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  2. Indiana Symphony Society, Inc.
  • Retirement analytics
  • Benefits analytics
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  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

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Indiana Symphony Society, Inc.

EIN 35-0998627-Arts, Entertainment, and Recreation-Latest filing 2025
Plans
3
Retirement
2
$43.9M assets
Health & Benefits
1
$1.1M premiums
Participants
458
32 E. WASHINGTON STREET SUITE 600 - INDIANAPOLIS, IN 462042919317-262-1100
Plans on this EIN
3 filings
#001Traditional DB-$28.3M - 125 part#003403(b)-$15.6M - 199 part#512Fully insured-$1.1M - 195 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $43.9M assets / 324 participants

Assets by plan

Share of aggregate retirement assets

  • SYMPHONY ORCHESTRA PENSION (#001)$28.3M
  • SYMPHONY ORCHESTRA 403(B) (#003)$15.6M
Total $43.9MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • (Not disclosed)$28.3M
  • NORTH AMERICAN KTRADE ALLIANCE, LLC$15.6M
Total $43.9MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • SYMPHONY ORCHESTRA 403(B) (#003)199
  • SYMPHONY ORCHESTRA PENSION (#001)125
Total 324Select a row to open it

Benefits portfolio analytics

1 plan / $1.1M premiums / 195 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$965K
  • Dental$95K
  • Vision$95K
  • Life$95K
  • Long-term disability$95K
  • Other$95K
Total $1.1M6 rows
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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#001

INDIANAPOLIS SYMPHONY ORCHESTRA PENSION PLAN

Traditional DB

Assets$28.3M
Participants125
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003

INDIANAPOLIS SYMPHONY ORCHESTRA 403(B) PLAN

403(b)

Assets$15.6M
Participants199
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#512

INDIANA SYMPHONY SOCIETY, INC. WELFARE BENEFIT PLAN

Fully insured - IU HEALTH PLANS

Premiums$1.1M
Covered lives195
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001INDIANAPOLIS SYMPHONY ORCHESTRA PENSION PLANTraditional DB$28.3M1252025
#003INDIANAPOLIS SYMPHONY ORCHESTRA 403(B) PLAN403(b)$15.6M1992025
  • INDIANAPOLIS SYMPHONY ORCHESTRA PENSION PLAN$28.3M
    #001 · Traditional DB · 2025125
  • INDIANAPOLIS SYMPHONY ORCHESTRA 403(B) PLAN$15.6M
    #003 · 403(b) · 2025199

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#512INDIANA SYMPHONY SOCIETY, INC. WELFARE BENEFIT PLANFully insuredIU HEALTH PLANS$1.1M1952025
  • INDIANA SYMPHONY SOCIETY, INC. WELFARE BENEFIT PLAN$1.1M
    #512 · Fully insured · IU HEALTH PLANS · 2025195
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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