PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. SAN FRANCISCO OPERA ASSOCIATION
Sponsor portfolioTH

SAN FRANCISCO OPERA ASSOCIATION

EIN 94-0836240-Latest filing 2025
Plans
3
Retirement
2
$62.2M assets
Welfare
1
$59K premiums
Participants
1,818
301 VAN NESS AVENUE - SAN FRANCISCO, CA 941024509415-861-4008
Plans on this EIN
3 filings
#003ProfitSharing-$40.5M - 644 part#005403b-$21.7M - 915 part#501Mixed-$59K - 255 lives

Retirement portfolio analytics

2 plans aggregated / $62.2M assets / 1,559 participants

Assets by plan

Share of aggregate retirement assets

65%top
  • DEFINED CONTRIBUTION PLAN (#003)65%
  • FRANCISCO OPERA 403(B) (#005)35%
Total $62.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • FRANCISCO OPERA 403(B) (#005)915
  • DEFINED CONTRIBUTION PLAN (#003)644
Total 1,559Click row to drill in

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

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
78%top
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA78%
  • VISION SERVICE PLAN22%
Total $59K2 slices

Broker market share

Schedule A broker compensation

Split broker
73%top
  • RSC INSURANCE BROKERAGE INC73%
  • USI INSURANCE SERVICES LLC27%
  • IMG0%
Total $4K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

SAN FRANCISCO OPERA DEFINED CONTRIBUTION PLAN

ProfitSharing

Assets$40.5M
Participants644
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005

SAN FRANCISCO OPERA 403(B) PLAN

403b

Assets$21.7M
Participants915
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

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

Mixed - PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$59K
Covered lives255
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003SAN FRANCISCO OPERA DEFINED CONTRIBUTION PLANProfitSharing$40.5M6442024
005SAN FRANCISCO OPERA 403(B) PLAN403b$21.7M9152024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SAN FRANCISCO OPERA ASSOCIATION GROUP LIFE, AD&D, LTD AND DENTAL PLANMixedPRUDENTIAL INSURANCE COMPANY OF AMERICA$59K2552025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica