of other retired or separated participants entitled to future benefits2013-09-01111
Total of all active and inactive participants2013-09-01321
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-09-010
Total participants2013-09-01321
Number of participants with account balances2013-09-01271
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-09-010
2012: TAX SHELTERED ANNUITY PLAN FOR THE STAFF EMPLOYEES OF THE BOSTON SYMPHONY ORCHESTRA, INC. 2012 401k membership
Total participants, beginning-of-year2012-09-01307
Total number of active participants reported on line 7a of the Form 55002012-09-01196
Number of retired or separated participants receiving benefits2012-09-01107
Number of other retired or separated participants entitled to future benefits2012-09-010
Total of all active and inactive participants2012-09-01303
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-09-010
Total participants2012-09-01303
Number of participants with account balances2012-09-01267
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-09-010
2011: TAX SHELTERED ANNUITY PLAN FOR THE STAFF EMPLOYEES OF THE BOSTON SYMPHONY ORCHESTRA, INC. 2011 401k membership
Total participants, beginning-of-year2011-09-01317
Total number of active participants reported on line 7a of the Form 55002011-09-01200
Number of retired or separated participants receiving benefits2011-09-010
Number of other retired or separated participants entitled to future benefits2011-09-01107
Total of all active and inactive participants2011-09-01307
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-09-010
Total participants2011-09-01307
Number of participants with account balances2011-09-01258
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-09-010
2010: TAX SHELTERED ANNUITY PLAN FOR THE STAFF EMPLOYEES OF THE BOSTON SYMPHONY ORCHESTRA, INC. 2010 401k membership
Total participants, beginning-of-year2010-09-01372
Total number of active participants reported on line 7a of the Form 55002010-09-01216
Number of retired or separated participants receiving benefits2010-09-010
Number of other retired or separated participants entitled to future benefits2010-09-01100
Total of all active and inactive participants2010-09-01316
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-09-011
Total participants2010-09-01317
Number of participants with account balances2010-09-01241
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-09-010
2009: TAX SHELTERED ANNUITY PLAN FOR THE STAFF EMPLOYEES OF THE BOSTON SYMPHONY ORCHESTRA, INC. 2009 401k membership
Total participants, beginning-of-year2009-09-01310
Total number of active participants reported on line 7a of the Form 55002009-09-01266
Number of retired or separated participants receiving benefits2009-09-010
Number of other retired or separated participants entitled to future benefits2009-09-01106
Total of all active and inactive participants2009-09-01372
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-09-010
Total participants2009-09-01372
Number of participants with account balances2009-09-01241
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-09-010

Financial Data on TAX SHELTERED ANNUITY PLAN FOR THE STAFF EMPLOYEES OF THE BOSTON SYMPHONY ORCHESTRA, INC.

Measure Date Value
2022 : TAX SHELTERED ANNUITY PLAN FOR THE STAFF EMPLOYEES OF THE BOSTON SYMPHONY ORCHESTRA, INC. 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-4,268,482
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$4,610,421
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$4,572,842
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,908,054
Value of total assets at end of year2022-12-31$29,366,097
Value of total assets at beginning of year2022-12-31$38,245,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$37,579
Total interest from all sources2022-12-31$52,095
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,951,106
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,951,106
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,138,673
Participant contributions at end of year2022-12-31$165,837
Participant contributions at beginning of year2022-12-31$123,520
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$37,397
Other income not declared elsewhere2022-12-31$-143,094
Administrative expenses (other) incurred2022-12-31$37,579
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-8,878,903
Value of net assets at end of year (total assets less liabilities)2022-12-31$29,366,097
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$38,245,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$26,658,922
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$35,373,818
Value of interest in pooled separate accounts at end of year2022-12-31$89,658
Value of interest in pooled separate accounts at beginning of year2022-12-31$82,871
Interest on participant loans2022-12-31$1,573
Interest earned on other investments2022-12-31$49,305
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$77,387
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$39,505
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$39,505
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$1,217
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,970,345
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$2,156,655
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-8,043,430
Net investment gain/loss from pooled separate accounts2022-12-31$6,787
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$731,984
Employer contributions (assets) at end of year2022-12-31$403,948
Employer contributions (assets) at beginning of year2022-12-31$468,631
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$4,572,842
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2022-12-31043499945
2021 : TAX SHELTERED ANNUITY PLAN FOR THE STAFF EMPLOYEES OF THE BOSTON SYMPHONY ORCHESTRA, INC. 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$6,651,671
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,615,586
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,578,793
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,054,153
Value of total assets at end of year2021-12-31$38,245,000
Value of total assets at beginning of year2021-12-31$34,208,915
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$36,793
Total interest from all sources2021-12-31$55,398
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,563,772
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$2,563,772
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,185,209
Participant contributions at end of year2021-12-31$123,520
Participant contributions at beginning of year2021-12-31$208,003
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$72,493
Other income not declared elsewhere2021-12-31$98,251
Administrative expenses (other) incurred2021-12-31$36,793
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$4,036,085
Value of net assets at end of year (total assets less liabilities)2021-12-31$38,245,000
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$34,208,915
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$35,373,818
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$31,230,572
Value of interest in pooled separate accounts at end of year2021-12-31$82,871
