401k Plan data: BALTIMORE SYMPHONY ORCHESTRA INC. PENSION PLAN plan

BALTIMORE SYMPHONY ORCHESTRA INC. PENSION PLAN 401k Plan overview

Plan Name	BALTIMORE SYMPHONY ORCHESTRA INC. PENSION PLAN
Plan identification number	001

BALTIMORE SYMPHONY ORCHESTRA INC. PENSION PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
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

THE BALTIMORE SYMPHONY ORCHESTRA, INC. has sponsored the creation of one or more 401k plans.

Company Name: THE BALTIMORE SYMPHONY ORCHESTRA, INC.

Employer identification number (EIN): 520629696

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BALTIMORE SYMPHONY ORCHESTRA INC. PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-08-01
001 2021-08-01
001 2020-08-01
001 2019-08-01
001 2018-08-01
001 2017-08-01
001 2016-08-01
001 2015-08-01 SARAH BECKWITH 2017-03-21
001 2014-08-01 JOHN VERDON 2016-02-12
001 2013-08-01 JOHN VERDON 2015-03-10
001 2012-08-01 JOHN VERDON 2014-05-05
001 2011-08-01 JOHN VERDON 2013-05-03
001 2010-08-01 BETH BUCK 2012-05-07

Plan Statistics for BALTIMORE SYMPHONY ORCHESTRA INC. PENSION PLAN

401k plan membership statisitcs for BALTIMORE SYMPHONY ORCHESTRA INC. PENSION PLAN

Measure Date Value
2023: BALTIMORE SYMPHONY ORCHESTRA INC. PENSION PLAN 2023 401k membership
Market value of plan assets 2023-07-31 2,321,500
Acturial value of plan assets 2023-07-31 2,321,500
Funding target for retired participants and beneficiaries receiving payment 2023-07-31 1,350,869
Number of terminated vested participants 2023-07-31 46
Fundng target for terminated vested participants 2023-07-31 1,194,906
Active participant vested funding target 2023-07-31 100,760
Number of active participants 2023-07-31 6
Total funding liabilities for active participants 2023-07-31 100,760
Total participant count 2023-07-31 72
Total funding target for all participants 2023-07-31 2,646,535
Balance at beginning of prior year after applicable adjustments 2023-07-31 7,607
Prefunding balance at beginning of prior year after applicable adjustments 2023-07-31 16,629
Carryover balanced portion elected for use to offset prior years funding requirement 2023-07-31 0
Prefunding balanced used to offset prior years funding requirement 2023-07-31 0
Amount remaining of carryover balance 2023-07-31 7,607
Amount remaining of prefunding balance 2023-07-31 16,629
Present value of excess contributions 2023-07-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2023-07-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2023-07-31 0
Reductions in caryover balances due to elections or deemed elections 2023-07-31 0
Reductions in prefunding balances due to elections or deemed elections 2023-07-31 0
Balance of carryovers at beginning of current year 2023-07-31 6,915
Balance of prefunding at beginning of current year 2023-07-31 15,116
Total employer contributions 2023-07-31 10,980
Total employee contributions 2023-07-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2023-07-31 0
Contributions made to avoid restrictions adjusted to valuation date 2023-07-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2023-07-31 10,042
Unpaid minimum required contributions for all prior years 2023-07-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2023-07-31 0
Remaining amount of unpaid minimum required contributions 2023-07-31 0
Minimum required contributions for current year target normal cost 2023-07-31 0
Net shortfall amortization installment of oustanding balance 2023-07-31 347,066
Waiver amortization installment 2023-07-31 0
Total funding amount beforereflecting carryover/prefunding balances 2023-07-31 32,073
Carryover balance elected to use to offset funding requirement 2023-07-31 6,915
Prefunding balance elected to use to offset funding requirement 2023-07-31 15,116
Additional cash requirement 2023-07-31 10,042
Contributions allocatedtoward minimum required contributions for current year 2023-07-31 10,042
Unpaid minimum required contributions for current year 2023-07-31 0
Unpaid minimum required contributions for all years 2023-07-31 0
2022: BALTIMORE SYMPHONY ORCHESTRA INC. PENSION PLAN 2022 401k membership
Market value of plan assets 2022-07-31 2,720,300
Acturial value of plan assets 2022-07-31 2,720,300
Funding target for retired participants and beneficiaries receiving payment 2022-07-31 1,411,891
Number of terminated vested participants 2022-07-31 46
Fundng target for terminated vested participants 2022-07-31 1,099,376
Active participant vested funding target 2022-07-31 92,277
Number of active participants 2022-07-31 6
Total funding liabilities for active participants 2022-07-31 92,277
Total participant count 2022-07-31 73
