401k Plan data: CINCINNATI SYMPHONY ORCHESTRA ADMINISTRATIVE PERSONNEL 403(B) PLAN plan

CINCINNATI SYMPHONY ORCHESTRA ADMINISTRATIVE PERSONNEL 403(B) PLAN 401k Plan overview

Plan Name	CINCINNATI SYMPHONY ORCHESTRA ADMINISTRATIVE PERSONNEL 403(B) PLAN
Plan identification number	005

CINCINNATI SYMPHONY ORCHESTRA ADMINISTRATIVE PERSONNEL 403(B) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

CINCINNATI SYMPHONY ORCHESTRA has sponsored the creation of one or more 401k plans.

Company Name: CINCINNATI SYMPHONY ORCHESTRA

Employer identification number (EIN): 310537080

NAIC Classification: 711100
NAIC Description: Performing Arts Companies

Additional information about CINCINNATI SYMPHONY ORCHESTRA

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division

Incorporation Date: 1894-04-12

Company Identification Number: 62843

Legal Registered Office Address: 1241 ELM STREET
-
CINCINNATI
United States of America (USA)
45202

More information about CINCINNATI SYMPHONY ORCHESTRA

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CINCINNATI SYMPHONY ORCHESTRA ADMINISTRATIVE PERSONNEL 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
005 2022-09-01 KYLE WYNK 2024-06-17
005 2021-09-01
005 2020-09-01 KYLE WYNK 2022-03-17
005 2019-09-01 KYLE WYNK 2021-06-15
005 2018-09-01 KYLE WYNK 2020-07-13
005 2018-09-01 KYLE WYNK 2021-06-15
005 2017-09-01 KYLE WYNK 2019-05-30
005 2016-09-01 KYLE WYNK
005 2015-09-01 KYLE WYNK 2017-06-06 KYLE WYNK 2017-06-06
005 2014-09-01 KYLE WYNK 2016-06-13 KYLE WYNK 2016-06-13
005 2013-09-01 RICHARD FRESHWATER 2015-06-15 RICHARD FRESHWATER 2015-06-15
005 2012-09-01 RICHARD FRESHWATER 2013-12-10 RICHARD FRESHWATER 2013-12-10

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
005	2022-09-01	KYLE WYNK	2024-06-17
005	2021-09-01
005	2020-09-01	KYLE WYNK	2022-03-17
005	2019-09-01	KYLE WYNK	2021-06-15
005	2018-09-01	KYLE WYNK	2020-07-13
005	2018-09-01	KYLE WYNK	2021-06-15
005	2017-09-01	KYLE WYNK	2019-05-30
005	2016-09-01	KYLE WYNK
005	2015-09-01	KYLE WYNK	2017-06-06	KYLE WYNK	2017-06-06
005	2014-09-01	KYLE WYNK	2016-06-13	KYLE WYNK	2016-06-13
005	2013-09-01	RICHARD FRESHWATER	2015-06-15	RICHARD FRESHWATER	2015-06-15
005	2012-09-01	RICHARD FRESHWATER	2013-12-10	RICHARD FRESHWATER	2013-12-10

Plan Statistics for CINCINNATI SYMPHONY ORCHESTRA ADMINISTRATIVE PERSONNEL 403(B) PLAN

401k plan membership statisitcs for CINCINNATI SYMPHONY ORCHESTRA ADMINISTRATIVE PERSONNEL 403(B) PLAN

