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Sponsor portfolioTH

BALTIMORE SYMPHONY ORCHESTRA, INC.

EIN 52-0629696-performing arts-Latest filing 2025
Plans
5
Retirement
4
$21.7M assets
Welfare
1
$257K premiums
Participants
548
1212 CATHEDRAL STREET - BALTIMORE, MD 212015556410-783-8095bsomusic.orgLinkedIn51-200 employeesperforming arts
Plans on this EIN
5 filings
#002TraditionalDB-$15.9M - 103 part#003403b-$2.6M - 113 part#001TraditionalDB-$2.4M - 69 part#004ProfitSharing-$726K - 98 part#501Mixed-$257K - 163 lives

Retirement portfolio analytics

4 plans aggregated / $21.7M assets / 383 participants

Assets by plan

Share of aggregate retirement assets

73%top
  • PLAN AND TRUST (#002)73%
  • ORCHESTRA, INC. 403(B) (#003)12%
  • ORCHESTRA, INC. PENSION (#001)11%
  • ORCHESTRA 401(A) PLAN (#004)3%
Total $21.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • ORCHESTRA, INC. 403(B) (#003)113
  • PLAN AND TRUST (#002)103
  • ORCHESTRA 401(A) PLAN (#004)98
  • ORCHESTRA, INC. PENSION (#001)69
Total 383Click row to drill in

Benefits portfolio analytics

1 plan / $257K premiums / 163 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$138K
  • Vision$138K
  • Life$120K
  • Long-term disability$120K
  • Other$120K
Total $257K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
53%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY53%
  • HARTFORD LIFE AND ACCIDENT47%
Total $257K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • AP BENEFIT ADVISORS, LLC100%
Total $33K1 slice

Plan deep-dives

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

THE BALTIMORE SYMPHONY ORCHESTRA, INC. MUSICIANS PENSION PLAN AND TRUST

TraditionalDB

Assets$15.9M
Participants103
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

BALTIMORE SYMPHONY ORCHESTRA, INC. 403(B) PLAN

403b

Assets$2.6M
Participants113
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

BALTIMORE SYMPHONY ORCHESTRA, INC. PENSION PLAN

TraditionalDB

Assets$2.4M
Participants69
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

ORCHESTRA 401(A) PLAN

ProfitSharing

Assets$726K
Participants98
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BALTIMORE SYMPHONY ORCHESTRA HEALTH AND WELFARE BENEFIT PLAN

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$257K
Covered lives163
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans4

Plan #NameTypeAssetsParticipantsLatest year
002THE BALTIMORE SYMPHONY ORCHESTRA, INC. MUSICIANS PENSION PLAN AND TRUSTTraditionalDB$15.9M1032024
003BALTIMORE SYMPHONY ORCHESTRA, INC. 403(B) PLAN403b$2.6M1132024
001BALTIMORE SYMPHONY ORCHESTRA, INC. PENSION PLANTraditionalDB$2.4M692025
004ORCHESTRA 401(A) PLANProfitSharing$726K982025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BALTIMORE SYMPHONY ORCHESTRA HEALTH AND WELFARE BENEFIT PLANMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY$257K1632025
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