How big is Palm Beach Opera's plan?

Palm Beach Opera's plan reported $721K in assets and 12 participants for 2023.

Original filing (PDF)20250319161451NAL0005142993001

Palm Beach Opera

Name: Palm Beach Opera — Palm Beach Opera Tax Deferred, Form 5500 (2023)
Creator: Palm Beach Opera
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Palm Beach Opera Tax Deferred Annuity Plan

403(b) retirement plan · Palm Beach Opera's Palm Beach Opera Tax Deferred Annuity Plan held $721K in plan assets for 12 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$721K

Net assets (EOY)

$721K

People on this filing

ALAN Robert Bloom signed Palm Beach Opera's 2023 Form 5500 as plan administrator.

ALAN Robert Bloom — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Palm Beach Opera's EIN is 59-1060864.

EIN 59-1060864

Plan number 001

Plan year 2023

ACK ID 20250319161451NAL0005142993001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Palm Beach Opera from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Palm Beach Opera's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PALM BEACH OPERA.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Plan sponsor

Name

PALM BEACH OPERA

EIN

all filings

Address

425 24TH STREET · WEST PALM BEACH, FL · 33407

Phone

(561) 835-7552

Industry

Arts, Entertainment, Recreation

Plan administrator