CHICAGO SYMPHONY ORCHESTRA DEFINED CONT. PLAN
|
2022
|
362167823
|
2024-01-17
|
CHICAGO SYMPHONY ORCHESTRA ASSOCIATION
|
49
|
|
File |
View Page
|
Three-digit plan number (PN) |
003
|
Effective date of plan |
2020-07-01
|
Business code |
711100
|
Sponsor’s telephone number |
3122943301
|
Plan sponsor’s
address |
220 S. MICHIGAN AVENUE, CHICAGO, IL, 60604
|
Signature of
Role |
Plan administrator |
Date |
2024-01-17 |
Name of individual signing |
STACIE M. FRANK |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
THE ORCHESTRAL ASSOCIATION RETIREMENT PLAN FOR ADMINISTRATIVE EMPLOYEES
|
2022
|
362167823
|
2024-03-20
|
THE ORCHESTRAL ASSOCIATION
|
187
|
|
File |
View Page
|
Three-digit plan number (PN) |
002
|
Effective date of plan |
1976-07-01
|
Business code |
711100
|
Sponsor’s telephone number |
3122943301
|
Plan sponsor’s mailing address |
220 S. MICHIGAN AVENUE, CHICAGO, IL, 606042559
|
Plan sponsor’s
address |
220 S. MICHIGAN AVENUE, CHICAGO, IL, 606042559
|
Plan administrator’s name and address
Administrator’s EIN |
362167823 |
Plan administrator’s name |
THE ORCHESTRAL ASSOCIATION |
Plan administrator’s
address |
220 S. MICHIGAN AVENUE, CHICAGO, IL, 606042559 |
Administrator’s telephone number |
3122943301 |
Number of participants as of the end of the plan year
Active participants |
27 |
Retired or separated participants receiving
benefits |
49 |
Other
retired or separated participants entitled to future benefits |
104 |
Deceased participants
whose
beneficiaries are receiving or are entitled to receive benefits |
7 |
Signature of
Role |
Plan administrator |
Date |
2024-03-20 |
Name of individual signing |
STACIE FRANK |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2024-03-20 |
Name of individual signing |
STACIE FRANK |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
CHICAGO SYMPHONY ORCHESTRA DEFINED CONT. PLAN
|
2021
|
362167823
|
2023-01-13
|
CHICAGO SYMPHONY ORCHESTRA ASSOCIATION
|
50
|
|
File |
View Page
|
Three-digit plan number (PN) |
003
|
Effective date of plan |
2020-07-01
|
Business code |
711100
|
Sponsor’s telephone number |
3122943301
|
Plan sponsor’s
address |
220 S. MICHIGAN AVENUE, CHICAGO, IL, 60604
|
Signature of
Role |
Plan administrator |
Date |
2023-01-13 |
Name of individual signing |
STACIE M. FRANK |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2023-01-13 |
Name of individual signing |
STACIE M. FRANK |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
THE ORCHESTRAL ASSOCIATION RETIREMENT PLAN FOR ADMINISTRATIVE EMPLOYEES
|
2021
|
362167823
|
2023-03-27
|
THE ORCHESTRAL ASSOCIATION
|
188
|
|
File |
View Page
|
Three-digit plan number (PN) |
002
|
Effective date of plan |
1976-07-01
|
Business code |
711100
|
Sponsor’s telephone number |
3122943301
|
Plan sponsor’s mailing address |
220 S. MICHIGAN AVENUE, CHICAGO, IL, 606042559
|
Plan sponsor’s
address |
220 S. MICHIGAN AVENUE, CHICAGO, IL, 606042559
|
Plan administrator’s name and address
Administrator’s EIN |
362167823 |
Plan administrator’s name |
THE ORCHESTRAL ASSOCIATION |
Plan administrator’s
address |
220 S. MICHIGAN AVENUE, CHICAGO, IL, 606042559 |
Administrator’s telephone number |
3122943301 |
Number of participants as of the end of the plan year
Active participants |
29 |
Retired or separated participants receiving
benefits |
45 |
Other
retired or separated participants entitled to future benefits |
106 |
Deceased participants
whose
beneficiaries are receiving or are entitled to receive benefits |
7 |
Signature of
Role |
Plan administrator |
Date |
2023-03-27 |
Name of individual signing |
STACIE FRANK |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2023-03-27 |
Name of individual signing |