Measure Date Value
2022: CINCINNATI SYMPHONY ORCHESTRA ADMINISTRATIVE PERSONNEL 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-09-01 452
Total number of active participants reported on line 7a of the Form 5500 2022-09-01 229
Number of retired or separated participants receiving benefits 2022-09-01 0
Number of other retired or separated participants entitled to future benefits 2022-09-01 33
Total of all active and inactive participants 2022-09-01 262
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-09-01 0
Total participants 2022-09-01 262
Number of participants with account balances 2022-09-01 84
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-09-01 0
2021: CINCINNATI SYMPHONY ORCHESTRA ADMINISTRATIVE PERSONNEL 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-09-01 268
Total number of active participants reported on line 7a of the Form 5500 2021-09-01 408
Number of retired or separated participants receiving benefits 2021-09-01 2
Number of other retired or separated participants entitled to future benefits 2021-09-01 42
Total of all active and inactive participants 2021-09-01 452
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-09-01 1
Total participants 2021-09-01 453
Number of participants with account balances 2021-09-01 231
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-09-01 13
2016: CINCINNATI SYMPHONY ORCHESTRA ADMINISTRATIVE PERSONNEL 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-09-01 128
Total number of active participants reported on line 7a of the Form 5500 2016-09-01 77
Number of retired or separated participants receiving benefits 2016-09-01 1
Number of other retired or separated participants entitled to future benefits 2016-09-01 17
Total of all active and inactive participants 2016-09-01 95
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-09-01 0
Total participants 2016-09-01 95
Number of participants with account balances 2016-09-01 95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-09-01 2

Measure	Date	Value
2022: CINCINNATI SYMPHONY ORCHESTRA ADMINISTRATIVE PERSONNEL 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-09-01	452
Total number of active participants reported on line 7a of the Form 5500	2022-09-01	229
Number of retired or separated participants receiving benefits	2022-09-01	0
Number of other retired or separated participants entitled to future benefits	2022-09-01	33
Total of all active and inactive participants	2022-09-01	262
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-09-01	0
Total participants	2022-09-01	262
Number of participants with account balances	2022-09-01	84
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-09-01	0
2021: CINCINNATI SYMPHONY ORCHESTRA ADMINISTRATIVE PERSONNEL 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-09-01	268
Total number of active participants reported on line 7a of the Form 5500	2021-09-01	408
Number of retired or separated participants receiving benefits	2021-09-01	2
Number of other retired or separated participants entitled to future benefits	2021-09-01	42
Total of all active and inactive participants	2021-09-01	452
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-09-01	1
Total participants	2021-09-01	453
Number of participants with account balances	2021-09-01	231
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-09-01	13
2016: CINCINNATI SYMPHONY ORCHESTRA ADMINISTRATIVE PERSONNEL 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-09-01	128
Total number of active participants reported on line 7a of the Form 5500	2016-09-01	77
Number of retired or separated participants receiving benefits	2016-09-01	1
Number of other retired or separated participants entitled to future benefits	2016-09-01	17
Total of all active and inactive participants	2016-09-01	95
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-09-01	0
Total participants	2016-09-01	95
Number of participants with account balances	2016-09-01	95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-09-01	2

