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Sponsor portfolioTH

CHICAGO SYMPHONY ORCHESTRA ASSOCIATION

EIN 36-2167823-performing arts-Latest filing 2025
Plans
4
Retirement
3
$59.8M assets
Welfare
1
$5.0M premiums
Participants
663
220 S. MICHIGAN AVENUE - CHICAGO, IL 60604312-294-3301cso.orgLinkedIn201-500 employeesperforming arts
Plans on this EIN
4 filings
#004403b-$34.2M - 200 part#002CashBalance-$15.4M - 187 part#003ProfitSharing-$10.2M - 92 part#501Mixed-$5.0M - 366 lives

Retirement portfolio analytics

3 plans aggregated / $59.8M assets / 479 participants

Assets by plan

Share of aggregate retirement assets

57%top
  • FOR ADMINISTRATIVE EMPLOYEES (#004)57%
  • FOR ADMINISTRATIVE EMPLOYEES (#002)26%
  • DEFINED CONT. PLAN (#003)17%
Total $59.8MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
57%top
  • NEWPORT GROUP, INC.57%
  • (Not disclosed)43%
Total $59.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • FOR ADMINISTRATIVE EMPLOYEES (#004)200
  • FOR ADMINISTRATIVE EMPLOYEES (#002)187
  • DEFINED CONT. PLAN (#003)92
Total 479Click row to drill in

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

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
98%top
  • BLUE CROSS OF CALIFORNIA98%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY2%
Total $5.0M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • AON CONSULTING INC100%
Total $7K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#004

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

403b

Assets$34.2M
Participants200
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

THE ORCHESTRAL ASSOCIATION RETIREMENT PLAN FOR ADMINISTRATIVE EMPLOYEES

CashBalance

Assets$15.4M
Participants187
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

CHICAGO SYMPHONY ORCHESTRA DEFINED CONT. PLAN

ProfitSharing

Assets$10.2M
Participants92
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#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
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
004CHICAGO SYMPHONY ORCHESTRA ASSOCIATION 403(B) PLAN FOR ADMINISTRATIVE EMPLOYEES403b$34.2M2002025
002THE ORCHESTRAL ASSOCIATION RETIREMENT PLAN FOR ADMINISTRATIVE EMPLOYEESCashBalance$15.4M1872025
003CHICAGO SYMPHONY ORCHESTRA DEFINED CONT. PLANProfitSharing$10.2M922025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest 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
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