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Sponsor portfolio

COLORADO SYMPHONY ASSOCIATION

EIN 84-0511458-Other Services (except Public Administration)-Latest filing 2025
Plans
3
Retirement
2
$23.3M assets
Welfare
1
$1.3M premiums
Participants
366
1245 CHAMPA ST - DENVER, CO 802042154303-308-2468
Plans on this EIN
3 filings
#001403b-$11.7M - 141 part#002MoneyPurchase-$11.6M - 108 part#501Fully Insured-$1.3M - 145 lives

Retirement portfolio analytics

2 plans aggregated / $23.3M assets / 249 participants

Assets by plan

Share of aggregate retirement assets

50%top
  • SYMPHONY ASSOCIATION 403(B) (#001)50%
  • MONEY PURCHASE PENSION (#002)50%
Total $23.3MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
50%top
  • (Not disclosed)50%
  • THE VANGUARD GROUP, INC.50%
Total $23.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SYMPHONY ASSOCIATION 403(B) (#001)141
  • MONEY PURCHASE PENSION (#002)108
Total 249Click row to drill in

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
Total $1.3M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
97%top
  • UNITEDHEALTHCARE INSURANCE COMPANY97%
  • METROPOLITAN LIFE INSURANCE COMPANY3%
  • EYEMED VISION CARE0%
Total $1.3M3 slices

Broker market share

Schedule A broker compensation

Split broker
95%top
  • USI INSURANCE SERVICES LLC95%
  • JAMES R NELLIGAN & ASSOCIATES LLC5%
Total $48K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

COLORADO SYMPHONY ASSOCIATION 403(B) PLAN

403b

Assets$11.7M
Participants141
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

COLORADO SYMPHONY ORCHESTRA MONEY PURCHASE PENSION PLAN

MoneyPurchase

Assets$11.6M
Participants108
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

COLORADO SYMPHONY ASSOCIATION HEALTH & BENEFITS PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.3M
Covered lives145
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001COLORADO SYMPHONY ASSOCIATION 403(B) PLAN403b$11.7M1412025
002COLORADO SYMPHONY ORCHESTRA MONEY PURCHASE PENSION PLANMoneyPurchase$11.6M1082025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501COLORADO SYMPHONY ASSOCIATION HEALTH & BENEFITS PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$1.3M1452025
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