Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
UTAH SYMPHONY AND OPERA
EIN 51-0145980performing artsLatest filing 2025
Plans
3
Retirement
2
$20.6M assets
Welfare
1
$1.8M premiums
Participants
406
336 NORTH 400 WEST - SALT LAKE CITY, UT 84103801-533-5626usuo.orgLinkedIn51-200 employeesperforming arts
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $20.6M assets / 251 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.8M premiums / 250 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.6M
- Prescription drug$1.6M
- Life$94K
- Long-term disability$94K
- Other$94K
- Dental$86K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
90%top
- SELECTHEALTH90%
- UNUM LIFE INSURANCE COMPANY OF AMERICA5%
- EDUCATORS MUTUAL PLANS LIFE, ACCIDENT AND HEALTH, INC5%
- VISION SERVICE PLAN0%
Broker market share
Schedule A broker compensation
100%top
- MORETON & COMPANY100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
UTAH SYMPHONY ORCHESTRA (MEMBERS OF AFM LOCAL 104) 401(K) PLAN
401k
Assets$13.8M
Participants98
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
UTAH SYMPHONY/UTAH OPERA 401(K) PLAN
401k
Assets$6.8M
Participants153
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
UTAH SYMPHONY & OPERA WELFARE BENEFIT PLAN
Fully Insured - SELECTHEALTH
Premiums$1.8M
Covered lives250
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | UTAH SYMPHONY ORCHESTRA (MEMBERS OF AFM LOCAL 104) 401(K) PLAN | 401k | $13.8M | 98 | 2025 | |
| 002 | UTAH SYMPHONY/UTAH OPERA 401(K) PLAN | 401k | $6.8M | 153 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | UTAH SYMPHONY & OPERA WELFARE BENEFIT PLAN | Fully Insured | SELECTHEALTH | $1.8M | 250 | 2025 |
Retirement plans
Welfare plans