Assets by plan
Share of aggregate retirement assets
- OF NY, INC. (#001)$18.3M
Filings through .
Top hat
Philharmonic Symphony Society of New York
EIN 13-1664054performing artsLatest filing 2025
Plans
5
Retirement
3
$169.9M assets
Health & Benefits
2
$174K premiums
Participants
934
Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
Retirement portfolio analytics
3 plans aggregated / $169.9M assets / 732 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- THE VANGUARD GROUP, INC.$86.4M
- (Not disclosed)$83.5M
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $174K premiums / 408 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$33K
- Long-term disability$33K
- Other$33K
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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#003
NEW YORK PHILHARMONIC 403(B) RETIREMENT PLAN
403(b)
Assets$86.4M
Participants422
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
THE NEW YORK PHILHARMONIC ORCHESTRA PENSION PLAN
Traditional DB
Assets$65.2M
Participants186
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
PENSION PLAN FOR THE OFFICE EMPLOYEES OF THE NEW YORK PHILHARMONIC SYMPHONY SOCIETY OF NY, INC.
Traditional DB
Assets$18.3M
Participants124
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#505
THE PHILHARMONIC-SYMPHONY SOCIETY OF NEW YORK, INC. LIFE AND DISABILITY PLAN
Fully insured - HARTFORD LIFE AND ACCIDENT
Premiums$141K
Covered lives206
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#503
THE PHILHARMONIC-SYMPHONY SOCIETY OF NEW YORK, INC. HEALTH AND WELFARE PLAN
Mixed - HARTFORD LIFE & ACCIDENT INSURANCE COMPANY
Premiums$33K
Covered lives202
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | NEW YORK PHILHARMONIC 403(B) RETIREMENT PLAN | 403(b) | $86.4M | 422 | 2025 |
| #002 | THE NEW YORK PHILHARMONIC ORCHESTRA PENSION PLAN | Traditional DB | $65.2M | 186 | 2025 |
| #001 | PENSION PLAN FOR THE OFFICE EMPLOYEES OF THE NEW YORK PHILHARMONIC SYMPHONY SOCIETY OF NY, INC. | Traditional DB | $18.3M | 124 | 2025 |
- #003 · 403(b) · 2025422
- #002 · Traditional DB · 2025186
- PENSION PLAN FOR THE OFFICE EMPLOYEES OF THE NEW YORK PHILHARMONIC SYMPHONY SOCIETY OF NY, INC.$18.3M#001 · Traditional DB · 2025124
Health & Benefits plans
2 plans on this EIN
| 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 |
- #505 · Fully insured · HARTFORD LIFE AND ACCIDENT · 2024206
- #503 · Mixed · HARTFORD LIFE & ACCIDENT INSURANCE COMPANY · 2025202
Retirement plans
Health & Benefits plans