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Original filing (PDF)20251013122617NAL0000601747001
OMAHA SYMPHONY ASSOCIATION
Form 5500-SF
FILING_RECEIVED
OMAHA SYMPHONY ASSOCIATION UNION 403(B) RETIREMENT PLAN
403(b) retirement plan
Active participants
70
Accounts w/ balance
71
Plan assets (EOY)
$11.7M
Net assets (EOY)
$11.7M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
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 OMAHA SYMPHONY ASSOCIATION.
Plan sponsor
Name
OMAHA SYMPHONY ASSOCIATION
EIN
47-6039304
Address
1905 HARNEY ST, SUITE 400 · OMAHA, NE · 68102
Phone
(402) 342-3836
Industry
Arts, Entertainment, Recreationsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2K · 401(m) arrangement
2M · 403(b)(7) custodial accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
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