Sponsor portfolioTH

INDIANA SYMPHONY SOCIETY, INC.

EIN 35-0998627Arts, Entertainment, and RecreationLatest filing 2025

Plans

Retirement

$43.9M assets

Welfare

$1.1M premiums

Participants

458

32 E. WASHINGTON STREET SUITE 600 - INDIANAPOLIS, IN 46204317-262-1100

Plans on this EIN

3 filings

#001TraditionalDB-$28.3M - 125 part #003403b-$15.6M - 199 part #512Fully Insured-$1.1M - 195 lives

Retirement portfolio analytics

2 plans aggregated / $43.9M assets / 324 participants

Assets by plan

Share of aggregate retirement assets

64%top

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched

64%top

(Not disclosed)64%
NORTH AMERICAN KTRADE ALLIANCE, LLC36%

Participants by plan

Active + retired + deferred vested

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

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor

91%top

IU HEALTH PLAN91%
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA9%

Broker market share

Schedule A broker compensation

Split broker

84%top

ENROLLEASE84%
ALTERITY BROKER SOLUTIONS16%

Plan deep-dives

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

Retirement#001

INDIANAPOLIS SYMPHONY ORCHESTRA PENSION PLAN

TraditionalDB

Assets$28.3M

Participants125

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Retirement#003

INDIANAPOLIS SYMPHONY ORCHESTRA 403(B) PLAN

403b

Assets$15.6M

Participants199

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Welfare#512