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Original filing (PDF)20250317171323NAL0001935921001
THE ORCHESTRAL ASSOCIATION
Form 5500
FILING_RECEIVED
THE ORCHESTRAL ASSOCIATION RETIREMENT PLAN FOR ADMINISTRATIVE EMPLOYEES
Defined-benefit pension plan
Signals · 1
6 service providers
Active participants
27
Accounts w/ balance
—
Plan assets (EOY)
$14.8M
Net assets (EOY)
$14.8M
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)
86
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 65 bps in Schedule C fees — 124% above peer band of 29 bps.
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 THE ORCHESTRAL ASSOCIATION.
Plan sponsor
Name
THE ORCHESTRAL ASSOCIATION
EIN
36-2167823
Address
220 S. MICHIGAN AVENUE · CHICAGO, IL · 606042559
Phone
(312) 294-3301
Industry
Arts, Entertainment, Recreationsee all
Plan administrator
Name
THE ORCHESTRAL ASSOCIATION
EIN
36-2167823
City
CHICAGO, IL
Phone
(312) 294-3301
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-03-17
Pension benefit codes
1A · Pay-related DB formula
1C · Cash balance or similar hybrid DB
Audit & trust (Schedule H)
Auditor
PLANTE & MORAN, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsAdvisor / Consultant
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE SEGAL COMPANY | 13-1975125 | — | ACTUARIAL | $30K | — |
| EAGLE CAPITAL MANAGEMENT, LLC | 22-3361201 | — | INVESTMENT MANAGMENT | $17K | — |
| MONTICELLO ASSOCIATES | 84-1205635 | — | INVESTMENT ADVISORY | $10K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE NORTHERN TRUST COMPANY | 36-1561860 | — | CONTRACT ADMINISTRATOR | $14K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PLANTE MORAN, PLLC | 33-1498605 | — | ACCOUNTING | $16K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLINGTON TRUST COMPANY, NA | 04-2755549 | — | INVESTMENT MGMT FEES | $8K | — |
Investments
1 pooled fund· $363K(2% 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 |
|---|---|---|---|
| NT COLLECTIVE SHORT-TERM INVESTMENT NORTHERN TRUST INVESTMENT, INC · EIN 45-6138589 / PN 084 | Common Collective Trust | $363K | 2.5% |