Original filing (PDF)20260310113119NAL0003535937001

THE DALLAS OPERA

Name: THE DALLAS OPERA — THE DALLAS OPERA 403(B) PLAN, Form 5500 (2024)
Creator: THE DALLAS OPERA

Form 5500-SF

FILING_RECEIVED

THE DALLAS OPERA 403(B) PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE DALLAS OPERA.

Plan sponsor

Name

THE DALLAS OPERA

EIN

75-6004746

Address

2403 FLORA STREET, SUITE 500 · DALLAS, TX · 75201

Phone

(214) 443-1075

Industry

Arts, Entertainment, Recreationsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-09-01

Tax period

2025-08-31

Filed

2026-03-10

Pension benefit codes

2L · 403(b)(1) annuity

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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 providers

Related plans

Similar-size Arts, Entertainment, Recreation plans

FLINT INSTITUTE OF MUSIC

FLINT INSTITUTE OF MUSIC 401(K) PROFIT SHARING PLAN AND TRUST

$3.5M · 464 participants

CLOUDBREAK ENTERTAINMENT, INC.

CLOUDBREAK ENTERTAINMENT, INC. DEFINED BENEFIT PENSION PLAN

$3.5M · 1 participants

BALLET TECH FOUNDATION, INC.

BALLET TECH FOUNDATION, INC. 403(B) PLAN

$3.5M · 21 participants

MIAMI CITY BALLET, INC.

MIAMI CITY BALLET 401(K) PLAN

$3.6M · 139 participants

SAINT LOUIS SYMPHONY ORCHESTRA

SAINT LOUIS SYMPHONY ORCHESTRA STAFF MONEY PURCHASE PENSION PLAN