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Original filing (PDF)20250515102842NAL0019557457001
METROPOLITAN OPERA ASSOCIATION, INC
Form 5500
FILING_RECEIVED
METROPOLITAN OPERA ASSOCIATION RETIREMENT PLAN
Defined-benefit pension plan
Signals · 2
No recordkeeper disclosed77 service providers
Active participants
689
Accounts w/ balance
—
Plan assets (EOY)
$264.8M
Net assets (EOY)
$264.0M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
65
Vendor stack
80
Participation health
100
Knocking points off
- 68 bps in Schedule C fees — 576% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for METROPOLITAN OPERA ASSOCIATION, INC.
Plan sponsor
Name
METROPOLITAN OPERA ASSOCIATION, INC
EIN
13-1624087
Address
30 LINCOLN CENTER · ROOM 423 FINANCE · NEW YORK, NY · 100236980
Phone
(212) 799-3100
Industry
Arts, Entertainment, Recreationsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
007
Plan year
2023
Plan year begin
2023-08-01
Tax period
2024-07-31
Filed
2025-05-15
Pension benefit codes
1A · Pay-related DB formula
Audit & trust (Schedule H)
Auditor
KPMG, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
77 rowsOther
77Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
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