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  2. OMAHA SYMPHONY ASSOCIATION
Sponsor portfolio

OMAHA SYMPHONY ASSOCIATION

EIN 47-6039304-Arts, Entertainment, and Recreation-Latest filing 2024
Plans
2
Retirement
2
$15.2M assets
Welfare
0
Participants
142
1905 HARNEY ST, SUITE 400 - OMAHA, NE 68102402-342-3836
Plans on this EIN
2 filings
#001403b-$11.7M - 88 part#002403b-$3.5M - 54 part

Retirement portfolio analytics

2 plans aggregated / $15.2M assets / 142 participants

Assets by plan

Share of aggregate retirement assets

77%top
  • 403(B) RETIREMENT PLAN (#001)77%
  • 403(B) RETIREMENT PLAN (#002)23%
Total $15.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 403(B) RETIREMENT PLAN (#001)88
  • 403(B) RETIREMENT PLAN (#002)54
Total 142Click row to drill in

Plan deep-dives

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

OMAHA SYMPHONY ASSOCIATION UNION 403(B) RETIREMENT PLAN

403b

Assets$11.7M
Participants88
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

OMAHA SYMPHONY ASSOCIATION NONUNION 403(B) RETIREMENT PLAN

403b

Assets$3.5M
Participants54
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001OMAHA SYMPHONY ASSOCIATION UNION 403(B) RETIREMENT PLAN403b$11.7M882024
002OMAHA SYMPHONY ASSOCIATION NONUNION 403(B) RETIREMENT PLAN403b$3.5M542024
Retirement plans
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