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  2. The Orchestral Association
  • Retirement analytics
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Filings through Oct 24, 2026.

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The Orchestral Association

EIN 36-2167823-performing arts-Latest filing 2025
Plans
4
Retirement
3
$59.8M assets
Health & Benefits
1
$5.0M premiums
Participants
663
220 S. MICHIGAN AVENUE - CHICAGO, IL 606042559312-294-3301cso.orgLinkedIn201-500 employeesperforming arts
Plans on this EIN
4 filings
#004403(b)-$34.2M - 200 part#002Cash balance-$15.4M - 187 part#003Profit-sharing-$10.2M - 92 part#501Mixed-$5.0M - 366 lives

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

Retirement portfolio analytics

3 plans aggregated / $59.8M assets / 479 participants

Assets by plan

Share of aggregate retirement assets

  • FOR ADMINISTRATIVE EMPLOYEES (#004)$34.2M
  • FOR ADMINISTRATIVE EMPLOYEES (#002)$15.4M
  • DEFINED CONT. PLAN (#003)$10.2M
Total $59.8MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • NEWPORT GROUP, INC.$34.2M
  • (Not disclosed)$25.6M
Total $59.8MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • FOR ADMINISTRATIVE EMPLOYEES (#004)200
  • FOR ADMINISTRATIVE EMPLOYEES (#002)187
  • DEFINED CONT. PLAN (#003)92
Total 479Select a row to open it

Benefits portfolio analytics

1 plan / $5.0M premiums / 366 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.9M
  • Dental$4.9M
  • Prescription drug$4.9M
  • Stop-loss$4.7M
  • Vision$215K
  • Other$57K
  • +2 more
Total $5.0M8 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#004

CHICAGO SYMPHONY ORCHESTRA ASSOCIATION 403(B) PLAN FOR ADMINISTRATIVE EMPLOYEES

403(b)

Assets$34.2M
Participants200
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

THE ORCHESTRAL ASSOCIATION RETIREMENT PLAN FOR ADMINISTRATIVE EMPLOYEES

Cash balance

Assets$15.4M
Participants187
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003

CHICAGO SYMPHONY ORCHESTRA DEFINED CONT. PLAN

Profit-sharing

Assets$10.2M
Participants92
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

THE ORCHESTRAL ASSOCIATION AND CHICAGO SYMPHONY ORCHESTRA GROUP WELFARE PLAN

Mixed - BLUE CROSS BLUE SHIELD OF IL. A DIVISION OF HEALTH CARE SERVICE CORP

Premiums$5.0M
Covered lives366
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

3 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#004CHICAGO SYMPHONY ORCHESTRA ASSOCIATION 403(B) PLAN FOR ADMINISTRATIVE EMPLOYEES403(b)$34.2M2002025
#002THE ORCHESTRAL ASSOCIATION RETIREMENT PLAN FOR ADMINISTRATIVE EMPLOYEESCash balance$15.4M1872025
#003CHICAGO SYMPHONY ORCHESTRA DEFINED CONT. PLANProfit-sharing$10.2M922025
  • CHICAGO SYMPHONY ORCHESTRA ASSOCIATION 403(B) PLAN FOR ADMINISTRATIVE EMPLOYEES$34.2M
    #004 · 403(b) · 2025200
  • THE ORCHESTRAL ASSOCIATION RETIREMENT PLAN FOR ADMINISTRATIVE EMPLOYEES$15.4M
    #002 · Cash balance · 2025187
  • CHICAGO SYMPHONY ORCHESTRA DEFINED CONT. PLAN$10.2M
    #003 · Profit-sharing · 202592

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501THE ORCHESTRAL ASSOCIATION AND CHICAGO SYMPHONY ORCHESTRA GROUP WELFARE PLANMixedBLUE CROSS BLUE SHIELD OF IL. A DIVISION OF HEALTH CARE SERVICE CORP$5.0M3662025
  • THE ORCHESTRAL ASSOCIATION AND CHICAGO SYMPHONY ORCHESTRA GROUP WELFARE PLAN$5.0M
    #501 · Mixed · BLUE CROSS BLUE SHIELD OF IL. A DIVISION OF HEALTH CARE SERVICE CORP · 2025366
Retirement plans
Health & Benefits plans

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  2. Benefits analytics
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