Assets by plan
Share of aggregate retirement assets
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
3 plans aggregated / $49.5M assets / 277 participants
Share of aggregate retirement assets
Active + retired + deferred vested
1 plan / $3.2M premiums / 288 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
403(b)
Traditional DB
403(b)
Fully insured - BLUE CROSS BLUE SHIELD OF TEXAS
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #008 | DALLAS SYMPHONY ORCHESTRA MUSICIANS 403(B) PLAN | 403(b) | $34.0M | 96 | 2025 |
| #002 | DALLAS SYMPHONY ORCHESTRA RETIREMENT PLAN | Traditional DB | $10.4M | 80 | 2025 |
| #007 | DALLAS SYMPHONY ASSOCIATION STAFF 403(B) PLAN | 403(b) | $5.0M | 101 | 2025 |
1 plan on this EIN
| 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 |