Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
DALLAS SYMPHONY ASSOCIATION, INC.
EIN 75-0705442performing artsLatest filing 2025
Plans
4
Retirement
3
$48.5M assets
Welfare
1
$3.2M premiums
Participants
441
Retirement portfolio analytics
3 plans aggregated / $48.5M assets / 273 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $3.2M premiums / 288 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.1M
- Dental$3.1M
- Prescription drug$3.1M
- Vision$139K
- Life$139K
- Long-term disability$139K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
96%top
- BLUE CROSS OF CALIFORNIA96%
- DEARBORN LIFE INSURANCE COMPANY4%
Broker market share
Schedule A broker compensation
100%top
- LOCKTON COMPANIES, LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#008
DALLAS SYMPHONY ORCHESTRA MUSICIANS 403(B) PLAN
403b
Assets$34.0M
Participants96
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
DALLAS SYMPHONY ORCHESTRA RETIREMENT PLAN
TraditionalDB
Assets$10.4M
Participants80
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#007
DALLAS SYMPHONY ASSOCIATION STAFF 403(B) PLAN
403b
Assets$4.0M
Participants97
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
DALLAS SYMPHONY ASSOCIATION EMPLOYEE BENEFIT PLAN
Fully Insured - BLUE CROSS BLUE SHIELD OF TEXAS
Premiums$3.2M
Covered lives288
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 008 | DALLAS SYMPHONY ORCHESTRA MUSICIANS 403(B) PLAN | 403b | $34.0M | 96 | 2025 | |
| 002 | DALLAS SYMPHONY ORCHESTRA RETIREMENT PLAN | TraditionalDB | $10.4M | 80 | 2025 | |
| 007 | DALLAS SYMPHONY ASSOCIATION STAFF 403(B) PLAN | 403b | $4.0M | 97 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | DALLAS SYMPHONY ASSOCIATION EMPLOYEE BENEFIT PLAN | Fully Insured | BLUE CROSS BLUE SHIELD OF TEXAS | $3.2M | 288 | 2025 |
Retirement plans
Welfare plans