Assets by plan
Share of aggregate retirement assets
Filings through .
Top hat
Boston Symphony Orchestra, Inc.
EIN 04-2103550performing artsLatest filing 2025
Plans
4
Retirement
3
$157.8M assets
Health & Benefits
1
$5.3M premiums
Participants
1,208
301 MASSACHUSETTS AVE - BOSTON, MA 021154557617-638-9211bso.orgLinkedIn201-500 employeesperforming arts
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
3 plans aggregated / $157.8M assets / 949 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $5.3M premiums / 333 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$5.2M
- Prescription drug$5.2M
- Other$164K
- Life$152K
- Long-term disability$152K
- Vision$14K
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
BOSTON SYMPHONY ORCHESTRA PENSION INSTITUTION
Traditional DB
Assets$80.1M
Participants192
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
RETIREMENT PLAN FOR THE STAFF EMPLOYEES OF THE BOSTON SYMPHONY ORCHESTRA, INC.
Traditional DB
Assets$39.2M
Participants307
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
TAX SHELTERED ANNUITY PLAN FOR THE STAFF EMPLOYEES OF THE BOSTON SYMPHONY ORCHESTRA, INC.
403(b)
Assets$38.4M
Participants450
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
BOSTON SYMPHONY ORCHESTRA, INC. GROUP INSURANCE PLAN
Mixed - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.
Premiums$5.3M
Covered lives333
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | BOSTON SYMPHONY ORCHESTRA PENSION INSTITUTION | Traditional DB | $80.1M | 192 | 2025 |
| #002 | RETIREMENT PLAN FOR THE STAFF EMPLOYEES OF THE BOSTON SYMPHONY ORCHESTRA, INC. | Traditional DB | $39.2M | 307 | 2025 |
| #003 | TAX SHELTERED ANNUITY PLAN FOR THE STAFF EMPLOYEES OF THE BOSTON SYMPHONY ORCHESTRA, INC. | 403(b) | $38.4M | 450 | 2025 |
- #001 · Traditional DB · 2025192
- #002 · Traditional DB · 2025307
- #003 · 403(b) · 2025450
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | BOSTON SYMPHONY ORCHESTRA, INC. GROUP INSURANCE PLAN | Mixed | BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. | $5.3M | 333 | 2025 |
- #501 · Mixed · BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. · 2025333
Retirement plans
Health & Benefits plans