Value of interest in pooled separate accounts at beginning of year2021-12-31$70,815
Interest on participant loans2021-12-31$7,106
Interest earned on other investments2021-12-31$48,287
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$39,505
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$30,740
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$30,740
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$5
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$2,156,655
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$2,182,706
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,867,510
Net investment gain/loss from pooled separate accounts2021-12-31$12,587
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$796,451
Employer contributions (assets) at end of year2021-12-31$468,631
Employer contributions (assets) at beginning of year2021-12-31$486,079
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,578,793
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2021-12-31043499945
2020 : TAX SHELTERED ANNUITY PLAN FOR THE STAFF EMPLOYEES OF THE BOSTON SYMPHONY ORCHESTRA, INC. 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$7,104,540
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$3,135,422
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,124,278
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,079,623
Value of total assets at end of year2020-12-31$34,208,915
Value of total assets at beginning of year2020-12-31$30,239,797
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$11,144
Total interest from all sources2020-12-31$55,008
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,589,497
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,589,497
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,229,494
Participant contributions at end of year2020-12-31$208,003
Participant contributions at beginning of year2020-12-31$151,231
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$16,839
Administrative expenses (other) incurred2020-12-31$11,144
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$3,969,118
Value of net assets at end of year (total assets less liabilities)2020-12-31$34,208,915
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$30,239,797
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$31,230,572
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$27,433,632
Value of interest in pooled separate accounts at end of year2020-12-31$70,815
Value of interest in pooled separate accounts at beginning of year2020-12-31$72,127
Interest on participant loans2020-12-31$4,190
Interest earned on other investments2020-12-31$50,631
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$30,740
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$54,658
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$54,658
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$187
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$2,182,706
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,840,818
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,381,016
Net investment gain/loss from pooled separate accounts2020-12-31$-604
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$833,290
Employer contributions (assets) at end of year2020-12-31$486,079
Employer contributions (assets) at beginning of year2020-12-31$687,331
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,124,278
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2020-12-31043499945
2019 : TAX SHELTERED ANNUITY PLAN FOR THE STAFF EMPLOYEES OF THE BOSTON SYMPHONY ORCHESTRA, INC. 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$7,870,577
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,641,392
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,640,080
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,612,213
Value of total assets at end of year2019-12-31$30,239,797
Value of total assets at beginning of year2019-12-31$25,010,612
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,312
Total interest from all sources2019-12-31$57,379
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,295,559
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,295,559
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,454,692
Participant contributions at end of year2019-12-31$151,231
Participant contributions at beginning of year2019-12-31$214,843
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$67,184
Other income not declared elsewhere2019-12-31$164,783
Administrative expenses (other) incurred2019-12-31$1,312
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$5,229,185
Value of net assets at end of year (total assets less liabilities)2019-12-31$30,239,797
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$25,010,612
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$27,433,632
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$22,042,675
Value of interest in pooled separate accounts at end of year2019-12-31$72,127
Value of interest in pooled separate accounts at beginning of year2019-12-31$79,904
Interest on participant loans2019-12-31$7,122
Interest earned on other investments2019-12-31$49,207
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$54,658
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$50,259
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$50,259
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$1,050
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,840,818
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,924,469
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,736,393
Net investment gain/loss from pooled separate accounts2019-12-31$4,250
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,090,337
Employer contributions (assets) at end of year2019-12-31$687,331
Employer contributions (assets) at beginning of year2019-12-31$698,462
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,640,080
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2019-12-31043499945
2018 : TAX SHELTERED ANNUITY PLAN FOR THE STAFF EMPLOYEES OF THE BOSTON SYMPHONY ORCHESTRA, INC. 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,961,522
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,511,367
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,509,625
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,230,320
Value of total assets at end of year2018-12-31$25,010,612
Value of total assets at beginning of year2018-12-31$25,560,457
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,742
Total interest from all sources2018-12-31$66,217
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,482,853
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,482,853
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,383,039
Participant contributions at end of year2018-12-31$214,843
Participant contributions at beginning of year2018-12-31$231,067
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$44,954
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$752,202
Other income not declared elsewhere2018-12-31$4,983
Administrative expenses (other) incurred2018-12-31$1,742
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-549,845
Value of net assets at end of year (total assets less liabilities)2018-12-31$25,010,612