Total funding target for all participants 2022-07-31 2,603,544
Balance at beginning of prior year after applicable adjustments 2022-07-31 6,275
Prefunding balance at beginning of prior year after applicable adjustments 2022-07-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2022-07-31 0
Prefunding balanced used to offset prior years funding requirement 2022-07-31 0
Amount remaining of carryover balance 2022-07-31 6,275
Amount remaining of prefunding balance 2022-07-31 0
Present value of excess contributions 2022-07-31 15,729
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-07-31 16,629
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-07-31 16,629
Reductions in caryover balances due to elections or deemed elections 2022-07-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-07-31 0
Balance of carryovers at beginning of current year 2022-07-31 7,607
Balance of prefunding at beginning of current year 2022-07-31 16,629
Total employer contributions 2022-07-31 0
Total employee contributions 2022-07-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-07-31 0
Contributions made to avoid restrictions adjusted to valuation date 2022-07-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-07-31 0
Unpaid minimum required contributions for all prior years 2022-07-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-07-31 0
Remaining amount of unpaid minimum required contributions 2022-07-31 0
Minimum required contributions for current year target normal cost 2022-07-31 0
Net shortfall amortization installment of oustanding balance 2022-07-31 0
Waiver amortization installment 2022-07-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-07-31 0
Additional cash requirement 2022-07-31 0
Contributions allocatedtoward minimum required contributions for current year 2022-07-31 0
Unpaid minimum required contributions for current year 2022-07-31 0
Unpaid minimum required contributions for all years 2022-07-31 0
2021: BALTIMORE SYMPHONY ORCHESTRA INC. PENSION PLAN 2021 401k membership
Market value of plan assets 2021-07-31 2,355,443
Acturial value of plan assets 2021-07-31 2,355,443
Funding target for retired participants and beneficiaries receiving payment 2021-07-31 924,165
Number of terminated vested participants 2021-07-31 48
Fundng target for terminated vested participants 2021-07-31 1,145,859
Active participant vested funding target 2021-07-31 432,391
Number of active participants 2021-07-31 7
Total funding liabilities for active participants 2021-07-31 432,391
Total participant count 2021-07-31 74
Total funding target for all participants 2021-07-31 2,502,415
Balance at beginning of prior year after applicable adjustments 2021-07-31 6,045
Prefunding balance at beginning of prior year after applicable adjustments 2021-07-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2021-07-31 0
Prefunding balanced used to offset prior years funding requirement 2021-07-31 0
Amount remaining of carryover balance 2021-07-31 6,045
Amount remaining of prefunding balance 2021-07-31 0
Present value of excess contributions 2021-07-31 12
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-07-31 13
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-07-31 0
Reductions in caryover balances due to elections or deemed elections 2021-07-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-07-31 0
Balance of carryovers at beginning of current year 2021-07-31 6,275
Balance of prefunding at beginning of current year 2021-07-31 0
Total employer contributions 2021-07-31 30,987
Total employee contributions 2021-07-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-07-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-07-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-07-31 30,117
Unpaid minimum required contributions for all prior years 2021-07-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-07-31 0
Remaining amount of unpaid minimum required contributions 2021-07-31 0
Minimum required contributions for current year target normal cost 2021-07-31 0
Net shortfall amortization installment of oustanding balance 2021-07-31 153,247
Waiver amortization installment 2021-07-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-07-31 14,388
Additional cash requirement 2021-07-31 14,388
Contributions allocatedtoward minimum required contributions for current year 2021-07-31 30,117
Unpaid minimum required contributions for current year 2021-07-31 0
Unpaid minimum required contributions for all years 2021-07-31 0
2020: BALTIMORE SYMPHONY ORCHESTRA INC. PENSION PLAN 2020 401k membership
Market value of plan assets 2020-07-31 2,303,917
Acturial value of plan assets 2020-07-31 2,303,917
Funding target for retired participants and beneficiaries receiving payment 2020-07-31 988,634
