Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
THE PHILHARMONIC-SYMPHONY SOCIETY OF NEW YORK, INC.
EIN 13-1664054performing artsLatest filing 2025
Plans
5
Retirement
3
$158.8M assets
Welfare
2
$174K premiums
Participants
840
Retirement portfolio analytics
3 plans aggregated / $158.8M assets / 638 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
53%top
- (Not disclosed)53%
- THE VANGUARD GROUP, INC.47%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $174K premiums / 408 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$33K
- Long-term disability$33K
- Other$33K
Carrier market share
Premium dollars by Schedule A carrier
100%top
- HARTFORD LIFE AND ACCIDENT100%
Broker market share
Schedule A broker compensation
53%top
- USI INSURANCE SERVICES LLC53%
- ROGERS BENEFIT GROUP INC47%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
NEW YORK PHILHARMONIC 403(B) RETIREMENT PLAN
403b
Assets$75.3M
Participants328
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
THE NEW YORK PHILHARMONIC ORCHESTRA PENSION PLAN
TraditionalDB
Assets$65.2M
Participants186
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
PENSION PLAN FOR THE OFFICE EMPLOYEES OF THE NEW YORK PHILHARMONIC SYMPHONY SOCIETY OF NY, INC.
TraditionalDB
Assets$18.3M
Participants124
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505
THE PHILHARMONIC-SYMPHONY SOCIETY OF NEW YORK, INC. LIFE AND DISABILITY PLAN
Fully Insured - HARTFORD LIFE AND ACCIDENT
Premiums$141K
Covered lives206
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
THE PHILHARMONIC-SYMPHONY SOCIETY OF NEW YORK, INC. HEALTH AND WELFARE PLAN
Mixed - HARTFORD LIFE & ACCIDENT INSURANCE COMPANY
Premiums$33K
Covered lives202
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | NEW YORK PHILHARMONIC 403(B) RETIREMENT PLAN | 403b | $75.3M | 328 | 2024 | |
| 002 | THE NEW YORK PHILHARMONIC ORCHESTRA PENSION PLAN | TraditionalDB | $65.2M | 186 | 2025 | |
| 001 | PENSION PLAN FOR THE OFFICE EMPLOYEES OF THE NEW YORK PHILHARMONIC SYMPHONY SOCIETY OF NY, INC. | TraditionalDB | $18.3M | 124 | 2025 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 505 | THE PHILHARMONIC-SYMPHONY SOCIETY OF NEW YORK, INC. LIFE AND DISABILITY PLAN | Fully Insured | HARTFORD LIFE AND ACCIDENT | $141K | 206 | 2024 | |
| 503 | THE PHILHARMONIC-SYMPHONY SOCIETY OF NEW YORK, INC. HEALTH AND WELFARE PLAN | Mixed | HARTFORD LIFE & ACCIDENT INSURANCE COMPANY | $33K | 202 | 2025 |
Retirement plans
Welfare plans