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$25,560,457
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$22,042,675
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$22,992,568
Value of interest in pooled separate accounts at end of year2018-12-31$79,904
Value of interest in pooled separate accounts at beginning of year2018-12-31$77,374
Interest on participant loans2018-12-31$8,945
Interest earned on other investments2018-12-31$56,156
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$50,259
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$95,374
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$95,374
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$1,116
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,924,469
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$2,110,234
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,826,508
Net investment gain/loss from pooled separate accounts2018-12-31$3,657
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,095,079
Employer contributions (assets) at end of year2018-12-31$698,462
Employer contributions (assets) at beginning of year2018-12-31$8,886
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,509,625
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2018-12-31043499945
2017 : TAX SHELTERED ANNUITY PLAN FOR THE STAFF EMPLOYEES OF THE BOSTON SYMPHONY ORCHESTRA, INC. 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$2,127,322
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$93,611
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$93,392
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$913,323
Value of total assets at end of year2017-12-31$25,560,457
Value of total assets at beginning of year2017-12-31$23,526,746
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$219
Total interest from all sources2017-12-31$18,709
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$856,386
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$856,386
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$450,236
Participant contributions at end of year2017-12-31$231,067
Participant contributions at beginning of year2017-12-31$252,713
Participant contributions at end of year2017-12-31$44,954
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$337,151
Administrative expenses (other) incurred2017-12-31$219
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,033,711
Value of net assets at end of year (total assets less liabilities)2017-12-31$25,560,457
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$23,526,746
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$22,992,568
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$21,550,588
Value of interest in pooled separate accounts at end of year2017-12-31$77,374
Value of interest in pooled separate accounts at beginning of year2017-12-31$87,128
Interest on participant loans2017-12-31$2,793
Interest earned on other investments2017-12-31$15,685
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$95,374
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$116,239
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$116,239
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$231
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$2,110,234
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,520,078
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$337,411
Net investment gain/loss from pooled separate accounts2017-12-31$1,493
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$125,936
Employer contributions (assets) at end of year2017-12-31$8,886
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$93,392
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2017-12-31043499945
Total unrealized appreciation/depreciation of assets2017-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-08-31$0
Total income from all sources (including contributions)2017-08-31$4,407,499
Total loss/gain on sale of assets2017-08-31$0
Total of all expenses incurred2017-08-31$1,670,106
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-08-31$1,668,334
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-08-31$1,672,158
Value of total assets at end of year2017-08-31$23,526,746
Value of total assets at beginning of year2017-08-31$20,789,353
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-08-31$1,772
Total interest from all sources2017-08-31$59,035
Total dividends received (eg from common stock, registered investment company shares)2017-08-31$583,212
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-08-31$583,212
Was this plan covered by a fidelity bond2017-08-31Yes
Value of fidelity bond cover2017-08-31$500,000
If this is an individual account plan, was there a blackout period2017-08-31No
Were there any nonexempt tranactions with any party-in-interest2017-08-31No
Contributions received from participants2017-08-31$1,249,577
Participant contributions at end of year2017-08-31$252,713
Participant contributions at beginning of year2017-08-31$215,415
Income. Received or receivable in cash from other sources (including rollovers)2017-08-31$49,101
Other income not declared elsewhere2017-08-31$90
Administrative expenses (other) incurred2017-08-31$1,772
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-08-31No
Value of net income/loss2017-08-31$2,737,393
Value of net assets at end of year (total assets less liabilities)2017-08-31$23,526,746
Value of net assets at beginning of year (total assets less liabilities)2017-08-31$20,789,353
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-08-31No
Were any leases to which the plan was party in default or uncollectible2017-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-08-31$21,550,588
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-08-31$18,825,394
Value of interest in pooled separate accounts at end of year2017-08-31$87,128
Value of interest in pooled separate accounts at beginning of year2017-08-31$101,294
Interest on participant loans2017-08-31$8,015
Interest earned on other investments2017-08-31$50,643
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-08-31$116,239
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-08-31$97,460
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-08-31$97,460
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-08-31$377
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-08-31$1,520,078
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-08-31$1,549,790
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-08-31$2,089,025
Net investment gain/loss from pooled separate accounts2017-08-31$3,979
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-08-31No
Was there a failure to transmit to the plan any participant contributions2017-08-31Yes
Has the plan failed to provide any benefit when due under the plan2017-08-31No
Contributions received in cash from employer2017-08-31$373,480
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-08-31$1,668,334
Did the plan have assets held for investment2017-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-08-31Yes
Opinion of an independent qualified public accountant for this plan2017-08-31Disclaimer
Accountancy firm name2017-08-31CARON & BLETZER, PLLC
Accountancy firm EIN2017-08-31043499945
