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  2. Utah Symphony and Opera
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Utah Symphony and Opera

EIN 51-0145980-performing arts-Latest filing 2025
Plans
3
Retirement
2
$20.6M assets
Health & Benefits
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 filings
#003401(k)-$13.8M - 98 part#002401(k)-$6.8M - 153 part#501Fully insured-$1.8M - 250 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $20.6M assets / 251 participants

Assets by plan

Share of aggregate retirement assets

  • LOCAL 104) 401(K) (#003)$13.8M
  • SYMPHONY/UTAH OPERA 401(K) (#002)$6.8M
Total $20.6MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • SYMPHONY/UTAH OPERA 401(K) (#002)153
  • LOCAL 104) 401(K) (#003)98
Total 251Select a row to open it

Benefits portfolio analytics

1 plan / $1.8M premiums / 250 covered lives

Coverage 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
Total $1.8M7 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#003

UTAH SYMPHONY ORCHESTRA (MEMBERS OF AFM LOCAL 104) 401(K) PLAN

401(k)

Assets$13.8M
Participants98
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

UTAH SYMPHONY/UTAH OPERA 401(K) PLAN

401(k)

Assets$6.8M
Participants153
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

UTAH SYMPHONY & OPERA WELFARE BENEFIT PLAN

Fully insured - SELECTHEALTH

Premiums$1.8M
Covered lives250
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#003UTAH SYMPHONY ORCHESTRA (MEMBERS OF AFM LOCAL 104) 401(K) PLAN401(k)$13.8M982025
#002UTAH SYMPHONY/UTAH OPERA 401(K) PLAN401(k)$6.8M1532025
  • UTAH SYMPHONY ORCHESTRA (MEMBERS OF AFM LOCAL 104) 401(K) PLAN$13.8M
    #003 · 401(k) · 202598
  • UTAH SYMPHONY/UTAH OPERA 401(K) PLAN$6.8M
    #002 · 401(k) · 2025153

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501UTAH SYMPHONY & OPERA WELFARE BENEFIT PLANFully insuredSELECTHEALTH$1.8M2502025
  • UTAH SYMPHONY & OPERA WELFARE BENEFIT PLAN$1.8M
    #501 · Fully insured · SELECTHEALTH · 2025250
Retirement plans
Health & Benefits plans

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  1. Retirement analytics
  2. Benefits analytics
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  5. Health & Benefits plans
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