Back to filter
Original filing (PDF)20250421121102NAL0001917043001
MILWAUKEE SYMPHONY ORCHESTRA INC
Form 5500
FILING_RECEIVED
MILWAUKEE SYMPHONY ORCHESTRA GROUP LTD INSURANCE
Health & welfare plan
Signals · 1
No recordkeeper disclosed
Active participants
111
Accounts w/ balance
—
Plan assets (EOY)
—
Net assets (EOY)
—
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
90
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MILWAUKEE SYMPHONY ORCHESTRA INC.
Plan sponsor
Name
MILWAUKEE SYMPHONY ORCHESTRA INC
EIN
39-6023436
Address
212 W WISCONSIN AVE · MILWAUKEE, WI · 532032307
Phone
(414) 291-6010
Industry
Arts, Entertainment, Recreationsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
502
Plan year
2023
Plan year begin
2023-11-01
Tax period
2024-10-31
Filed
2025-04-21
Welfare benefit codes
4H · Long-Term Disability
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
Related plans
Similar-size Arts, Entertainment, Recreation plans
DANCE DISCOVERY OF AUSTIN LLC
DANCE DISCOVERY OF AUSTIN EMPLOYEE GROUP HEALTH PLAN
$0 · 4 participants
AMERICAN DANCE CENTER, INC.
AMERICAN DANCE CENTER PROFIT SHARING PLAN
$0
SAINT LOUIS SYMPHONY ORCHESTRA
SAINT LOUIS SYMPHONY EMPLOYEES RETIREMENT PLAN
$0
CHINESE THEATRE WORKS, INC.
CHINESE THEATRE WORKS, INC.
$0
STEEL PANTHER, INC.
STEEL PANTHER, INC. 401(K) PROFIT SHARING PLAN
$0
PILGRIM PRODUCTIONS, LLC
PILGRIM STUDIOS 401(K) PLAN
$0
Large plans in Wisconsin
ADVOCATE AURORA HEALTH, INC
ADVOCATE AURORA HEALTH 401(K) PLAN
$10.5B · 83,445 participants
JOHNSON CONTROLS, INC.
JOHNSON CONTROLS RETIREMENT SAVINGS AND INVESTMENT PLAN
$7.2B · 34,487 participants
JOHNSON CONTROLS, INC.
JOHNSON CONTROLS, INC. DEFINED CONTRIBUTION PLAN TRUST
$7.1B
FISERV SOLUTIONS, LLC.
FISERV 401(K) SAVINGS PLAN
$5.1B · 22,809 participants
KIMBERLY-CLARK CORPORATION
KIMBERLY-CLARK CORPORATION 401(K) & PROFIT SHARING PLAN
$5.0B · 11,273 participants
ROCKWELL AUTOMATION
ROCKWELL AUTOMATION INC DEFINED CONTRIBUTION MASTER TRUST
$3.8B