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CHICAGO SYMPHONY ORCHESTRA

Headquarter

Company Details

Entity Name: CHICAGO SYMPHONY ORCHESTRA
Jurisdiction: Illinois
Entity Type: Corporation - Not-for-Profit
Status: Goodstanding
Date Formed: 16 Dec 1890
Company Number: CORP_05309638
File Number: 05309638
Address 220 S MICHIGAN AVE, CHICAGO, IL, 60604
Place of Formation: ILLINOIS

Links between entities

Type Company Name Company Number State
Headquarter of CHICAGO SYMPHONY ORCHESTRA, COLORADO 20141313598 COLORADO

Unique Entity ID

Unique Entity ID Expiration Date Physical Address Mailing Address
KZTTQ9ELMS23 2024-10-09 220 S MICHIGAN AVE, CHICAGO, IL, 60604, 2559, USA 220 S MICHIGAN, CHICAGO, IL, 60604, 2559, USA

Business Information

URL http://www.cso.org
Congressional District 07
State/Country of Incorporation IL, USA
Activation Date 2023-10-11
Initial Registration Date 2001-12-17
Entity Start Date 1890-12-16
Fiscal Year End Close Date Jun 30

Service Classifications

NAICS Codes 711310

Points of Contacts

Electronic Business
Title PRIMARY POC
Name SUSAN GREEN
Role MS.
Address 220 S. MICHIGAN AVE., CHICAGO, IL, 60604, 2559, USA
Title ALTERNATE POC
Name JANET KOSIBA
Address 220 S. MICHIGAN AVE., CHICAGO, IL, 60604, 2559, USA
Government Business
Title PRIMARY POC
Name SUSAN GREEN
Role MS.
Address 220 S. MICHIGAN AVE., CHICAGO, IL, 60604, 2559, USA
Title ALTERNATE POC
Name JANET KOSIBA
Address 220 S. MICHIGAN AVE., CHICAGO, IL, 60604, 2559, USA
Past Performance Information not Available

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
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

Agent

Name and Address Role Appointment Date
STACIE M FRANK, 220 S MICHIGAN AVE, CHICAGO, 60604, COOK-NOT IN CITY OF CHICAGO Agent 2018-01-18

Secretary

Name and Address Role Account Number
Kristine A Stassen Secretary 9582

Vice president

Name and Address Role Account Number
STACIE M. FRANK Vice president 9582

President

Name and Address Role Account Number
JEFFREY ALEXANDER President 9582

License

License Type License Number Status License Code License Description Business Activity Date Issued Effective Date Expiration Date
BUSINESS LICENSE 27281 Issued 1050 Public Place of Amusement 743 - Provides Onsite Amusement or Entertainment 2024-04-11 2024-04-16 2026-04-15
BUSINESS LICENSE 1121449 Issued 1625 Raffles 720 - Not-For-Profit Selling Raffles for Prizes of $50 or More 2024-03-18 2024-05-16 2025-05-15
BUSINESS LICENSE 27282 Issued 1475 Consumption on Premises - Incidental Activity 638 - Consumption of Liquor on Premises 2020-02-24 2020-04-16 2022-04-15
BUSINESS LICENSE 1095570 Cancelled 1010 Limited Business License No data 2012-04-09 2012-04-16 2014-04-15

Assumed Names

Name Type Effective Date Cancellation Date Cancellation Type Last Renewal Date
NEGAUNEE MUSIC INSTITUTE NFP Assume Name 2016-02-04 No data No data No data
LEAGUE OF THE CHICAGO SYMPHONY ORCHESTRA ASSOCIATION NFP Assume Name 2009-09-09 No data No data No data
CHICAGO SYMPHONY ORCHESTRA ASSOCIATION NFP Assume Name 2003-05-01 No data No data No data
SYMPHONY CENTER PRESENTS NFP Assume Name 1997-03-11 No data No data No data
THE SYMPHONY STORE NFP Assume Name 1996-10-21 No data No data No data
CIVIC ORCHESTRA OF CHICAGO NFP Assume Name 1996-10-21 No data No data No data
CHICAGO SYMPHONY CHORUS NFP Assume Name 1996-10-21 No data No data No data
THE ORCHESTRAL ASSOCIATION NFP Assume Name 1996-10-21 No data No data No data

Historical Names

Name Change Date
THE ORCHESTRAL ASSOCIATION 1996-10-21

Date of last update: 13 Jan 2025

Sources: Illinois Office of the Secretary of State