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  2. San Francisco Opera Association
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

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San Francisco Opera Association

EIN 94-0836240-Arts, Entertainment, and Recreation-Latest filing 2025
Plans
3
Retirement
2
$74.4M assets
Health & Benefits
1
$59K premiums
Participants
1,825
301 VAN NESS AVE - SAN FRANCISCO, CA 94102415-565-3295
Plans on this EIN
3 filings
#003Profit-sharing-$45.7M - 635 part#005403(b)-$28.6M - 931 part#501Mixed-$59K - 255 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $74.4M assets / 1,566 participants

Assets by plan

Share of aggregate retirement assets

  • DEFINED CONTRIBUTION PLAN (#003)$45.7M
  • FRANCISCO OPERA 403(B) (#005)$28.6M
Total $74.4MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • FRANCISCO OPERA 403(B) (#005)931
  • DEFINED CONTRIBUTION PLAN (#003)635
Total 1,566Select a row to open it

Benefits portfolio analytics

1 plan / $59K premiums / 255 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$46K
  • Long-term disability$46K
  • Other$46K
  • Vision$13K
Total $59K4 rows
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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#003

SAN FRANCISCO OPERA DEFINED CONTRIBUTION PLAN

Profit-sharing

Assets$45.7M
Participants635
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#005

SAN FRANCISCO OPERA 403(B) PLAN

403(b)

Assets$28.6M
Participants931
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

SAN FRANCISCO OPERA ASSOCIATION GROUP LIFE, AD&D, LTD AND DENTAL PLAN

Mixed - PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$59K
Covered lives255
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#003SAN FRANCISCO OPERA DEFINED CONTRIBUTION PLANProfit-sharing$45.7M6352025
#005SAN FRANCISCO OPERA 403(B) PLAN403(b)$28.6M9312025
  • SAN FRANCISCO OPERA DEFINED CONTRIBUTION PLAN$45.7M
    #003 · Profit-sharing · 2025635
  • SAN FRANCISCO OPERA 403(B) PLAN$28.6M
    #005 · 403(b) · 2025931

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501SAN FRANCISCO OPERA ASSOCIATION GROUP LIFE, AD&D, LTD AND DENTAL PLANMixedPRUDENTIAL INSURANCE COMPANY OF AMERICA$59K2552025
  • SAN FRANCISCO OPERA ASSOCIATION GROUP LIFE, AD&D, LTD AND DENTAL PLAN$59K
    #501 · Mixed · PRUDENTIAL INSURANCE COMPANY OF AMERICA · 2025255
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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