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Original filing (PDF)20250603090935NAL0007119235001
BOSTON SYMPHONY ORCHESTRA, INC.
Form 5500
FILING_RECEIVED
RETIREMENT PLAN FOR THE STAFF EMPLOYEES OF THE BOSTON SYMPHONY ORCHESTRA, INC.
Defined-benefit pension plan
Active participants
51
Accounts w/ balance
—
Plan assets (EOY)
$36.0M
Net assets (EOY)
$36.0M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
93
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
100
Vendor stack
75
Participation health
100
Knocking points off
- Plan is frozen (1I) — no new benefit accrual.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- Below-peer total fees (12 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOSTON SYMPHONY ORCHESTRA, INC..
Plan sponsor
Name
BOSTON SYMPHONY ORCHESTRA, INC.
EIN
04-2103550
Address
301 MASSACHUSETTS AVE · BOSTON, MA · 021154557
Phone
(617) 638-9211
Industry
Arts, Entertainment, Recreationsee all
Plan administrator
Name
BOSTON SYMPHONY ORCHESTRA, INC.
EIN
04-2103550
City
BOSTON, MA
Phone
(617) 266-1492
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-09-01
Tax period
2024-08-31
Filed
2025-06-03
Pension benefit codes
1A · Pay-related DB formula
1I · Frozen plan — no new benefit accrual
Audit & trust (Schedule H)
Auditor
CARON & BLETZER, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE ANGELL PENSION GROUP, INC. | 04-2530412 | EAST PROVIDENCE, RI | VENDOR | $24K | — |
| LITTLER MENDELSON PC | — | BOSTON, MA | VENDOR | $9K | — |
| CARON & BLETZER, PLLC | 04-3499945 | KINGSTON, NH | VENDOR | $9K | — |
Investments
1 pooled fund· $36.0M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| BSO PENSIONS TRUST FUND BOSTON SYMPHONY ORCHESTRA, INC. · EIN 04-2103550 / PN 004 | Master Trust | $36.0M | 100.0% |
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