Stacie Frank signed The Orchestral Association's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Orchestral Association's EIN is 36-2167823.
Download the official 2023 Form 5500 (PDF) for The Orchestral Association from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)The Orchestral Association's plan includes a defined-benefit pension formula, a cash-balance formula.
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLINGTON TRUST COMPANY, NA | 04-2755549 | — | INVESTMENT MGMT FEES | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE SEGAL COMPANY | 13-1975125 | — | ACTUARIAL | $30K | — |
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.
| % of plan | |||
|---|---|---|---|
| NT COLLECTIVE SHORT-TERM INVESTMENT NORTHERN TRUST INVESTMENT, INC · EIN 45-6138589 / PN 084 | Common Collective Trust | $363K | 2.5% |
| EAGLE CAPITAL MANAGEMENT, LLC | 22-3361201 | — | INVESTMENT MANAGMENT | $17K | — |
| MONTICELLO ASSOCIATES | 84-1205635 | — | INVESTMENT ADVISORY | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE NORTHERN TRUST COMPANY | 36-1561860 | — | CONTRACT ADMINISTRATOR | $14K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PLANTE MORAN, PLLC | 33-1498605 | — | ACCOUNTING | $16K | — |
