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Sponsor portfolio

SAINT LOUIS SYMPHONY ORCHESTRA

EIN 43-0666769-music-Latest filing 2025
Plans
3
Retirement
2
$8.8M assets
Welfare
1
$2.8M premiums
Participants
352
718 NORTH GRAND BLVD - ST. LOUIS, MO 63103314-286-4124LinkedIn51-200 employeesmusic
Plans on this EIN
3 filings
#002ProfitSharing-$4.9M - 97 part#005MoneyPurchase-$3.8M - 107 part#510Fully Insured-$2.8M - 157 lives

Retirement portfolio analytics

2 plans aggregated / $8.8M assets / 204 participants

Assets by plan

Share of aggregate retirement assets

56%top
  • UNION RETIREMENT PLAN (#002)56%
  • MONEY PURCHASE PENSION (#005)44%
Total $8.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • MONEY PURCHASE PENSION (#005)107
  • UNION RETIREMENT PLAN (#002)97
Total 204Click row to drill in

Benefits portfolio analytics

1 plan / $2.8M premiums / 157 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.7M
  • Dental$2.7M
  • Vision$2.7M
  • Long-term disability$82K
  • Other$42K
  • Life$40K
Total $2.8M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • UNITEDHEALTHCARE INSURANCE COMPANY96%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA3%
  • HARTFORD LIFE AND ACCIDENT1%
  • BERKLEY LIFE AND HEALTH INSURANCE COMPANY0%
Total $2.8M4 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • ENROLLEASE99%
  • REUBEN WARNER ASSOCIATES, INC.1%
Total $39K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

SAINT LOUIS SYMPHONY ORCHESTRA MUSICIANS UNION RETIREMENT PLAN

ProfitSharing

Assets$4.9M
Participants97
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005

SAINT LOUIS SYMPHONY ORCHESTRA STAFF MONEY PURCHASE PENSION PLAN

MoneyPurchase

Assets$3.8M
Participants107
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

SAINT LOUIS SYMPHONY ORCHESTRA WRAP PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$2.8M
Covered lives157
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002SAINT LOUIS SYMPHONY ORCHESTRA MUSICIANS UNION RETIREMENT PLANProfitSharing$4.9M972025
005SAINT LOUIS SYMPHONY ORCHESTRA STAFF MONEY PURCHASE PENSION PLANMoneyPurchase$3.8M1072025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
510SAINT LOUIS SYMPHONY ORCHESTRA WRAP PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$2.8M1572025
Retirement plans
Welfare plans
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