2016 : TAX SHELTERED ANNUITY PLAN FOR THE STAFF EMPLOYEES OF THE BOSTON SYMPHONY ORCHESTRA, INC. 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-08-31$0
Total income from all sources (including contributions)2016-08-31$2,683,519
Total loss/gain on sale of assets2016-08-31$0
Total of all expenses incurred2016-08-31$1,066,266
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-08-31$1,065,156
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-08-31$1,516,764
Value of total assets at end of year2016-08-31$20,789,353
Value of total assets at beginning of year2016-08-31$19,172,100
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-08-31$1,110
Total interest from all sources2016-08-31$57,479
Total dividends received (eg from common stock, registered investment company shares)2016-08-31$732,552
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-08-31$732,552
Was this plan covered by a fidelity bond2016-08-31Yes
Value of fidelity bond cover2016-08-31$500,000
If this is an individual account plan, was there a blackout period2016-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-08-31$0
Were there any nonexempt tranactions with any party-in-interest2016-08-31No
Contributions received from participants2016-08-31$1,171,908
Participant contributions at end of year2016-08-31$215,415
Participant contributions at beginning of year2016-08-31$170,917
Income. Received or receivable in cash from other sources (including rollovers)2016-08-31$2,420
Administrative expenses (other) incurred2016-08-31$1,110
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-08-31No
Value of net income/loss2016-08-31$1,617,253
Value of net assets at end of year (total assets less liabilities)2016-08-31$20,789,353
Value of net assets at beginning of year (total assets less liabilities)2016-08-31$19,172,100
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-08-31No
Were any leases to which the plan was party in default or uncollectible2016-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-08-31$18,825,394
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-08-31$17,259,891
Value of interest in pooled separate accounts at end of year2016-08-31$101,294
Value of interest in pooled separate accounts at beginning of year2016-08-31$120,310
Interest on participant loans2016-08-31$6,294
Interest earned on other investments2016-08-31$51,141
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-08-31$97,460
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-08-31$97,488
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-08-31$97,488
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-08-31$44
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-08-31$1,549,790
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-08-31$1,523,494
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-08-31$370,960
Net investment gain/loss from pooled separate accounts2016-08-31$5,764
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-08-31No
Was there a failure to transmit to the plan any participant contributions2016-08-31No
Has the plan failed to provide any benefit when due under the plan2016-08-31No
Contributions received in cash from employer2016-08-31$342,436
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-08-31$1,065,156
Did the plan have assets held for investment2016-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-08-31Yes
Opinion of an independent qualified public accountant for this plan2016-08-31Disclaimer
Accountancy firm name2016-08-31CARON & BLETZER, PLLC
Accountancy firm EIN2016-08-31043499945
2015 : TAX SHELTERED ANNUITY PLAN FOR THE STAFF EMPLOYEES OF THE BOSTON SYMPHONY ORCHESTRA, INC. 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-08-31$0
Total income from all sources (including contributions)2015-08-31$1,667,425
Total loss/gain on sale of assets2015-08-31$0
Total of all expenses incurred2015-08-31$288,162
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-08-31$287,337
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-08-31$1,617,214
Value of total assets at end of year2015-08-31$19,172,100
Value of total assets at beginning of year2015-08-31$17,792,837
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-08-31$825
Total interest from all sources2015-08-31$53,650
Total dividends received (eg from common stock, registered investment company shares)2015-08-31$660,028
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-08-31$660,028
Was this plan covered by a fidelity bond2015-08-31Yes
Value of fidelity bond cover2015-08-31$500,000
If this is an individual account plan, was there a blackout period2015-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-08-31$0
Were there any nonexempt tranactions with any party-in-interest2015-08-31No
Contributions received from participants2015-08-31$1,142,389
Participant contributions at end of year2015-08-31$170,917
Participant contributions at beginning of year2015-08-31$120,429
Income. Received or receivable in cash from other sources (including rollovers)2015-08-31$166,217
Other income not declared elsewhere2015-08-31$-11,923
Administrative expenses (other) incurred2015-08-31$825
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-08-31No
Value of net income/loss2015-08-31$1,379,263
Value of net assets at end of year (total assets less liabilities)2015-08-31$19,172,100
Value of net assets at beginning of year (total assets less liabilities)2015-08-31$17,792,837
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-08-31No
Were any leases to which the plan was party in default or uncollectible2015-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-08-31$17,259,891
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-08-31$15,960,224
Value of interest in pooled separate accounts at end of year2015-08-31$120,310
Value of interest in pooled separate accounts at beginning of year2015-08-31$109,875
Interest on participant loans2015-08-31$4,259
Interest earned on other investments2015-08-31$49,391
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-08-31$97,488
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-08-31$99,669
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-08-31$99,669
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-08-31$1,523,494
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-08-31$1,502,640
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-08-31$-662,929
Net investment gain/loss from pooled separate accounts2015-08-31$11,385
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-08-31No
Was there a failure to transmit to the plan any participant contributions2015-08-31No
Has the plan failed to provide any benefit when due under the plan2015-08-31No
Contributions received in cash from employer2015-08-31$308,608
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-08-31$287,337
Did the plan have assets held for investment2015-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-08-31Yes
Opinion of an independent qualified public accountant for this plan2015-08-31Disclaimer
Accountancy firm name2015-08-31CARON & BLETZER, PLLC
Accountancy firm EIN2015-08-31043499945
2014 : TAX SHELTERED ANNUITY PLAN FOR THE STAFF EMPLOYEES OF THE BOSTON SYMPHONY ORCHESTRA, INC. 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-08-31$0
