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Sponsor portfolioTH

NEW YORK SHAKESPEARE FESTIVAL

EIN 13-1844852-performing arts-Latest filing 2025
Plans
3
Retirement
2
$15.9M assets
Welfare
1
$2.1M premiums
Participants
688
425 LAFAYETTE STREET - NEW YORK, NY 10003212-539-8724LinkedIn1001-5000 employeesperforming arts
Plans on this EIN
3 filings
#001TraditionalDB-$8.2M - 379 part#002403b-$7.7M - 155 part#501Mixed-$2.1M - 283 lives

Retirement portfolio analytics

2 plans aggregated / $15.9M assets / 534 participants

Assets by plan

Share of aggregate retirement assets

52%top
  • FESTIVAL RETIREMENT PLAN (#001)52%
  • SHAKESPEARE FESTIVAL 403(B) (#002)48%
Total $15.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • FESTIVAL RETIREMENT PLAN (#001)379
  • SHAKESPEARE FESTIVAL 403(B) (#002)155
Total 534Click row to drill in

Benefits portfolio analytics

1 plan / $2.1M premiums / 283 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.1M
  • Prescription drug$2.1M
  • Life$6K
  • Long-term disability$6K
  • Other$6K
Total $2.1M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
100%top
  • UNITEDHEALTHCARE INSURANCE COMPANY100%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY0%
Total $2.1M2 slices

Broker market share

Schedule A broker compensation

Split broker
76%top
  • RSC INSURANCE BROKERAGE INC76%
  • ASSUREDPARTNERS23%
  • EMERSON REID LLC1%
Total $118K3 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

NEW YORK SHAKESPEARE FESTIVAL RETIREMENT PLAN

TraditionalDB

Assets$8.2M
Participants379
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

NEW YORK SHAKESPEARE FESTIVAL 403(B) PLAN

403b

Assets$7.7M
Participants155
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

NEW YORK SHAKESPEARE FESTIVAL WELFARE BENEFITS PLAN

Mixed - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$2.1M
Covered lives283
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001NEW YORK SHAKESPEARE FESTIVAL RETIREMENT PLANTraditionalDB$8.2M3792024
002NEW YORK SHAKESPEARE FESTIVAL 403(B) PLAN403b$7.7M1552025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501NEW YORK SHAKESPEARE FESTIVAL WELFARE BENEFITS PLANMixedUNITEDHEALTHCARE INSURANCE COMPANY$2.1M2832025
Retirement plans
Welfare plans
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