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  1. Companies/
  2. San Francisco Ballet Association
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

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San Francisco Ballet Association

EIN 94-1415298-Arts, Entertainment, and Recreation-Latest filing 2025
Plans
3
Retirement
2
$41.3M assets
Health & Benefits
1
$2.6M premiums
Participants
566
455 FRANKLIN STREET - SAN FRANCISCO, CA 941024438415-861-5600LinkedIn1-10 employees
Plans on this EIN
3 filings
#002401(k)-$21.5M - 236 part#003401(k)-$19.7M - 116 part#501Mixed-$2.6M - 242 lives

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

Retirement portfolio analytics

2 plans aggregated / $41.3M assets / 352 participants

Assets by plan

Share of aggregate retirement assets

  • ASSOCIATION RETIREMENT PLAN (#002)$21.5M
  • BALLET AGMA 403(B) (#003)$19.7M
Total $41.3MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • ASSOCIATION RETIREMENT PLAN (#002)236
  • BALLET AGMA 403(B) (#003)116
Total 352Select a row to open it

Benefits portfolio analytics

1 plan / $2.6M premiums / 242 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.5M
  • Prescription drug$768K
  • Long-term disability$39K
  • Vision$28K
  • Other$25K
  • Life$14K
Total $2.6M6 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#002

SAN FRANCISCO BALLET ASSOCIATION RETIREMENT PLAN

401(k)

Assets$21.5M
Participants236
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003

SAN FRANCISCO BALLET AGMA 403(B) PLAN

401(k)

Assets$19.7M
Participants116
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

SAN FRANCISCO BALLET WELFARE BENEFIT PLAN

Mixed - AETNA HEALTH, INC.

Premiums$2.6M
Covered lives242
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002SAN FRANCISCO BALLET ASSOCIATION RETIREMENT PLAN401(k)$21.5M2362025
#003SAN FRANCISCO BALLET AGMA 403(B) PLAN401(k)$19.7M1162025
  • SAN FRANCISCO BALLET ASSOCIATION RETIREMENT PLAN$21.5M
    #002 · 401(k) · 2025236
  • SAN FRANCISCO BALLET AGMA 403(B) PLAN$19.7M
    #003 · 401(k) · 2025116

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501SAN FRANCISCO BALLET WELFARE BENEFIT PLANMixedAETNA HEALTH, INC.$2.6M2422025
  • SAN FRANCISCO BALLET WELFARE BENEFIT PLAN$2.6M
    #501 · Mixed · AETNA HEALTH, INC. · 2025242
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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