Number of terminated vested participants 2020-07-31 50
Fundng target for terminated vested participants 2020-07-31 1,150,303
Active participant vested funding target 2020-07-31 422,383
Number of active participants 2020-07-31 8
Total funding liabilities for active participants 2020-07-31 422,383
Total participant count 2020-07-31 76
Total funding target for all participants 2020-07-31 2,561,320
Balance at beginning of prior year after applicable adjustments 2020-07-31 5,857
Prefunding balance at beginning of prior year after applicable adjustments 2020-07-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2020-07-31 0
Prefunding balanced used to offset prior years funding requirement 2020-07-31 0
Amount remaining of carryover balance 2020-07-31 5,857
Amount remaining of prefunding balance 2020-07-31 0
Present value of excess contributions 2020-07-31 12
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-07-31 13
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-07-31 0
Reductions in caryover balances due to elections or deemed elections 2020-07-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-07-31 0
Balance of carryovers at beginning of current year 2020-07-31 6,045
Balance of prefunding at beginning of current year 2020-07-31 0
Total employer contributions 2020-07-31 65,976
Total employee contributions 2020-07-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-07-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-07-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-07-31 62,142
Unpaid minimum required contributions for all prior years 2020-07-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-07-31 0
Remaining amount of unpaid minimum required contributions 2020-07-31 0
Minimum required contributions for current year target normal cost 2020-07-31 16,000
Net shortfall amortization installment of oustanding balance 2020-07-31 263,448
Waiver amortization installment 2020-07-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-07-31 62,130
Additional cash requirement 2020-07-31 62,130
Contributions allocatedtoward minimum required contributions for current year 2020-07-31 62,142
Unpaid minimum required contributions for current year 2020-07-31 0
Unpaid minimum required contributions for all years 2020-07-31 0
2019: BALTIMORE SYMPHONY ORCHESTRA INC. PENSION PLAN 2019 401k membership
Market value of plan assets 2019-07-31 2,306,751
Acturial value of plan assets 2019-07-31 2,306,751
Funding target for retired participants and beneficiaries receiving payment 2019-07-31 1,003,335
Number of terminated vested participants 2019-07-31 51
Fundng target for terminated vested participants 2019-07-31 1,078,458
Active participant vested funding target 2019-07-31 390,387
Number of active participants 2019-07-31 8
Total funding liabilities for active participants 2019-07-31 390,387
Total participant count 2019-07-31 76
Total funding target for all participants 2019-07-31 2,472,180
Balance at beginning of prior year after applicable adjustments 2019-07-31 5,602
Prefunding balance at beginning of prior year after applicable adjustments 2019-07-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2019-07-31 0
Prefunding balanced used to offset prior years funding requirement 2019-07-31 0
Amount remaining of carryover balance 2019-07-31 5,602
Amount remaining of prefunding balance 2019-07-31 0
Present value of excess contributions 2019-07-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-07-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-07-31 0
Reductions in caryover balances due to elections or deemed elections 2019-07-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-07-31 0
Balance of carryovers at beginning of current year 2019-07-31 5,857
Balance of prefunding at beginning of current year 2019-07-31 0
Total employer contributions 2019-07-31 42,082
Total employee contributions 2019-07-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-07-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-07-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-07-31 38,274
Unpaid minimum required contributions for all prior years 2019-07-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-07-31 0
Remaining amount of unpaid minimum required contributions 2019-07-31 0
Minimum required contributions for current year target normal cost 2019-07-31 10,300
Net shortfall amortization installment of oustanding balance 2019-07-31 171,286
Waiver amortization installment 2019-07-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-07-31 38,262
Additional cash requirement 2019-07-31 38,262
Contributions allocatedtoward minimum required contributions for current year 2019-07-31 38,274