STACIE FRANK |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
CHICAGO SYMPHONY ORCHESTRA DEFINED CONT. PLAN
|
2020
|
362167823
|
2022-01-11
|
CHICAGO SYMPHONY ORCHESTRA ASSOCIATION
|
50
|
|
File |
View Page
|
Three-digit plan number (PN) |
003
|
Effective date of plan |
2020-07-01
|
Business code |
711100
|
Sponsor’s telephone number |
3122943301
|
Plan sponsor’s
address |
220 S. MICHIGAN AVENUE, CHICAGO, IL, 60604
|
Signature of
Role |
Plan administrator |
Date |
2022-01-11 |
Name of individual signing |
STACIE M. FRANK |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2022-01-11 |
Name of individual signing |
STACIE M FRANK |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
THE ORCHESTRAL ASSOCIATION RETIREMENT PLAN FOR ADMINISTRATIVE EMPLOYEES
|
2020
|
362167823
|
2022-03-18
|
THE ORCHESTRAL ASSOCIATION
|
188
|
|
File |
View Page
|
Three-digit plan number (PN) |
002
|
Effective date of plan |
1976-07-01
|
Business code |
711100
|
Sponsor’s telephone number |
3122943301
|
Plan sponsor’s mailing address |
220 S. MICHIGAN AVENUE, CHICAGO, IL, 606042559
|
Plan sponsor’s
address |
220 S. MICHIGAN AVENUE, CHICAGO, IL, 606042559
|
Plan administrator’s name and address
Administrator’s EIN |
362167823 |
Plan administrator’s name |
THE ORCHESTRAL ASSOCIATION |
Plan administrator’s
address |
220 S. MICHIGAN AVENUE, CHICAGO, IL, 606042559 |
Administrator’s telephone number |
3122943301 |
Number of participants as of the end of the plan year
Active participants |
31 |
Retired or separated participants receiving
benefits |
40 |
Other
retired or separated participants entitled to future benefits |
111 |
Deceased participants
whose
beneficiaries are receiving or are entitled to receive benefits |
6 |
Signature of
Role |
Plan administrator |
Date |
2022-03-18 |
Name of individual signing |
STACIE FRANK |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2022-03-18 |
Name of individual signing |
STACIE FRANK |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
THE ORCHESTRAL ASSOCIATION RETIREMENT PLAN FOR ADMINISTRATIVE EMPLOYEES
|
2019
|
362167823
|
2021-03-30
|
THE ORCHESTRAL ASSOCIATION
|
188
|
|
File |
View Page
|
Three-digit plan number (PN) |
002
|
Effective date of plan |
1976-07-01
|
Business code |
711100
|
Sponsor’s telephone number |
3122943301
|
Plan sponsor’s mailing address |
220 S. MICHIGAN AVENUE, CHICAGO, IL, 606042559
|
Plan sponsor’s
address |
220 S. MICHIGAN AVENUE, CHICAGO, IL, 606042559
|
Plan administrator’s name and address
Administrator’s EIN |
362167823 |
Plan administrator’s name |
THE ORCHESTRAL ASSOCIATION |
Plan administrator’s
address |
220 S. MICHIGAN AVENUE, CHICAGO, IL, 606042559 |
Administrator’s telephone number |
3122943301 |
Number of participants as of the end of the plan year
Active participants |
34 |
Retired or separated participants receiving
benefits |
36 |
Other
retired or separated participants entitled to future benefits |
112 |
Deceased participants
whose
beneficiaries are receiving or are entitled to receive benefits |
6 |
Signature of
Role |
Plan administrator |
Date |
2021-03-30 |
Name of individual signing |
STACIE FRANK |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2021-03-30 |
Name of individual signing |
STACIE FRANK |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
THE ORCHESTRAL ASSOCIATION RETIREMENT PLAN FOR ADMINISTRATIVE EMPLOYEES
|
2018
|
362167823
|
2020-04-09
|
THE ORCHESTRAL ASSOCIATION
|
188
|
|
File |
View Page
|
Three-digit plan number (PN) |
002
|
Effective date of plan |
1976-07-01
|
Business code |
711100
|
Sponsor’s telephone number |
3122943301
|
Plan sponsor’s mailing address |
220 S. MICHIGAN AVENUE, CHICAGO, IL, 606042559
|
Plan sponsor’s
address |
