Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
SAN FRANCISCO SYMPHONY CORPORATION
EIN 94-1156284performing artsLatest filing 2025
Plans
4
Retirement
3
$218.1M assets
Welfare
1
$1.7M premiums
Participants
1,648
DAVIES SYMPHONY HALL, 201 VAN NESS AVE. - SAN FRANCISCO, CA 94102415-552-8000sfsymphony.orgLinkedIn51-200 employeesperforming arts
Retirement portfolio analytics
3 plans aggregated / $218.1M assets / 1,385 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.7M premiums / 523 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.2M
- Prescription drug$1.2M
- Other$466K
- Dental$429K
- Life$429K
- Long-term disability$429K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
71%top
- KAISER FOUNDATION HEALTH PLAN INC71%
- METROPOLITAN LIFE INSURANCE COMPANY25%
- VISION SERVICE PLAN2%
- UNUM LIFE INSURANCE COMPANY OF AMERICA2%
- HALCYON BEHAVIORAL, LLC0%
Broker market share
Schedule A broker compensation
100%top
- ALLIANT INSURANCE SERVICES, INC.100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
SAN FRANCISCO SYMPHONY RETIREMENT PLAN
TraditionalDB
Assets$107.7M
Participants185
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
SAN FRANCISCO SYMPHONY TSA THRIFT PLAN
403b
Assets$87.1M
Participants1,030
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
RETIREMENT PLAN FOR EMPLOYEES OF SAN FRANCISCO SYMPHONY CORPORATION
TraditionalDB
Assets$23.3M
Participants170
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SAN FRANCISCO SYMPHONY HEALTH AND WELFARE PLAN
Fully Insured - KAISER FOUNDATION HEALTH PLAN INC
Premiums$1.7M
Covered lives523
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SAN FRANCISCO SYMPHONY RETIREMENT PLAN | TraditionalDB | $107.7M | 185 | 2025 | |
| 003 | SAN FRANCISCO SYMPHONY TSA THRIFT PLAN | 403b | $87.1M | 1,030 | 2024 | |
| 001 | RETIREMENT PLAN FOR EMPLOYEES OF SAN FRANCISCO SYMPHONY CORPORATION | TraditionalDB | $23.3M | 170 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SAN FRANCISCO SYMPHONY HEALTH AND WELFARE PLAN | Fully Insured | KAISER FOUNDATION HEALTH PLAN INC | $1.7M | 523 | 2024 |
Retirement plans
Welfare plans