Unpaid minimum required contributions for current year 2019-07-31 0
Unpaid minimum required contributions for all years 2019-07-31 0
2018: BALTIMORE SYMPHONY ORCHESTRA INC. PENSION PLAN 2018 401k membership
Market value of plan assets 2018-07-31 2,306,190
Acturial value of plan assets 2018-07-31 2,306,190
Funding target for retired participants and beneficiaries receiving payment 2018-07-31 747,099
Number of terminated vested participants 2018-07-31 55
Fundng target for terminated vested participants 2018-07-31 1,175,159
Active participant vested funding target 2018-07-31 347,618
Number of active participants 2018-07-31 8
Total funding liabilities for active participants 2018-07-31 347,618
Total participant count 2018-07-31 76
Total funding target for all participants 2018-07-31 2,269,876
Balance at beginning of prior year after applicable adjustments 2018-07-31 5,251
Prefunding balance at beginning of prior year after applicable adjustments 2018-07-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2018-07-31 0
Prefunding balanced used to offset prior years funding requirement 2018-07-31 0
Amount remaining of carryover balance 2018-07-31 5,251
Amount remaining of prefunding balance 2018-07-31 0
Present value of excess contributions 2018-07-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-07-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-07-31 0
Reductions in caryover balances due to elections or deemed elections 2018-07-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-07-31 0
Balance of carryovers at beginning of current year 2018-07-31 5,602
Balance of prefunding at beginning of current year 2018-07-31 0
Total employer contributions 2018-07-31 0
Total employee contributions 2018-07-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-07-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-07-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-07-31 0
Unpaid minimum required contributions for all prior years 2018-07-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-07-31 0
Remaining amount of unpaid minimum required contributions 2018-07-31 0
Minimum required contributions for current year target normal cost 2018-07-31 0
Net shortfall amortization installment of oustanding balance 2018-07-31 0
Waiver amortization installment 2018-07-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-07-31 0
Additional cash requirement 2018-07-31 0
Contributions allocatedtoward minimum required contributions for current year 2018-07-31 0
Unpaid minimum required contributions for current year 2018-07-31 0
Unpaid minimum required contributions for all years 2018-07-31 0
2017: BALTIMORE SYMPHONY ORCHESTRA INC. PENSION PLAN 2017 401k membership
Market value of plan assets 2017-07-31 2,227,923
Acturial value of plan assets 2017-07-31 2,227,923
Funding target for retired participants and beneficiaries receiving payment 2017-07-31 606,783
Number of terminated vested participants 2017-07-31 59
Fundng target for terminated vested participants 2017-07-31 1,270,785
Active participant vested funding target 2017-07-31 320,118
Number of active participants 2017-07-31 8
Total funding liabilities for active participants 2017-07-31 320,118
Total participant count 2017-07-31 76
Total funding target for all participants 2017-07-31 2,197,686
Balance at beginning of prior year after applicable adjustments 2017-07-31 5,135
Prefunding balance at beginning of prior year after applicable adjustments 2017-07-31 0
Amount remaining of carryover balance 2017-07-31 5,135
Amount remaining of prefunding balance 2017-07-31 0
Present value of excess contributions 2017-07-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-07-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-07-31 0
Reductions in caryover balances due to elections or deemed elections 2017-07-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-07-31 0
Balance of carryovers at beginning of current year 2017-07-31 5,251
Balance of prefunding at beginning of current year 2017-07-31 0
Total employer contributions 2017-07-31 0
Total employee contributions 2017-07-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-07-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-07-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-07-31 0
Unpaid minimum required contributions for all prior years 2017-07-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-07-31 0
Remaining amount of unpaid minimum required contributions 2017-07-31 0
Minimum required contributions for current year target normal cost 2017-07-31 6,283
Net shortfall amortization installment of oustanding balance 2017-07-31 0
