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Sponsor portfolio

CINCINNATI SYMPHONY ORCHESTRA

EIN 31-0537080-Arts, Entertainment, and Recreation-Latest filing 2025
Plans
2
Retirement
1
$22.7M assets
Welfare
1
$2.8M premiums
Participants
1,058
1241 ELM STREET - CINCINNATI, OH 45202513-744-3223
Plans on this EIN
2 filings
#006401k-$22.7M - 796 part#504Fully Insured-$2.8M - 443 lives

Benefits portfolio analytics

1 plan / $2.8M premiums / 443 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.5M
  • Vision$2.5M
  • Other$141K
  • Dental$140K
  • Life$131K
  • Long-term disability$131K
Total $2.8M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • AETNA LIFE INSURANCE COMPANY90%
  • DELTA DENTAL OF CALIFORNIA5%
  • HARTFORD LIFE AND ACCIDENT5%
  • BETHESDA HEALTHCARE INC. DBA TRIHEALTH EAP0%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Total $2.8M5 slices

Broker market share

Schedule A broker compensation

Split broker
88%top
  • HUB INTERNATIONAL MIDWEST LIMITED88%
  • WATCHTOWER BENEFITS, LLC6%
  • HORAN ASSOCIATES INC.5%
  • EMORY P ZIMMER INSURANCE AGENCY INC1%
Total $28K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#006

CINCINNATI SYMPHONY ORCHESTRA 401(K) PLAN

401k

Assets$22.7M
Participants796
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

CINCINNATI SYMPHONY ORCHESTRA EMPLOYEE BENEFITS PLAN

Fully Insured - AETNA LIFE INSURANCE CO.

Premiums$2.8M
Covered lives443
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
006CINCINNATI SYMPHONY ORCHESTRA 401(K) PLAN401k$22.7M7962025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
504CINCINNATI SYMPHONY ORCHESTRA EMPLOYEE BENEFITS PLANFully InsuredAETNA LIFE INSURANCE CO.$2.8M4432025
Retirement plans
Welfare plans
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