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Original filing (PDF)20250429125949NAL0001067938001

THE BALTIMORE SYMPHONY ORCHESTRA, INC.

Form 5500-SF
FILING_RECEIVED
BALTIMORE SYMPHONY ORCHESTRA, INC. PENSION PLAN
Defined-benefit pension plan
Active participants
6
Accounts w/ balance
Plan assets (EOY)
$2.4M
Net assets (EOY)
$2.4M
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
75
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.
  • No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE BALTIMORE SYMPHONY ORCHESTRA, INC..
Plan sponsor
Name
THE BALTIMORE SYMPHONY ORCHESTRA, INC.
EIN
52-0629696
Address
1212 CATHEDRAL STREET · BALTIMORE, MD · 21201
Phone
(410) 783-8095
Industry
Arts, Entertainment, Recreationsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-08-01
Tax period
2024-07-31
Filed
2025-04-29
Pension benefit codes
1A · Pay-related DB formula
3D · Pre-approved plan (master / prototype / VS)
1I · Frozen plan — no new benefit accrual
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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