Assets by plan
Share of aggregate retirement assets
Filings through .
Colorado Symphony Association
EIN 84-0511458Other Services (except Public Administration)Latest filing 2025
Plans
3
Retirement
2
$23.3M assets
Health & Benefits
1
$1.3M premiums
Participants
366
1245 CHAMPA ST - DENVER, CO 802042154303-308-2468
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $23.3M assets / 249 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- (Not disclosed)$11.7M
- THE VANGUARD GROUP, INC.$11.6M
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.3M premiums / 145 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$1.3M
- Health$1.3M
- Dental$1.3M
- Prescription drug$1.3M
- Life$37K
- Short-term disability$37K
- +2 more
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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#001
COLORADO SYMPHONY ASSOCIATION 403(B) PLAN
403(b)
Assets$11.7M
Participants141
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
COLORADO SYMPHONY ORCHESTRA MONEY PURCHASE PENSION PLAN
Money purchase
Assets$11.6M
Participants108
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
COLORADO SYMPHONY ASSOCIATION HEALTH & BENEFITS PLAN
Fully insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$1.3M
Covered lives145
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | COLORADO SYMPHONY ASSOCIATION 403(B) PLAN | 403(b) | $11.7M | 141 | 2025 |
| #002 | COLORADO SYMPHONY ORCHESTRA MONEY PURCHASE PENSION PLAN | Money purchase | $11.6M | 108 | 2025 |
- #001 · 403(b) · 2025141
- #002 · Money purchase · 2025108
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | COLORADO SYMPHONY ASSOCIATION HEALTH & BENEFITS PLAN | Fully insured | UNITEDHEALTHCARE INSURANCE COMPANY | $1.3M | 145 | 2025 |
- #501 · Fully insured · UNITEDHEALTHCARE INSURANCE COMPANY · 2025145
Retirement plans
Health & Benefits plans