Total income from all sources (including contributions)2014-08-31$3,837,219
Total loss/gain on sale of assets2014-08-31$0
Total of all expenses incurred2014-08-31$952,263
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-08-31$949,269
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-08-31$1,322,819
Value of total assets at end of year2014-08-31$17,792,837
Value of total assets at beginning of year2014-08-31$14,907,881
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-08-31$2,994
Total interest from all sources2014-08-31$52,725
Total dividends received (eg from common stock, registered investment company shares)2014-08-31$521,953
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-08-31$521,953
Was this plan covered by a fidelity bond2014-08-31Yes
Value of fidelity bond cover2014-08-31$500,000
If this is an individual account plan, was there a blackout period2014-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-08-31$0
Were there any nonexempt tranactions with any party-in-interest2014-08-31No
Contributions received from participants2014-08-31$997,279
Participant contributions at end of year2014-08-31$120,429
Participant contributions at beginning of year2014-08-31$112,426
Income. Received or receivable in cash from other sources (including rollovers)2014-08-31$27,988
Administrative expenses (other) incurred2014-08-31$2,994
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-08-31No
Value of net income/loss2014-08-31$2,884,956
Value of net assets at end of year (total assets less liabilities)2014-08-31$17,792,837
Value of net assets at beginning of year (total assets less liabilities)2014-08-31$14,907,881
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-08-31No
Were any leases to which the plan was party in default or uncollectible2014-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-08-31$15,960,224
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-08-31$13,091,415
Value of interest in pooled separate accounts at end of year2014-08-31$109,875
Value of interest in pooled separate accounts at beginning of year2014-08-31$100,117
Interest on participant loans2014-08-31$3,450
Interest earned on other investments2014-08-31$49,263
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-08-31$99,669
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-08-31$136,527
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-08-31$136,527
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-08-31$12
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-08-31$1,502,640
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-08-31$1,467,396
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-08-31$1,928,902
Net investment gain/loss from pooled separate accounts2014-08-31$10,820
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-08-31No
Was there a failure to transmit to the plan any participant contributions2014-08-31No
Has the plan failed to provide any benefit when due under the plan2014-08-31No
Contributions received in cash from employer2014-08-31$297,552
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-08-31$949,269
Did the plan have assets held for investment2014-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-08-31Yes
Opinion of an independent qualified public accountant for this plan2014-08-31Disclaimer
Accountancy firm name2014-08-31CARON & BLETZER, PLLC
Accountancy firm EIN2014-08-31043499945
2013 : TAX SHELTERED ANNUITY PLAN FOR THE STAFF EMPLOYEES OF THE BOSTON SYMPHONY ORCHESTRA, INC. 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-08-31$0
Total income from all sources (including contributions)2013-08-31$2,791,568
Total loss/gain on sale of assets2013-08-31$0
Total of all expenses incurred2013-08-31$314,115
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-08-31$307,901
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-08-31$1,331,498
Value of total assets at end of year2013-08-31$14,907,881
Value of total assets at beginning of year2013-08-31$12,430,428
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-08-31$6,214
Total interest from all sources2013-08-31$49,530
Total dividends received (eg from common stock, registered investment company shares)2013-08-31$249,950
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-08-31$249,950
Was this plan covered by a fidelity bond2013-08-31Yes
Value of fidelity bond cover2013-08-31$500,000
If this is an individual account plan, was there a blackout period2013-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-08-31$0
Were there any nonexempt tranactions with any party-in-interest2013-08-31No
Contributions received from participants2013-08-31$1,011,162
Participant contributions at end of year2013-08-31$112,426
Participant contributions at beginning of year2013-08-31$25,319
Income. Received or receivable in cash from other sources (including rollovers)2013-08-31$19,169
Other income not declared elsewhere2013-08-31$0
Administrative expenses (other) incurred2013-08-31$6,214
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-08-31No
Value of net income/loss2013-08-31$2,477,453
Value of net assets at end of year (total assets less liabilities)2013-08-31$14,907,881
Value of net assets at beginning of year (total assets less liabilities)2013-08-31$12,430,428
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-08-31No
Were any leases to which the plan was party in default or uncollectible2013-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-08-31$13,091,415
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-08-31$10,483,005
Value of interest in pooled separate accounts at end of year2013-08-31$100,117
Value of interest in pooled separate accounts at beginning of year2013-08-31$100,638
Interest on participant loans2013-08-31$1,844
Interest earned on other investments2013-08-31$47,669
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-08-31$136,527
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-08-31$428,091
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-08-31$428,091
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-08-31$17
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-08-31$1,467,396
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-08-31$1,393,375
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-08-31$1,151,898
Net investment gain/loss from pooled separate accounts2013-08-31$8,692
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-08-31No
Was there a failure to transmit to the plan any participant contributions2013-08-31No
Has the plan failed to provide any benefit when due under the plan2013-08-31No
Contributions received in cash from employer2013-08-31$301,167
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-08-31$307,901
Did the plan have assets held for investment2013-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-08-31Yes
Opinion of an independent qualified public accountant for this plan2013-08-31Disclaimer
Accountancy firm name2013-08-31CARON & BLETZER, PLLC
Accountancy firm EIN2013-08-31043499945
2012 : TAX SHELTERED ANNUITY PLAN FOR THE STAFF EMPLOYEES OF THE BOSTON SYMPHONY ORCHESTRA, INC. 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-08-31$0
Total income from all sources (including contributions)2012-08-31$2,703,857
