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  2. Milwaukee Symphony Orchestra, Inc.
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Milwaukee Symphony Orchestra, Inc.

EIN 39-6023436-performing arts-Latest filing 2025
Plans
7
Retirement
3
$12.5M assets
Health & Benefits
4
$2.0M premiums
Participants
609
212 W WISCONSIN AVE - MILWAUKEE, WI 532032307414-291-6010mso.orgLinkedIn51-200 employeesperforming arts
Plans on this EIN
7 filings
#001Traditional DB-$6.7M - 87 part#004401(k)-$4.0M - 117 part#002Traditional DB-$1.8M - 35 part#506Fully insured-$1.8M - 104 lives#502Fully insured-$123K - 111 lives#503Mixed-$21K - 112 lives#501Self-funded-0 lives+1 more plans

Health & Benefits portfolio - carriers, brokers and premium across this company's 4 health and benefits plans.

Retirement portfolio analytics

3 plans aggregated / $12.5M assets / 239 participants

Assets by plan

Share of aggregate retirement assets

  • EMPLOYEES' RETIREMENT PLAN (#001)$6.7M
  • EMPLOYEES RETIREMENT PLAN (#004)$4.0M
  • EMPLOYEES' RETIREMENT PLAN (#002)$1.8M
Total $12.5MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • EMPLOYEES RETIREMENT PLAN (#004)117
  • EMPLOYEES' RETIREMENT PLAN (#001)87
  • EMPLOYEES' RETIREMENT PLAN (#002)35
Total 239Select a row to open it

Benefits portfolio analytics

4 plans / $2.0M premiums / 327 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.8M
  • Prescription drug$1.8M
  • Life$21K
  • Other$21K
Total $1.8M4 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

MILWAUKEE SYMPHONY ORCHESTRA, INC. EMPLOYEES' RETIREMENT PLAN

Traditional DB

Assets$6.7M
Participants87
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#004

MILWAUKEE SYMPHONY ORCHESTRA STAFF EMPLOYEES RETIREMENT PLAN

401(k)

Assets$4.0M
Participants117
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

MILWAUKEE SYMPHONY ORCHESTRA, INC. OFFICE EMPLOYEES' RETIREMENT PLAN

Traditional DB

Assets$1.8M
Participants35
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#506

MILWAUKEE SYMPHONY ORCHESTRA HEALTH INSURANCE

Fully insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.8M
Covered lives104
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#502

MILWAUKEE SYMPHONY ORCHESTRA GROUP LTD INSURANCE

Fully insured - NORTHWESTERN MUTUAL

Premiums$123K
Covered lives111
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#503

MILWAUKEE SYMPHONY ORCHESTRA LIFE INSURANCE PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$21K
Covered lives112
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#501

MILWAUKEE SYMPHONY ORCHESTRA DENTAL INSURANCE

Self-funded

Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

3 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001MILWAUKEE SYMPHONY ORCHESTRA, INC. EMPLOYEES' RETIREMENT PLANTraditional DB$6.7M872025
#004MILWAUKEE SYMPHONY ORCHESTRA STAFF EMPLOYEES RETIREMENT PLAN401(k)$4.0M1172025
#002MILWAUKEE SYMPHONY ORCHESTRA, INC. OFFICE EMPLOYEES' RETIREMENT PLANTraditional DB$1.8M352025
  • MILWAUKEE SYMPHONY ORCHESTRA, INC. EMPLOYEES' RETIREMENT PLAN$6.7M
    #001 · Traditional DB · 202587
  • MILWAUKEE SYMPHONY ORCHESTRA STAFF EMPLOYEES RETIREMENT PLAN$4.0M
    #004 · 401(k) · 2025117
  • MILWAUKEE SYMPHONY ORCHESTRA, INC. OFFICE EMPLOYEES' RETIREMENT PLAN$1.8M
    #002 · Traditional DB · 202535

Health & Benefits plans

4 plans on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#506MILWAUKEE SYMPHONY ORCHESTRA HEALTH INSURANCEFully insuredUNITEDHEALTHCARE INSURANCE COMPANY$1.8M1042025
#502MILWAUKEE SYMPHONY ORCHESTRA GROUP LTD INSURANCEFully insuredNORTHWESTERN MUTUAL$123K1112024
#503MILWAUKEE SYMPHONY ORCHESTRA LIFE INSURANCE PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$21K1122025
#501MILWAUKEE SYMPHONY ORCHESTRA DENTAL INSURANCESelf-funded-$002025
  • MILWAUKEE SYMPHONY ORCHESTRA HEALTH INSURANCE$1.8M
    #506 · Fully insured · UNITEDHEALTHCARE INSURANCE COMPANY · 2025104
  • MILWAUKEE SYMPHONY ORCHESTRA GROUP LTD INSURANCE$123K
    #502 · Fully insured · NORTHWESTERN MUTUAL · 2024111
  • MILWAUKEE SYMPHONY ORCHESTRA LIFE INSURANCE PLAN$21K
    #503 · Mixed · UNITED OF OMAHA LIFE INSURANCE COMPANY · 2025112
  • MILWAUKEE SYMPHONY ORCHESTRA DENTAL INSURANCE$0
    #501 · Self-funded · 20250
Retirement plans
Health & Benefits plans

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  2. Benefits analytics
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