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.
2 plans aggregated / $74.4M assets / 1,566 participants
Share of aggregate retirement assets
Active + retired + deferred vested
1 plan / $59K premiums / 255 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.
Profit-sharing
403(b)
Mixed - PRUDENTIAL INSURANCE COMPANY OF AMERICA
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | SAN FRANCISCO OPERA DEFINED CONTRIBUTION PLAN | Profit-sharing | $45.7M | 635 | 2025 |
| #005 | SAN FRANCISCO OPERA 403(B) PLAN | 403(b) | $28.6M | 931 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | SAN FRANCISCO OPERA ASSOCIATION GROUP LIFE, AD&D, LTD AND DENTAL PLAN | Mixed | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $59K | 255 | 2025 |