Assets by plan
Share of aggregate retirement assets
- A THRIFT PLAN (#003)$99.3M
Filings through .
Top hat
San Francisco Symphony Corporation
EIN 94-1156284performing artsLatest filing 2025
Plans
4
Retirement
3
$207.0M assets
Health & Benefits
1
$1.6M premiums
Participants
1,537
201 VAN NESS AVE - SAN FRANCISCO, CA 94102415-552-8000sfsymphony.orgLinkedIn51-200 employeesperforming arts
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
3 plans aggregated / $207.0M assets / 1,324 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- (Not disclosed)$107.7M
- NEWPORT GROUP, INC.$99.3M
Participants by plan
Active + retired + deferred vested
- A THRIFT PLAN (#003)1,139
Benefits portfolio analytics
1 plan / $1.6M premiums / 481 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.2M
- Prescription drug$1.2M
- Other$413K
- Dental$386K
- Life$386K
- Long-term disability$386K
- +1 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#002
SAN FRANCISCO SYMPHONY RETIREMENT PLAN
Traditional DB
Assets$107.7M
Participants185
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
SAN FRANCISCO SYMPHONY T S A THRIFT PLAN
403(b)
Assets$99.3M
Participants1,139
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
RETIREMENT PLAN FOR EMPLOYEES OF SAN FRANCISCO SYMPHONY CORPORATION
Traditional DB
Assets$7K
Participants0
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
SAN FRANCISCO SYMPHONY HEALTH AND WELFARE PLAN
Fully insured - KAISER FOUNDATION HEALTH PLAN, INC.
Premiums$1.6M
Covered lives481
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | SAN FRANCISCO SYMPHONY RETIREMENT PLAN | Traditional DB | $107.7M | 185 | 2025 |
| #003 | SAN FRANCISCO SYMPHONY T S A THRIFT PLAN | 403(b) | $99.3M | 1,139 | 2025 |
| #001 | RETIREMENT PLAN FOR EMPLOYEES OF SAN FRANCISCO SYMPHONY CORPORATION | Traditional DB | $7K | 0 | 2025 |
- #002 · Traditional DB · 2025185
- #003 · 403(b) · 20251,139
- #001 · Traditional DB · 20250
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | SAN FRANCISCO SYMPHONY HEALTH AND WELFARE PLAN | Fully insured | KAISER FOUNDATION HEALTH PLAN, INC. | $1.6M | 481 | 2025 |
- #501 · Fully insured · KAISER FOUNDATION HEALTH PLAN, INC. · 2025481
Retirement plans
Health & Benefits plans