220 S. MICHIGAN AVENUE, CHICAGO, IL, 606042559
|
Plan administrator’s name and address
Administrator’s EIN |
362167823 |
Plan administrator’s name |
THE ORCHESTRAL ASSOCIATION |
Plan administrator’s
address |
220 S. MICHIGAN AVENUE, CHICAGO, IL, 606042559 |
Administrator’s telephone number |
3122943301 |
Number of participants as of the end of the plan year
Active participants |
36 |
Retired or separated participants receiving
benefits |
34 |
Other
retired or separated participants entitled to future benefits |
113 |
Deceased participants
whose
beneficiaries are receiving or are entitled to receive benefits |
5 |
Signature of
Role |
Plan administrator |
Date |
2020-04-09 |
Name of individual signing |
STACIE FRANK |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2020-04-09 |
Name of individual signing |
STACIE FRANK |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
CHICAGO SYMPHONY ORCHESTRA ASSOCIATON 403B PLAN FOR ADMINISTRATIVE EMPLOYEES
|
2018
|
362167823
|
2020-01-29
|
CHICAGO SYMPHONY ORCHESTRA
|
184
|
|
File |
View Page
|
Three-digit plan number (PN) |
004
|
Effective date of plan |
2006-07-01
|
Business code |
711100
|
Sponsor’s telephone number |
3122943301
|
Plan sponsor’s mailing address |
220 S. MICHIGAN AVENUE, CHICAGO, IL, 606042559
|
Plan sponsor’s
address |
220 S. MICHIGAN AVENUE, CHICAGO, IL, 606042559
|
Plan administrator’s name and address
Administrator’s EIN |
362167823 |
Plan administrator’s name |
CHICAGO SYMPHONY ORCHESTRA |
Plan administrator’s
address |
220 S. MICHIGAN AVENUE, CHICAGO, IL, 606042559 |
Administrator’s telephone number |
3122943301 |
Number of participants as of the end of the plan year
Active participants |
126 |
Retired or separated participants receiving
benefits |
0 |
Other
retired or separated participants entitled to future benefits |
57 |
Deceased participants
whose
beneficiaries are receiving or are entitled to receive benefits |
0 |
Number of
participants
with
account balances as of the end of the plan year |
172 |
Number of participants that
terminated
employment during the plan year with accrued benefits that were less than 100%
vested |
3 |
Signature of
Role |
Plan administrator |
Date |
2020-01-29 |
Name of individual signing |
STACIE FRANK |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
CHICAGO SYMPHONY ORCHESTRA ASSOCIATON 403B PLAN FOR ADMINISTRATIVE EMPLOYEES
|
2018
|
362167823
|
2020-01-29
|
CHICAGO SYMPHONY ORCHESTRA
|
184
|
|
Three-digit plan number (PN) |
004
|
Effective date of plan |
2006-07-01
|
Business code |
711100
|
Sponsor’s telephone number |
3122943301
|
Plan sponsor’s mailing address |
220 S. MICHIGAN AVENUE, CHICAGO, IL, 606042559
|
Plan sponsor’s
address |
220 S. MICHIGAN AVENUE, CHICAGO, IL, 606042559
|
Plan administrator’s name and address
Administrator’s EIN |
362167823 |
Plan administrator’s name |
CHICAGO SYMPHONY ORCHESTRA |
Plan administrator’s
address |
220 S. MICHIGAN AVENUE, CHICAGO, IL, 606042559 |
Administrator’s telephone number |
3122943301 |
Number of participants as of the end of the plan year
Active participants |
126 |
Retired or separated participants receiving
benefits |
0 |
Other
retired or separated participants entitled to future benefits |
57 |
Deceased participants
whose
beneficiaries are receiving or are entitled to receive benefits |
0 |
Number of
participants
with
account balances as of the end of the plan year |
172 |
Number of participants that
terminated
employment during the plan year with accrued benefits that were less than 100%
vested |
3 |
Signature of
Role |
Plan administrator |
Date |
2020-01-29 |
Name of individual signing |
STACIE FRANK |
Valid signature |
Filed with authorized/valid electronic signature |
|
|