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  2. METROPOLITAN OPERA ASSOCIATION, INC
Sponsor portfolioTH

METROPOLITAN OPERA ASSOCIATION, INC

EIN 13-1624087-music-Latest filing 2025
Plans
5
Retirement
3
$511.6M assets
Welfare
2
$990K premiums
Participants
4,349
30 LINCOLN CENTER, ROOM 423 FINANCE - NEW YORK, NY 100236980212-799-3100metoperafamily.orgLinkedIn1-10 employeesmusic
Plans on this EIN
5 filings
#007TraditionalDB-$278.2M - 1,664 part#010403b-$232.1M - 1,233 part#005403b-$1.3M - 90 part#511Mixed-$871K - 806 lives#503Fully Insured-$119K - 211 lives

Retirement portfolio analytics

3 plans aggregated / $511.6M assets / 2,987 participants

Assets by plan

Share of aggregate retirement assets

54%top
  • ASSOCIATION RETIREMENT PLAN (#007)54%
  • OPERA RETIREMENT Savings (#010)45%
  • TAX SHELTERED ANNUITY (#005)0%
Total $511.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • ASSOCIATION RETIREMENT PLAN (#007)1,664
  • OPERA RETIREMENT Savings (#010)1,233
  • TAX SHELTERED ANNUITY (#005)90
Total 2,987Click row to drill in

Benefits portfolio analytics

2 plans / $990K premiums / 1,017 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$541K
  • Vision$541K
  • Other$330K
  • Life$305K
  • Long-term disability$119K
Total $990K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
55%top
  • METROPOLITAN LIFE INSURANCE COMPANY55%
  • HARTFORD LIFE AND ACCIDENT43%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA3%
Total $990K3 slices

Broker market share

Schedule A broker compensation

Split broker
87%top
  • MERCER HEALTH AND BENEFITS, LLC87%
  • REUBEN WARNER ASSOCIATES, INC.8%
  • EPIC6%
Total $66K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#007

METROPOLITAN OPERA ASSOCIATION RETIREMENT PLAN

TraditionalDB

Assets$278.2M
Participants1,664
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#010

THE METROPOLITAN OPERA RETIREMENT SAVINGS PLAN

403b

Assets$232.1M
Participants1,233
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005

MOA/USA EMPLOYEES TAX SHELTERED ANNUITY

403b

Assets$1.3M
Participants90
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#511

METROPOLITAN OPERA ASSOCIATION, INC. HEALTH AND WELFARE PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$871K
Covered lives806
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

M.O.A. INC LONG TERM DISABILITY PLAN

Fully Insured - HARTFORD LIFE AND ACCIDENT

Premiums$119K
Covered lives211
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
007METROPOLITAN OPERA ASSOCIATION RETIREMENT PLANTraditionalDB$278.2M1,6642025
010THE METROPOLITAN OPERA RETIREMENT SAVINGS PLAN403b$232.1M1,2332024
005MOA/USA EMPLOYEES TAX SHELTERED ANNUITY403b$1.3M902024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
511METROPOLITAN OPERA ASSOCIATION, INC. HEALTH AND WELFARE PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$871K8062025
503M.O.A. INC LONG TERM DISABILITY PLANFully InsuredHARTFORD LIFE AND ACCIDENT$119K2112025
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