Waiver amortization installment 2017-07-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-07-31 0
Additional cash requirement 2017-07-31 0
Contributions allocatedtoward minimum required contributions for current year 2017-07-31 0
Unpaid minimum required contributions for current year 2017-07-31 0
Unpaid minimum required contributions for all years 2017-07-31 0

Measure	Date	Value
2023: BALTIMORE SYMPHONY ORCHESTRA INC. PENSION PLAN 2023 401k membership
Market value of plan assets	2023-07-31	2,321,500
Acturial value of plan assets	2023-07-31	2,321,500
Funding target for retired participants and beneficiaries receiving payment	2023-07-31	1,350,869
Number of terminated vested participants	2023-07-31	46
Fundng target for terminated vested participants	2023-07-31	1,194,906
Active participant vested funding target	2023-07-31	100,760
Number of active participants	2023-07-31	6
Total funding liabilities for active participants	2023-07-31	100,760
Total participant count	2023-07-31	72
Total funding target for all participants	2023-07-31	2,646,535
Balance at beginning of prior year after applicable adjustments	2023-07-31	7,607
Prefunding balance at beginning of prior year after applicable adjustments	2023-07-31	16,629
Carryover balanced portion elected for use to offset prior years funding requirement	2023-07-31	0
Prefunding balanced used to offset prior years funding requirement	2023-07-31	0
Amount remaining of carryover balance	2023-07-31	7,607
Amount remaining of prefunding balance	2023-07-31	16,629
Present value of excess contributions	2023-07-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2023-07-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2023-07-31	0
Reductions in caryover balances due to elections or deemed elections	2023-07-31	0
Reductions in prefunding balances due to elections or deemed elections	2023-07-31	0
Balance of carryovers at beginning of current year	2023-07-31	6,915
Balance of prefunding at beginning of current year	2023-07-31	15,116
Total employer contributions	2023-07-31	10,980
Total employee contributions	2023-07-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2023-07-31	0
Contributions made to avoid restrictions adjusted to valuation date	2023-07-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2023-07-31	10,042
Unpaid minimum required contributions for all prior years	2023-07-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2023-07-31	0
Remaining amount of unpaid minimum required contributions	2023-07-31	0
Minimum required contributions for current year target normal cost	2023-07-31	0
Net shortfall amortization installment of oustanding balance	2023-07-31	347,066
Waiver amortization installment	2023-07-31	0
Total funding amount beforereflecting carryover/prefunding balances	2023-07-31	32,073
Carryover balance elected to use to offset funding requirement	2023-07-31	6,915
Prefunding balance elected to use to offset funding requirement	2023-07-31	15,116
Additional cash requirement	2023-07-31	10,042
Contributions allocatedtoward minimum required contributions for current year	2023-07-31	10,042
Unpaid minimum required contributions for current year	2023-07-31	0
Unpaid minimum required contributions for all years	2023-07-31	0
2022: BALTIMORE SYMPHONY ORCHESTRA INC. PENSION PLAN 2022 401k membership
Market value of plan assets	2022-07-31	2,720,300
Acturial value of plan assets	2022-07-31	2,720,300
Funding target for retired participants and beneficiaries receiving payment	2022-07-31	1,411,891
Number of terminated vested participants	2022-07-31	46
Fundng target for terminated vested participants	2022-07-31	1,099,376
Active participant vested funding target	2022-07-31	92,277
Number of active participants	2022-07-31	6
Total funding liabilities for active participants	2022-07-31	92,277
Total participant count	2022-07-31	73
Total funding target for all participants	2022-07-31	2,603,544
Balance at beginning of prior year after applicable adjustments	2022-07-31	6,275
Prefunding balance at beginning of prior year after applicable adjustments	2022-07-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2022-07-31	0
Prefunding balanced used to offset prior years funding requirement	2022-07-31	0
Amount remaining of carryover balance	2022-07-31	6,275
Amount remaining of prefunding balance	2022-07-31	0
Present value of excess contributions	2022-07-31	15,729
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-07-31	16,629
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-07-31	16,629
Reductions in caryover balances due to elections or deemed elections	2022-07-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-07-31	0
Balance of carryovers at beginning of current year	2022-07-31	7,607
