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Sponsor portfolioTH

SAN DIEGO SYMPHONY ORCHESTRA ASSOCIATION

EIN 95-2040874-performing arts-Latest filing 2025
Plans
3
Retirement
2
$17.7M assets
Welfare
1
$2.9M premiums
Participants
604
1245 7TH AVENUE, - SAN DIEGO, CA 92101760-489-0348LinkedIn201-500 employeesperforming arts
Plans on this EIN
3 filings
#003403b-$11.0M - 258 part#002401k-$6.6M - 185 part#501Fully Insured-$2.9M - 350 lives

Retirement portfolio analytics

2 plans aggregated / $17.7M assets / 443 participants

Assets by plan

Share of aggregate retirement assets

62%top
  • DIEGO SYMPHONY 403(B) (#003)62%
  • DIEGO SYMPHONY 401(K) (#002)38%
Total $17.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DIEGO SYMPHONY 403(B) (#003)258
  • DIEGO SYMPHONY 401(K) (#002)185
Total 443Click row to drill in

Benefits portfolio analytics

1 plan / $2.9M premiums / 350 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.3M
  • Prescription drug$2.3M
  • Other$1.7M
  • Dental$437K
  • Life$91K
  • Short-term disability$91K
  • +2 more
Total $2.9M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
55%top
  • CALIFORNIA PHYSICIANS SERVICE55%
  • KAISER FOUNDATION HEALTH PLAN INC26%
  • UNITED CONCORDIA INSURANCE COMPANY15%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA3%
  • VISION SERVICE PLAN0%
  • +2 more
Total $2.9M7 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • GALLAGHER BENEFIT SERVICES, INC.99%
  • COMPSYCH1%
  • VARIOUS - SEE ATTACHED0%
  • IMG0%
Total $169K4 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 DIEGO SYMPHONY 403(B) PLAN

403b

Assets$11.0M
Participants258
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SAN DIEGO SYMPHONY 401(K) PLAN

401k

Assets$6.6M
Participants185
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SAN DIEGO SYMPHONY ORCHESTRA ASSOCIATION WELFARE BENEFIT PLAN

Fully Insured - CALIFORNIA PHYSICIANS SERVICE

Premiums$2.9M
Covered lives350
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003SAN DIEGO SYMPHONY 403(B) PLAN403b$11.0M2582025
002SAN DIEGO SYMPHONY 401(K) PLAN401k$6.6M1852025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SAN DIEGO SYMPHONY ORCHESTRA ASSOCIATION WELFARE BENEFIT PLANFully InsuredCALIFORNIA PHYSICIANS SERVICE$2.9M3502025
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