Financial Data on CINCINNATI SYMPHONY ORCHESTRA ADMINISTRATIVE PERSONNEL 403(B) PLAN

Measure	Date	Value
2023 : CINCINNATI SYMPHONY ORCHESTRA ADMINISTRATIVE PERSONNEL 403(B) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-08-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-08-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-08-31	$0
Total income from all sources (including contributions)	2023-08-31	$3,656,124
Total loss/gain on sale of assets	2023-08-31	$0
Total of all expenses incurred	2023-08-31	$8,519,251
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-08-31	$8,482,631
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-08-31	$2,322,549
Value of total assets at end of year	2023-08-31	$4,468,511
Value of total assets at beginning of year	2023-08-31	$9,331,638
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-08-31	$36,620
Total interest from all sources	2023-08-31	$472
Total dividends received (eg from common stock, registered investment company shares)	2023-08-31	$302,278
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-08-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2023-08-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2023-08-31	$302,278
Was this plan covered by a fidelity bond	2023-08-31	Yes
Value of fidelity bond cover	2023-08-31	$500,000
If this is an individual account plan, was there a blackout period	2023-08-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2023-08-31	No
Contributions received from participants	2023-08-31	$1,563,812
Participant contributions at end of year	2023-08-31	$0
Participant contributions at beginning of year	2023-08-31	$9,259
Income. Received or receivable in cash from other sources (including rollovers)	2023-08-31	$456,512
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-08-31	No
Value of net income/loss	2023-08-31	$-4,863,127
Value of net assets at end of year (total assets less liabilities)	2023-08-31	$4,468,511
Value of net assets at beginning of year (total assets less liabilities)	2023-08-31	$9,331,638
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-08-31	No
Were any leases to which the plan was party in default or uncollectible	2023-08-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-08-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-08-31	$9,312,336
Value of interest in pooled separate accounts at end of year	2023-08-31	$4,468,511
Value of interest in pooled separate accounts at beginning of year	2023-08-31	$0
Income. Interest from loans (other than to participants)	2023-08-31	$472
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2023-08-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2023-08-31	$10,043
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2023-08-31	$10,043
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-08-31	$259,883
Net investment gain/loss from pooled separate accounts	2023-08-31	$770,942
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-08-31	No
Was there a failure to transmit to the plan any participant contributions	2023-08-31	No
Has the plan failed to provide any benefit when due under the plan	2023-08-31	No
Contributions received in cash from employer	2023-08-31	$302,225
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-08-31	$8,482,631
Contract administrator fees	2023-08-31	$36,620
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2023-08-31	Yes
Did the plan have assets held for investment	2023-08-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-08-31	No
Opinion of an independent qualified public accountant for this plan	2023-08-31	Unqualified
Accountancy firm name	2023-08-31	CLARK, SCHAEFER, HACKETT & CO.
Accountancy firm EIN	2023-08-31	310800053
2022 : CINCINNATI SYMPHONY ORCHESTRA ADMINISTRATIVE PERSONNEL 403(B) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-08-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-08-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-08-31	$0
Total income from all sources (including contributions)	2022-08-31	$1,013,718
Total loss/gain on sale of assets	2022-08-31	$0
Total of all expenses incurred	2022-08-31	$134,344
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-08-31	$130,971
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-08-31	$2,593,376
Value of total assets at end of year	2022-08-31	$9,331,638
Value of total assets at beginning of year	2022-08-31	$8,452,264
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-08-31	$3,373
Total interest from all sources	2022-08-31	$692
Total dividends received (eg from common stock, registered investment company shares)	2022-08-31	$907,544
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-08-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-08-31	$907,544
Was this plan covered by a fidelity bond	2022-08-31	Yes
Value of fidelity bond cover	2022-08-31	$500,000
If this is an individual account plan, was there a blackout period	2022-08-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-08-31	No
Contributions received from participants	2022-08-31	$2,068,052
Participant contributions at end of year	2022-08-31	$9,259
Participant contributions at beginning of year	2022-08-31	$23,100
Income. Received or receivable in cash from other sources (including rollovers)	2022-08-31	$8,405
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-08-31	No
Value of net income/loss	2022-08-31	$879,374
Value of net assets at end of year (total assets less liabilities)	2022-08-31	$9,331,638
Value of net assets at beginning of year (total assets less liabilities)	2022-08-31	$8,452,264
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-08-31	No
Were any leases to which the plan was party in default or uncollectible	2022-08-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-08-31	$9,312,336
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-08-31	$8,421,711
Interest on participant loans	2022-08-31	$692
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-08-31	$10,043
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-08-31	$7,453
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-08-31	$7,453
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-08-31	$-2,487,894
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-08-31	No
Was there a failure to transmit to the plan any participant contributions	2022-08-31	No
Has the plan failed to provide any benefit when due under the plan	2022-08-31	No
Contributions received in cash from employer	2022-08-31	$516,919
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-08-31	$130,971
Contract administrator fees	2022-08-31	$3,373
Did the plan have assets held for investment	2022-08-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-08-31	No
Opinion of an independent qualified public accountant for this plan	2022-08-31	Unqualified
Accountancy firm name	2022-08-31	CLARK, SCHAEFER, HACKETT & CO.
Accountancy firm EIN	2022-08-31	310800053
2017 : CINCINNATI SYMPHONY ORCHESTRA ADMINISTRATIVE PERSONNEL 403(B) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-08-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-08-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-08-31	$0
Total income from all sources (including contributions)	2017-08-31	$1,189,951
Total loss/gain on sale of assets	2017-08-31	$0
Total of all expenses incurred	2017-08-31	$549,809
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-08-31	$546,428
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-08-31	$729,084
Value of total assets at end of year	2017-08-31	$3,717,941
Value of total assets at beginning of year	2017-08-31	$3,077,799
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-08-31	$3,381
Total interest from all sources	2017-08-31	$2,292
Total dividends received (eg from common stock, registered investment company shares)	2017-08-31	$95,821
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-08-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-08-31	$95,821
Was this plan covered by a fidelity bond	2017-08-31	Yes
Value of fidelity bond cover	2017-08-31	$500,000
If this is an individual account plan, was there a blackout period	2017-08-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-08-31	No
Contributions received from participants	2017-08-31	$455,924
Participant contributions at end of year	2017-08-31	$39,208
Participant contributions at beginning of year	2017-08-31	$28,787
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-08-31	No
Value of net income/loss	2017-08-31	$640,142
Value of net assets at end of year (total assets less liabilities)	2017-08-31	$3,717,941
Value of net assets at beginning of year (total assets less liabilities)	2017-08-31	$3,077,799
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-08-31	No
Were any leases to which the plan was party in default or uncollectible	2017-08-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-08-31	$3,678,733
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-08-31	$3,049,012
Interest on participant loans	2017-08-31	$2,292
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-08-31	$362,754
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-08-31	No
Was there a failure to transmit to the plan any participant contributions	2017-08-31	No
Has the plan failed to provide any benefit when due under the plan	2017-08-31	No
Contributions received in cash from employer	2017-08-31	$273,160
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-08-31	$546,428
Contract administrator fees	2017-08-31	$3,381
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-08-31	No
Did the plan have assets held for investment	2017-08-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-08-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-08-31	Disclaimer
Accountancy firm name	2017-08-31	CLARK, SCHAEFER, HACKETT & CO.
Accountancy firm EIN	2017-08-31	310800053