Balance of prefunding at beginning of current year	2022-07-31	16,629
Total employer contributions	2022-07-31	0
Total employee contributions	2022-07-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-07-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-07-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-07-31	0
Unpaid minimum required contributions for all prior years	2022-07-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-07-31	0
Remaining amount of unpaid minimum required contributions	2022-07-31	0
Minimum required contributions for current year target normal cost	2022-07-31	0
Net shortfall amortization installment of oustanding balance	2022-07-31	0
Waiver amortization installment	2022-07-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-07-31	0
Additional cash requirement	2022-07-31	0
Contributions allocatedtoward minimum required contributions for current year	2022-07-31	0
Unpaid minimum required contributions for current year	2022-07-31	0
Unpaid minimum required contributions for all years	2022-07-31	0
2021: BALTIMORE SYMPHONY ORCHESTRA INC. PENSION PLAN 2021 401k membership
Market value of plan assets	2021-07-31	2,355,443
Acturial value of plan assets	2021-07-31	2,355,443
Funding target for retired participants and beneficiaries receiving payment	2021-07-31	924,165
Number of terminated vested participants	2021-07-31	48
Fundng target for terminated vested participants	2021-07-31	1,145,859
Active participant vested funding target	2021-07-31	432,391
Number of active participants	2021-07-31	7
Total funding liabilities for active participants	2021-07-31	432,391
Total participant count	2021-07-31	74
Total funding target for all participants	2021-07-31	2,502,415
Balance at beginning of prior year after applicable adjustments	2021-07-31	6,045
Prefunding balance at beginning of prior year after applicable adjustments	2021-07-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2021-07-31	0
Prefunding balanced used to offset prior years funding requirement	2021-07-31	0
Amount remaining of carryover balance	2021-07-31	6,045
Amount remaining of prefunding balance	2021-07-31	0
Present value of excess contributions	2021-07-31	12
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-07-31	13
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-07-31	0
Reductions in caryover balances due to elections or deemed elections	2021-07-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-07-31	0
Balance of carryovers at beginning of current year	2021-07-31	6,275
Balance of prefunding at beginning of current year	2021-07-31	0
Total employer contributions	2021-07-31	30,987
Total employee contributions	2021-07-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-07-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-07-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-07-31	30,117
Unpaid minimum required contributions for all prior years	2021-07-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-07-31	0
Remaining amount of unpaid minimum required contributions	2021-07-31	0
Minimum required contributions for current year target normal cost	2021-07-31	0
Net shortfall amortization installment of oustanding balance	2021-07-31	153,247
Waiver amortization installment	2021-07-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-07-31	14,388
Additional cash requirement	2021-07-31	14,388
Contributions allocatedtoward minimum required contributions for current year	2021-07-31	30,117
Unpaid minimum required contributions for current year	2021-07-31	0
Unpaid minimum required contributions for all years	2021-07-31	0
2020: BALTIMORE SYMPHONY ORCHESTRA INC. PENSION PLAN 2020 401k membership
Market value of plan assets	2020-07-31	2,303,917
Acturial value of plan assets	2020-07-31	2,303,917
Funding target for retired participants and beneficiaries receiving payment	2020-07-31	988,634
Number of terminated vested participants	2020-07-31	50
Fundng target for terminated vested participants	2020-07-31	1,150,303
Active participant vested funding target	2020-07-31	422,383
Number of active participants	2020-07-31	8
Total funding liabilities for active participants	2020-07-31	422,383
Total participant count	2020-07-31	76
Total funding target for all participants	2020-07-31	2,561,320
Balance at beginning of prior year after applicable adjustments	2020-07-31	5,857
Prefunding balance at beginning of prior year after applicable adjustments	2020-07-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2020-07-31	0
Prefunding balanced used to offset prior years funding requirement	2020-07-31	0
Amount remaining of carryover balance	2020-07-31	5,857
Amount remaining of prefunding balance	2020-07-31	0
