Assets by plan
Share of aggregate retirement assets
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
2 plans aggregated / $31.6M assets / 293 participants
Share of aggregate retirement assets
Active + retired + deferred vested
1 plan / $36K premiums / 33 covered lives
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
Money purchase
Fully insured - UNITED CONCORDIA INSURANCE COMPANY
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | THE CURTIS INSTITUTE OF MUSIC RETIREMENT PLAN | 401(k) | $16.2M | 158 | 2025 |
| #002 | THE CURTIS INSTITUTE OF MUSIC PENSION PLAN FOR FACULTY MEMBERS | Money purchase | $15.5M | 135 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | CURTIS INSTITUTE OF MUSIC HEALTH & WELFARE BENEFIT PLAN | Fully insured | UNITED CONCORDIA INSURANCE COMPANY | $36K | 33 | 2025 |