Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MINNESOTA ORCHESTRAL ASSOCIATION
EIN 41-0693875performing artsLatest filing 2025
Plans
6
Retirement
2
$20.3M assets
Welfare
4
$3.3M premiums
Participants
1,337
Retirement portfolio analytics
2 plans aggregated / $20.3M assets / 536 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
4 plans / $3.3M premiums / 699 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.0M
- Prescription drug$3.0M
- Long-term disability$240K
- Life$176K
- Other$176K
Carrier market share
Premium dollars by Schedule A carrier
92%top
- HEALTHPARTNERS INSURANCE COMPANY92%
- UNUM LIFE INSURANCE COMPANY OF AMERICA8%
Broker market share
Schedule A broker compensation
100%top
- USI INSURANCE SERVICES LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
MINNESOTA ORCHESTRAL ASSOCIATION DEFINED CONTRIBUTION RETIREMENT PLAN
401k
Assets$14.3M
Participants449
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
MINNESOTA ORCHESTRAL ASSOCIATION PENSION PLAN FOR MUSICIANS
TraditionalDB
Assets$6.0M
Participants87
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
MINNESOTA ORCHESTRAL ASSOCIATION GROUP HEALTH PLAN
Fully Insured - HEALTHPARTNERS INSURANCE COMPANY
Premiums$3.0M
Covered lives328
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
MINNESOTA ORCHESTRAL ASSOCIATION GROUP LIFE INSURANCE PLAN
Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA
Premiums$176K
Covered lives273
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505
MINNESOTA ORCHESTRAL ASSOCIATION LONG TERM DISABILITY PLAN
Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA
Premiums$93K
Covered lives98
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504
MINNESOTA ORCHESTRAL ASSOCIATION DENTAL PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | MINNESOTA ORCHESTRAL ASSOCIATION DEFINED CONTRIBUTION RETIREMENT PLAN | 401k | $14.3M | 449 | 2024 | |
| 001 | MINNESOTA ORCHESTRAL ASSOCIATION PENSION PLAN FOR MUSICIANS | TraditionalDB | $6.0M | 87 | 2025 |
Welfare plans4
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | MINNESOTA ORCHESTRAL ASSOCIATION GROUP HEALTH PLAN | Fully Insured | HEALTHPARTNERS INSURANCE COMPANY | $3.0M | 328 | 2024 | |
| 502 | MINNESOTA ORCHESTRAL ASSOCIATION GROUP LIFE INSURANCE PLAN | Fully Insured | UNUM LIFE INSURANCE COMPANY OF AMERICA | $176K | 273 | 2024 | |
| 505 | MINNESOTA ORCHESTRAL ASSOCIATION LONG TERM DISABILITY PLAN | Fully Insured | UNUM LIFE INSURANCE COMPANY OF AMERICA | $93K | 98 | 2024 | |
| 504 | MINNESOTA ORCHESTRAL ASSOCIATION DENTAL PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans