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Original filing (PDF)20250411153115NAL0012744867001
LOS ANGELES PHILHARMONIC ASSOCIATION
Form 5500
FILING_RECEIVED
LOS ANGELES PHILHARMONIC ASSOCIATION STAFF RETIREMENT PLAN
Defined-benefit pension plan
Active participants
55
Accounts w/ balance
—
Plan assets (EOY)
$15.0M
Net assets (EOY)
$15.0M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
75
Participation health
100
Knocking points off
- 69 bps in Schedule C fees — 137% above peer band of 29 bps.
- Plan is frozen (1I) — no new benefit accrual.
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 LOS ANGELES PHILHARMONIC ASSOCIATION.
Plan sponsor
Name
LOS ANGELES PHILHARMONIC ASSOCIATION
EIN
95-1696734
Address
151 SOUTH GRAND AVE. · LOS ANGELES, CA · 900123034
Phone
(213) 972-7300
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-11
Pension benefit codes
1A · Pay-related DB formula
1I · Frozen plan — no new benefit accrual
Audit & trust (Schedule H)
Auditor
GREEN HASSON & JANKS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MILLIMAN | 91-0675641 | — | NONE | $50K | — |
| SEI INVESTMENTS COMPANY | 23-1707341 | — | NONE | $48K | — |
| PRINCIPAL | 42-1466678 | — | NONE | $6K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.