Total loss/gain on sale of assets2012-08-31$0
Total of all expenses incurred2012-08-31$507,096
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-08-31$498,767
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-08-31$1,776,736
Value of total assets at end of year2012-08-31$12,430,428
Value of total assets at beginning of year2012-08-31$10,233,667
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-08-31$8,329
Total interest from all sources2012-08-31$49,579
Total dividends received (eg from common stock, registered investment company shares)2012-08-31$169,443
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-08-31$169,443
Was this plan covered by a fidelity bond2012-08-31Yes
Value of fidelity bond cover2012-08-31$500,000
If this is an individual account plan, was there a blackout period2012-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-08-31$0
Were there any nonexempt tranactions with any party-in-interest2012-08-31No
Contributions received from participants2012-08-31$915,130
Participant contributions at end of year2012-08-31$25,319
Participant contributions at beginning of year2012-08-31$26,207
Income. Received or receivable in cash from other sources (including rollovers)2012-08-31$584,865
Administrative expenses (other) incurred2012-08-31$8,329
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-08-31No
Value of net income/loss2012-08-31$2,196,761
Value of net assets at end of year (total assets less liabilities)2012-08-31$12,430,428
Value of net assets at beginning of year (total assets less liabilities)2012-08-31$10,233,667
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-08-31No
Were any leases to which the plan was party in default or uncollectible2012-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-08-31$10,483,005
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-08-31$8,261,564
Value of interest in pooled separate accounts at end of year2012-08-31$100,638
Value of interest in pooled separate accounts at beginning of year2012-08-31$92,186
Interest on participant loans2012-08-31$757
Interest earned on other investments2012-08-31$48,730
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-08-31$428,091
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-08-31$354,362
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-08-31$354,362
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-08-31$92
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-08-31$1,393,375
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-08-31$1,499,348
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-08-31$698,753
Net investment gain/loss from pooled separate accounts2012-08-31$9,346
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-08-31No
Was there a failure to transmit to the plan any participant contributions2012-08-31No
Has the plan failed to provide any benefit when due under the plan2012-08-31No
Contributions received in cash from employer2012-08-31$276,741
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-08-31$498,767
Did the plan have assets held for investment2012-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-08-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-08-31Yes
Opinion of an independent qualified public accountant for this plan2012-08-31Disclaimer
Accountancy firm name2012-08-31CARON & BLETZER, PLLC
Accountancy firm EIN2012-08-31043499945
2011 : TAX SHELTERED ANNUITY PLAN FOR THE STAFF EMPLOYEES OF THE BOSTON SYMPHONY ORCHESTRA, INC. 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-08-31$0
Total income from all sources (including contributions)2011-08-31$2,141,258
Total loss/gain on sale of assets2011-08-31$0
Total of all expenses incurred2011-08-31$492,733
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-08-31$489,354
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-08-31$1,025,385
Value of total assets at end of year2011-08-31$10,233,667
Value of total assets at beginning of year2011-08-31$8,585,142
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-08-31$3,379
Total interest from all sources2011-08-31$44,072
Total dividends received (eg from common stock, registered investment company shares)2011-08-31$122,663
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-08-31$122,663
Was this plan covered by a fidelity bond2011-08-31Yes
Value of fidelity bond cover2011-08-31$500,000
If this is an individual account plan, was there a blackout period2011-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-08-31$0
Were there any nonexempt tranactions with any party-in-interest2011-08-31No
Contributions received from participants2011-08-31$785,553
Participant contributions at end of year2011-08-31$26,207
Participant contributions at beginning of year2011-08-31$23,816
Income. Received or receivable in cash from other sources (including rollovers)2011-08-31$3,113
Administrative expenses (other) incurred2011-08-31$3,379
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-08-31No
Value of net income/loss2011-08-31$1,648,525
Value of net assets at end of year (total assets less liabilities)2011-08-31$10,233,667
Value of net assets at beginning of year (total assets less liabilities)2011-08-31$8,585,142
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-08-31No
Were any leases to which the plan was party in default or uncollectible2011-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-08-31$8,261,564
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-08-31$6,933,748
Value of interest in pooled separate accounts at end of year2011-08-31$92,186
Value of interest in pooled separate accounts at beginning of year2011-08-31$68,076
Interest on participant loans2011-08-31$809
Interest earned on other investments2011-08-31$43,148
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-08-31$354,362
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-08-31$260,229
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-08-31$260,229
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-08-31$115
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-08-31$1,499,348
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-08-31$1,299,273
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-08-31$935,637
Net investment gain/loss from pooled separate accounts2011-08-31$13,501
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-08-31No
Was there a failure to transmit to the plan any participant contributions2011-08-31No
Has the plan failed to provide any benefit when due under the plan2011-08-31No
Contributions received in cash from employer2011-08-31$236,719
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-08-31$489,354
Did the plan have assets held for investment2011-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-08-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-08-31Yes
Opinion of an independent qualified public accountant for this plan2011-08-31Disclaimer
Accountancy firm name2011-08-31CARON & BLETZER, PLLC
Accountancy firm EIN2011-08-31043499945
2010 : TAX SHELTERED ANNUITY PLAN FOR THE STAFF EMPLOYEES OF THE BOSTON SYMPHONY ORCHESTRA, INC. 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-08-31$0

Form 5500 Responses for TAX SHELTERED ANNUITY PLAN FOR THE STAFF EMPLOYEES OF THE BOSTON SYMPHONY ORCHESTRA, INC.