Present value of excess contributions	2020-07-31	12
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-07-31	13
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-07-31	0
Reductions in caryover balances due to elections or deemed elections	2020-07-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-07-31	0
Balance of carryovers at beginning of current year	2020-07-31	6,045
Balance of prefunding at beginning of current year	2020-07-31	0
Total employer contributions	2020-07-31	65,976
Total employee contributions	2020-07-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-07-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-07-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-07-31	62,142
Unpaid minimum required contributions for all prior years	2020-07-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-07-31	0
Remaining amount of unpaid minimum required contributions	2020-07-31	0
Minimum required contributions for current year target normal cost	2020-07-31	16,000
Net shortfall amortization installment of oustanding balance	2020-07-31	263,448
Waiver amortization installment	2020-07-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-07-31	62,130
Additional cash requirement	2020-07-31	62,130
Contributions allocatedtoward minimum required contributions for current year	2020-07-31	62,142
Unpaid minimum required contributions for current year	2020-07-31	0
Unpaid minimum required contributions for all years	2020-07-31	0
2019: BALTIMORE SYMPHONY ORCHESTRA INC. PENSION PLAN 2019 401k membership
Market value of plan assets	2019-07-31	2,306,751
Acturial value of plan assets	2019-07-31	2,306,751
Funding target for retired participants and beneficiaries receiving payment	2019-07-31	1,003,335
Number of terminated vested participants	2019-07-31	51
Fundng target for terminated vested participants	2019-07-31	1,078,458
Active participant vested funding target	2019-07-31	390,387
Number of active participants	2019-07-31	8
Total funding liabilities for active participants	2019-07-31	390,387
Total participant count	2019-07-31	76
Total funding target for all participants	2019-07-31	2,472,180
Balance at beginning of prior year after applicable adjustments	2019-07-31	5,602
Prefunding balance at beginning of prior year after applicable adjustments	2019-07-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2019-07-31	0
Prefunding balanced used to offset prior years funding requirement	2019-07-31	0
Amount remaining of carryover balance	2019-07-31	5,602
Amount remaining of prefunding balance	2019-07-31	0
Present value of excess contributions	2019-07-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-07-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-07-31	0
Reductions in caryover balances due to elections or deemed elections	2019-07-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-07-31	0
Balance of carryovers at beginning of current year	2019-07-31	5,857
Balance of prefunding at beginning of current year	2019-07-31	0
Total employer contributions	2019-07-31	42,082
Total employee contributions	2019-07-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-07-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-07-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-07-31	38,274
Unpaid minimum required contributions for all prior years	2019-07-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-07-31	0
Remaining amount of unpaid minimum required contributions	2019-07-31	0
Minimum required contributions for current year target normal cost	2019-07-31	10,300
Net shortfall amortization installment of oustanding balance	2019-07-31	171,286
Waiver amortization installment	2019-07-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-07-31	38,262
Additional cash requirement	2019-07-31	38,262
Contributions allocatedtoward minimum required contributions for current year	2019-07-31	38,274
Unpaid minimum required contributions for current year	2019-07-31	0
Unpaid minimum required contributions for all years	2019-07-31	0
2018: BALTIMORE SYMPHONY ORCHESTRA INC. PENSION PLAN 2018 401k membership
Market value of plan assets	2018-07-31	2,306,190
Acturial value of plan assets	2018-07-31	2,306,190
Funding target for retired participants and beneficiaries receiving payment	2018-07-31	747,099
Number of terminated vested participants	2018-07-31	55
Fundng target for terminated vested participants	2018-07-31	1,175,159
Active participant vested funding target	2018-07-31	347,618
Number of active participants	2018-07-31	8
Total funding liabilities for active participants	2018-07-31	347,618
Total participant count	2018-07-31	76
Total funding target for all participants	2018-07-31	2,269,876