Form 5500 Responses for CINCINNATI SYMPHONY ORCHESTRA ADMINISTRATIVE PERSONNEL 403(B) PLAN

2022: CINCINNATI SYMPHONY ORCHESTRA ADMINISTRATIVE PERSONNEL 403(B) PLAN 2022 form 5500 responses
2022-09-01	Type of plan entity	Single employer plan
2022-09-01	Submission has been amended	No
2022-09-01	This submission is the final filing	No
2022-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-09-01	Plan is a collectively bargained plan	No
2022-09-01	Plan funding arrangement – Insurance	Yes
2022-09-01	Plan funding arrangement – Trust	Yes
2022-09-01	Plan benefit arrangement – Insurance	Yes
2022-09-01	Plan benefit arrangement - Trust	Yes
2021: CINCINNATI SYMPHONY ORCHESTRA ADMINISTRATIVE PERSONNEL 403(B) PLAN 2021 form 5500 responses
2021-09-01	Type of plan entity	Single employer plan
2021-09-01	Submission has been amended	No
2021-09-01	This submission is the final filing	No
2021-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-09-01	Plan is a collectively bargained plan	No
2021-09-01	Plan funding arrangement – Trust	Yes
2021-09-01	Plan benefit arrangement - Trust	Yes
2016: CINCINNATI SYMPHONY ORCHESTRA ADMINISTRATIVE PERSONNEL 403(B) PLAN 2016 form 5500 responses
2016-09-01	Type of plan entity	Single employer plan
2016-09-01	Submission has been amended	No
2016-09-01	This submission is the final filing	No
2016-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-09-01	Plan is a collectively bargained plan	No
2016-09-01	Plan funding arrangement – Trust	Yes
2016-09-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

664TAN

Policy instance

Insurance contract or identification number	664TAN
Number of Individuals Covered	118
Insurance policy start date	2022-09-01
Insurance policy end date	2023-08-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	CINCINNATI SYMPHONY ORCHESTRA
Employer identification number (EIN):	310537080
NAIC Classification:	711100
NAIC Description:	Performing Arts Companies

Jurisdiction of Incorporation:	Ohio Secretary of State Business Services Division
Incorporation Date:	1894-04-12
Company Identification Number:	62843
Legal Registered Office Address:	1241 ELM STREET - CINCINNATI United States of America (USA) 45202