2022: TAX SHELTERED ANNUITY PLAN FOR THE STAFF EMPLOYEES OF THE BOSTON SYMPHONY ORCHESTRA, INC. 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: TAX SHELTERED ANNUITY PLAN FOR THE STAFF EMPLOYEES OF THE BOSTON SYMPHONY ORCHESTRA, INC. 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: TAX SHELTERED ANNUITY PLAN FOR THE STAFF EMPLOYEES OF THE BOSTON SYMPHONY ORCHESTRA, INC. 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: TAX SHELTERED ANNUITY PLAN FOR THE STAFF EMPLOYEES OF THE BOSTON SYMPHONY ORCHESTRA, INC. 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: TAX SHELTERED ANNUITY PLAN FOR THE STAFF EMPLOYEES OF THE BOSTON SYMPHONY ORCHESTRA, INC. 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: TAX SHELTERED ANNUITY PLAN FOR THE STAFF EMPLOYEES OF THE BOSTON SYMPHONY ORCHESTRA, INC. 2017 form 5500 responses
2017-09-01Type of plan entitySingle employer plan
2017-09-01Submission has been amendedNo
2017-09-01This submission is the final filingNo
2017-09-01This return/report is a short plan year return/report (less than 12 months)Yes
2017-09-01Plan is a collectively bargained planNo
2017-09-01Plan funding arrangement – InsuranceYes
2017-09-01Plan funding arrangement – TrustYes
2017-09-01Plan benefit arrangement – InsuranceYes
2017-09-01Plan benefit arrangement - TrustYes
2016: TAX SHELTERED ANNUITY PLAN FOR THE STAFF EMPLOYEES OF THE BOSTON SYMPHONY ORCHESTRA, INC. 2016 form 5500 responses
2016-09-01Type of plan entitySingle employer plan
2016-09-01Submission has been amendedNo
2016-09-01This submission is the final filingNo
2016-09-01This return/report is a short plan year return/report (less than 12 months)No
2016-09-01Plan is a collectively bargained planNo
2016-09-01Plan funding arrangement – InsuranceYes
2016-09-01Plan funding arrangement – TrustYes
2016-09-01Plan benefit arrangement – InsuranceYes
2016-09-01Plan benefit arrangement - TrustYes
2015: TAX SHELTERED ANNUITY PLAN FOR THE STAFF EMPLOYEES OF THE BOSTON SYMPHONY ORCHESTRA, INC. 2015 form 5500 responses
2015-09-01Type of plan entitySingle employer plan
2015-09-01Submission has been amendedNo
2015-09-01This submission is the final filingNo
2015-09-01This return/report is a short plan year return/report (less than 12 months)No
2015-09-01Plan is a collectively bargained planNo
2015-09-01Plan funding arrangement – InsuranceYes
2015-09-01Plan funding arrangement – TrustYes
2015-09-01Plan benefit arrangement – InsuranceYes
2015-09-01Plan benefit arrangement - TrustYes
2014: TAX SHELTERED ANNUITY PLAN FOR THE STAFF EMPLOYEES OF THE BOSTON SYMPHONY ORCHESTRA, INC. 2014 form 5500 responses
2014-09-01Type of plan entitySingle employer plan
2014-09-01Submission has been amendedNo
2014-09-01This submission is the final filingNo
2014-09-01This return/report is a short plan year return/report (less than 12 months)No
2014-09-01Plan is a collectively bargained planNo
2014-09-01Plan funding arrangement – InsuranceYes
2014-09-01Plan funding arrangement – TrustYes
2014-09-01Plan benefit arrangement – InsuranceYes
2014-09-01Plan benefit arrangement - TrustYes
2013: TAX SHELTERED ANNUITY PLAN FOR THE STAFF EMPLOYEES OF THE BOSTON SYMPHONY ORCHESTRA, INC. 2013 form 5500 responses
2013-09-01Type of plan entitySingle employer plan
2013-09-01Submission has been amendedNo
2013-09-01This submission is the final filingNo
2013-09-01This return/report is a short plan year return/report (less than 12 months)No
2013-09-01Plan is a collectively bargained planNo
2013-09-01Plan funding arrangement – InsuranceYes
2013-09-01Plan funding arrangement – TrustYes
2013-09-01Plan benefit arrangement – InsuranceYes
2013-09-01Plan benefit arrangement - TrustYes
2012: TAX SHELTERED ANNUITY PLAN FOR THE STAFF EMPLOYEES OF THE BOSTON SYMPHONY ORCHESTRA, INC. 2012 form 5500 responses
2012-09-01Type of plan entitySingle employer plan
2012-09-01Submission has been amendedNo
2012-09-01This submission is the final filingNo
2012-09-01This return/report is a short plan year return/report (less than 12 months)No
2012-09-01Plan is a collectively bargained planNo
2012-09-01Plan funding arrangement – InsuranceYes
2012-09-01Plan funding arrangement – TrustYes
2012-09-01Plan benefit arrangement – InsuranceYes
2012-09-01Plan benefit arrangement - TrustYes
2011: TAX SHELTERED ANNUITY PLAN FOR THE STAFF EMPLOYEES OF THE BOSTON SYMPHONY ORCHESTRA, INC. 2011 form 5500 responses
2011-09-01Type of plan entitySingle employer plan
2011-09-01Submission has been amendedNo
2011-09-01This submission is the final filingNo
2011-09-01This return/report is a short plan year return/report (less than 12 months)No
2011-09-01Plan is a collectively bargained planNo
