PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. BOSTON SYMPHONY ORCHESTRA, INC.
Sponsor portfolioTH

BOSTON SYMPHONY ORCHESTRA, INC.

EIN 04-2103550-performing arts-Latest filing 2025
Plans
4
Retirement
3
$156.2M assets
Welfare
1
$5.3M premiums
Participants
1,208
301 MASSACHUSETTS AVE - BOSTON, MA 021154557617-638-9211bso.orgLinkedIn201-500 employeesperforming arts
Plans on this EIN
4 filings
#001TraditionalDB-$80.1M - 192 part#002TraditionalDB-$39.2M - 307 part#003403b-$36.9M - 450 part#501Mixed-$5.3M - 333 lives

Retirement portfolio analytics

3 plans aggregated / $156.2M assets / 949 participants

Assets by plan

Share of aggregate retirement assets

51%top
  • ORCHESTRA PENSION INSTITUTION (#001)51%
  • SYMPHONY ORCHESTRA, INC. (#002)25%
  • SYMPHONY ORCHESTRA, INC. (#003)24%
Total $156.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SYMPHONY ORCHESTRA, INC. (#003)450
  • SYMPHONY ORCHESTRA, INC. (#002)307
  • ORCHESTRA PENSION INSTITUTION (#001)192
Total 949Click row to drill in

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
Total $5.3M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
97%top
  • BLUE CROSS OF CALIFORNIA97%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA3%
  • VISION SERVICE PLAN0%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Total $5.3M4 slices

Broker market share

Schedule A broker compensation

Split broker
55%top
  • BROWN & BROWN INSURANCE SERVICES55%
  • GALLAGHER BENEFIT SERVICES, INC.45%
  • HUB INTERNATIONAL MIDWEST LIMITED0%
  • IMG0%
Total $116K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

BOSTON SYMPHONY ORCHESTRA PENSION INSTITUTION

TraditionalDB

Assets$80.1M
Participants192
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

RETIREMENT PLAN FOR THE STAFF EMPLOYEES OF THE BOSTON SYMPHONY ORCHESTRA, INC.

TraditionalDB

Assets$39.2M
Participants307
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

TAX SHELTERED ANNUITY PLAN FOR THE STAFF EMPLOYEES OF THE BOSTON SYMPHONY ORCHESTRA, INC.

403b

Assets$36.9M
Participants450
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BOSTON SYMPHONY ORCHESTRA, INC. GROUP INSURANCE PLAN

Mixed - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.

Premiums$5.3M
Covered lives333
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
001BOSTON SYMPHONY ORCHESTRA PENSION INSTITUTIONTraditionalDB$80.1M1922025
002RETIREMENT PLAN FOR THE STAFF EMPLOYEES OF THE BOSTON SYMPHONY ORCHESTRA, INC.TraditionalDB$39.2M3072025
003TAX SHELTERED ANNUITY PLAN FOR THE STAFF EMPLOYEES OF THE BOSTON SYMPHONY ORCHESTRA, INC.403b$36.9M4502024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BOSTON SYMPHONY ORCHESTRA, INC. GROUP INSURANCE PLANMixedBLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.$5.3M3332025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica