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  2. METROPOLITAN OPERA ASSOCIATION, INC.
Sponsor portfolioTH

METROPOLITAN OPERA ASSOCIATION, INC.

EIN 13-1624087-music-Latest filing 2024
Plans
5
Retirement
3
$498.3M assets
Welfare
2
$957K premiums
Participants
3,895
30 LINCOLN CENTER - NEW YORK, NY 10023212-799-3100metoperafamily.orgLinkedIn1-10 employeesmusic
Plans on this EIN
5 filings
#007TraditionalDB-$264.8M - 1,641 part#010403b-$232.1M - 1,233 part#005403b-$1.3M - 90 part#511Mixed-$845K - 746 lives#503Fully Insured-$112K - 184 lives

Retirement portfolio analytics

3 plans aggregated / $498.3M assets / 2,964 participants

Assets by plan

Share of aggregate retirement assets

53%top
  • ASSOCIATION RETIREMENT PLAN (#007)53%
  • OPERA RETIREMENT Savings (#010)47%
  • TAX SHELTERED ANNUITY (#005)0%
Total $498.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • ASSOCIATION RETIREMENT PLAN (#007)1,641
  • OPERA RETIREMENT Savings (#010)1,233
  • TAX SHELTERED ANNUITY (#005)90
Total 2,964Click row to drill in

Benefits portfolio analytics

2 plans / $957K premiums / 930 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$548K
  • Vision$548K
  • Other$298K
  • Life$292K
  • Long-term disability$112K
Total $957K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
57%top
  • METROPOLITAN LIFE INSURANCE COMPANY57%
  • HARTFORD LIFE AND ACCIDENT42%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA1%
Total $957K3 slices

Broker market share

Schedule A broker compensation

Split broker
98%top
  • MERCER HEALTH AND BENEFITS, LLC98%
  • EDGEWOOD PARTNERS INSURANCE CENTER2%
Total $57K2 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$264.8M
Participants1,641
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$845K
Covered lives746
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$112K
Covered lives184
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
007METROPOLITAN OPERA ASSOCIATION RETIREMENT PLANTraditionalDB$264.8M1,6412024
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$845K7462024
503M.O.A. INC LONG TERM DISABILITY PLANFully InsuredHARTFORD LIFE AND ACCIDENT$112K1842024
Retirement plans
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