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Sponsor portfolioTH

CURTIS INSTITUTE OF MUSIC

EIN 23-1585611-music-Latest filing 2025
Plans
3
Retirement
2
$27.2M assets
Welfare
1
$36K premiums
Participants
323
1726 LOCUST STREET - PHILADELPHIA, PA 19103215-717-3100curtis.eduLinkedIn51-200 employeesmusic
Plans on this EIN
3 filings
#002MoneyPurchase-$13.7M - 130 part#003401k-$13.5M - 160 part#501Fully Insured-$36K - 33 lives

Retirement portfolio analytics

2 plans aggregated / $27.2M assets / 290 participants

Assets by plan

Share of aggregate retirement assets

50%top
  • FOR FACULTY MEMBERS (#002)50%
  • MUSIC RETIREMENT PLAN (#003)50%
Total $27.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • MUSIC RETIREMENT PLAN (#003)160
  • FOR FACULTY MEMBERS (#002)130
Total 290Click row to drill in

Benefits portfolio analytics

1 plan / $36K premiums / 33 covered lives

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNITED CONCORDIA INSURANCE COMPANY100%
Total $36K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $4K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

THE CURTIS INSTITUTE OF MUSIC PENSION PLAN FOR FACULTY MEMBERS

MoneyPurchase

Assets$13.7M
Participants130
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

THE CURTIS INSTITUTE OF MUSIC RETIREMENT PLAN

401k

Assets$13.5M
Participants160
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CURTIS INSTITUTE OF MUSIC HEALTH & WELFARE BENEFIT PLAN

Fully Insured - UNITED CONCORDIA INSURANCE COMPANY

Premiums$36K
Covered lives33
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002THE CURTIS INSTITUTE OF MUSIC PENSION PLAN FOR FACULTY MEMBERSMoneyPurchase$13.7M1302024
003THE CURTIS INSTITUTE OF MUSIC RETIREMENT PLAN401k$13.5M1602024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CURTIS INSTITUTE OF MUSIC HEALTH & WELFARE BENEFIT PLANFully InsuredUNITED CONCORDIA INSURANCE COMPANY$36K332025
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