Balance at beginning of prior year after applicable adjustments	2018-07-31	5,251
Prefunding balance at beginning of prior year after applicable adjustments	2018-07-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2018-07-31	0
Prefunding balanced used to offset prior years funding requirement	2018-07-31	0
Amount remaining of carryover balance	2018-07-31	5,251
Amount remaining of prefunding balance	2018-07-31	0
Present value of excess contributions	2018-07-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-07-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-07-31	0
Reductions in caryover balances due to elections or deemed elections	2018-07-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-07-31	0
Balance of carryovers at beginning of current year	2018-07-31	5,602
Balance of prefunding at beginning of current year	2018-07-31	0
Total employer contributions	2018-07-31	0
Total employee contributions	2018-07-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-07-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-07-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-07-31	0
Unpaid minimum required contributions for all prior years	2018-07-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-07-31	0
Remaining amount of unpaid minimum required contributions	2018-07-31	0
Minimum required contributions for current year target normal cost	2018-07-31	0
Net shortfall amortization installment of oustanding balance	2018-07-31	0
Waiver amortization installment	2018-07-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-07-31	0
Additional cash requirement	2018-07-31	0
Contributions allocatedtoward minimum required contributions for current year	2018-07-31	0
Unpaid minimum required contributions for current year	2018-07-31	0
Unpaid minimum required contributions for all years	2018-07-31	0
2017: BALTIMORE SYMPHONY ORCHESTRA INC. PENSION PLAN 2017 401k membership
Market value of plan assets	2017-07-31	2,227,923
Acturial value of plan assets	2017-07-31	2,227,923
Funding target for retired participants and beneficiaries receiving payment	2017-07-31	606,783
Number of terminated vested participants	2017-07-31	59
Fundng target for terminated vested participants	2017-07-31	1,270,785
Active participant vested funding target	2017-07-31	320,118
Number of active participants	2017-07-31	8
Total funding liabilities for active participants	2017-07-31	320,118
Total participant count	2017-07-31	76
Total funding target for all participants	2017-07-31	2,197,686
Balance at beginning of prior year after applicable adjustments	2017-07-31	5,135
Prefunding balance at beginning of prior year after applicable adjustments	2017-07-31	0
Amount remaining of carryover balance	2017-07-31	5,135
Amount remaining of prefunding balance	2017-07-31	0
Present value of excess contributions	2017-07-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-07-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-07-31	0
Reductions in caryover balances due to elections or deemed elections	2017-07-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-07-31	0
Balance of carryovers at beginning of current year	2017-07-31	5,251
Balance of prefunding at beginning of current year	2017-07-31	0
Total employer contributions	2017-07-31	0
Total employee contributions	2017-07-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-07-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-07-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-07-31	0
Unpaid minimum required contributions for all prior years	2017-07-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-07-31	0
Remaining amount of unpaid minimum required contributions	2017-07-31	0
Minimum required contributions for current year target normal cost	2017-07-31	6,283
Net shortfall amortization installment of oustanding balance	2017-07-31	0
Waiver amortization installment	2017-07-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-07-31	0
Additional cash requirement	2017-07-31	0
Contributions allocatedtoward minimum required contributions for current year	2017-07-31	0
Unpaid minimum required contributions for current year	2017-07-31	0
Unpaid minimum required contributions for all years	2017-07-31	0

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Company Name:	THE BALTIMORE SYMPHONY ORCHESTRA, INC.
Employer identification number (EIN):	520629696
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-08-01
001	2021-08-01
001	2020-08-01
001	2019-08-01
001	2018-08-01
001	2017-08-01
001	2016-08-01
001	2015-08-01	SARAH BECKWITH	2017-03-21
001	2014-08-01	JOHN VERDON	2016-02-12
001	2013-08-01	JOHN VERDON	2015-03-10
001	2012-08-01	JOHN VERDON	2014-05-05
001	2011-08-01	JOHN VERDON	2013-05-03
001	2010-08-01	BETH BUCK	2012-05-07