PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. MILWAUKEE SYMPHONY ORCHESTRA, INC.
Sponsor portfolio

MILWAUKEE SYMPHONY ORCHESTRA, INC.

EIN 39-6023436-performing arts-Latest filing 2025
Plans
7
Retirement
3
$12.5M assets
Welfare
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
#001TraditionalDB-$6.7M - 87 part#004401k-$4.0M - 117 part#002TraditionalDB-$1.8M - 35 part#506Fully Insured-$1.8M - 104 lives#502Fully Insured-$123K - 111 lives#503Mixed-$21K - 112 lives#501Self Funded-0 lives

Retirement portfolio analytics

3 plans aggregated / $12.5M assets / 239 participants

Assets by plan

Share of aggregate retirement assets

54%top
  • EMPLOYEES' RETIREMENT PLAN (#001)54%
  • EMPLOYEES RETIREMENT PLAN (#004)32%
  • EMPLOYEES' RETIREMENT PLAN (#002)15%
Total $12.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEES RETIREMENT PLAN (#004)117
  • EMPLOYEES' RETIREMENT PLAN (#001)87
  • EMPLOYEES' RETIREMENT PLAN (#002)35
Total 239Click row to drill in

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

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
99%top
  • UNITEDHEALTHCARE INSURANCE COMPANY99%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY1%
Total $1.8M2 slices

Broker market share

Schedule A broker compensation

Split broker
97%top
  • BROWN & BROWN INSURANCE SERVICES97%
  • HAYS COMPANIES, INC.3%
Total $40K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

MILWAUKEE SYMPHONY ORCHESTRA, INC. EMPLOYEES' RETIREMENT PLAN

TraditionalDB

Assets$6.7M
Participants87
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

MILWAUKEE SYMPHONY ORCHESTRA STAFF EMPLOYEES RETIREMENT PLAN

401k

Assets$4.0M
Participants117
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

MILWAUKEE SYMPHONY ORCHESTRA, INC. OFFICE EMPLOYEES' RETIREMENT PLAN

TraditionalDB

Assets$1.8M
Participants35
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506

MILWAUKEE SYMPHONY ORCHESTRA HEALTH INSURANCE

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.8M
Covered lives104
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

MILWAUKEE SYMPHONY ORCHESTRA GROUP LTD INSURANCE

Fully Insured - NORTHWESTERN MUTUAL

Premiums$123K
Covered lives111
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

MILWAUKEE SYMPHONY ORCHESTRA LIFE INSURANCE PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$21K
Covered lives112
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

MILWAUKEE SYMPHONY ORCHESTRA DENTAL INSURANCE

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
001MILWAUKEE SYMPHONY ORCHESTRA, INC. EMPLOYEES' RETIREMENT PLANTraditionalDB$6.7M872025
004MILWAUKEE SYMPHONY ORCHESTRA STAFF EMPLOYEES RETIREMENT PLAN401k$4.0M1172025
002MILWAUKEE SYMPHONY ORCHESTRA, INC. OFFICE EMPLOYEES' RETIREMENT PLANTraditionalDB$1.8M352025

Welfare plans4

Plan #NameFundingCarrierPremiumsCoveredLatest 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
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica