Original filing (PDF)20250610154220NAL0015163041001

MILWAUKEE SYMPHONY ORCHESTRA, INC

Name: MILWAUKEE SYMPHONY ORCHESTRA, INC — MILWAUKEE SYMPHONY ORCHESTRA, INC. EMPLOYEES' RETIREMENT PLAN, Form 5500 (2023)
Creator: MILWAUKEE SYMPHONY ORCHESTRA, INC

Form 5500-SF

FILING_RECEIVED

MILWAUKEE SYMPHONY ORCHESTRA, INC. EMPLOYEES' RETIREMENT PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$6.7M

Net assets (EOY)

$6.7M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MILWAUKEE SYMPHONY ORCHESTRA, INC.

Plan sponsor

Name

MILWAUKEE SYMPHONY ORCHESTRA, INC

EIN

39-6023436

Address

212 W WISCONSIN AVE · MILWAUKEE, WI · 532032307

Phone

(414) 291-6010

Industry

Arts, Entertainment, Recreationsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-09-01

Tax period

2024-08-31

Filed

2025-06-10

Pension benefit codes

1B · Flat-dollar DB formula

1I · Frozen plan — no new benefit accrual

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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