2011-09-01Plan funding arrangement – InsuranceYes
2011-09-01Plan funding arrangement – TrustYes
2011-09-01Plan benefit arrangement – InsuranceYes
2011-09-01Plan benefit arrangement - TrustYes
2010: TAX SHELTERED ANNUITY PLAN FOR THE STAFF EMPLOYEES OF THE BOSTON SYMPHONY ORCHESTRA, INC. 2010 form 5500 responses
2010-09-01Type of plan entitySingle employer plan
2010-09-01Submission has been amendedNo
2010-09-01This submission is the final filingNo
2010-09-01This return/report is a short plan year return/report (less than 12 months)No
2010-09-01Plan is a collectively bargained planNo
2010-09-01Plan funding arrangement – InsuranceYes
2010-09-01Plan funding arrangement – TrustYes
2010-09-01Plan benefit arrangement – InsuranceYes
2010-09-01Plan benefit arrangement - TrustYes
2009: TAX SHELTERED ANNUITY PLAN FOR THE STAFF EMPLOYEES OF THE BOSTON SYMPHONY ORCHESTRA, INC. 2009 form 5500 responses
2009-09-01Type of plan entitySingle employer plan
2009-09-01Submission has been amendedNo
2009-09-01This submission is the final filingNo
2009-09-01This return/report is a short plan year return/report (less than 12 months)No
2009-09-01Plan is a collectively bargained planNo
2009-09-01Plan funding arrangement – InsuranceYes
2009-09-01Plan funding arrangement – TrustYes
2009-09-01Plan benefit arrangement – InsuranceYes
2009-09-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number50054
Policy instance 3
Insurance contract or identification number50054
Number of Individuals Covered12
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number385876
Policy instance 2
Insurance contract or identification number385876
Number of Individuals Covered35
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1000075
Policy instance 1
Insurance contract or identification number1000075
Number of Individuals Covered12
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number50054
Policy instance 3
Insurance contract or identification number50054
Number of Individuals Covered14
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number385876
Policy instance 2
Insurance contract or identification number385876
Number of Individuals Covered35
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1000075
Policy instance 1
Insurance contract or identification number1000075
Number of Individuals Covered13
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number50054
Policy instance 3
Insurance contract or identification number50054
Number of Individuals Covered41
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number385876
Policy instance 2
Insurance contract or identification number385876
Number of Individuals Covered36
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1000075
Policy instance 1
Insurance contract or identification number1000075
Number of Individuals Covered15
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number50054
Policy instance 3
Insurance contract or identification number50054
Number of Individuals Covered273
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number385876
Policy instance 2
Insurance contract or identification number385876
Number of Individuals Covered36
Insurance policy start date2019-09-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1000075
Policy instance 1
Insurance contract or identification number1000075
Number of Individuals Covered15
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number50054
Policy instance 3
Insurance contract or identification number50054
Number of Individuals Covered273
Insurance policy start date2018-09-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number385876
Policy instance 2
Insurance contract or identification number385876
Number of Individuals Covered39
Insurance policy start date2018-09-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1000075
Policy instance 1
Insurance contract or identification number1000075
Number of Individuals Covered17
Insurance policy start date2018-09-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number50054
Policy instance 3
Insurance contract or identification number50054
Number of Individuals Covered268
Insurance policy start date2017-09-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number385876
Policy instance 2
Insurance contract or identification number385876
Number of Individuals Covered40
Insurance policy start date2017-09-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1000075
Policy instance 1
Insurance contract or identification number1000075
Number of Individuals Covered18
Insurance policy start date2017-09-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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