401k Plan data: MILWAUKEE SYMPHONY ORCHESTRA DENTAL INSURANCE plan

MILWAUKEE SYMPHONY ORCHESTRA DENTAL INSURANCE 401k Plan overview

Plan Name	MILWAUKEE SYMPHONY ORCHESTRA DENTAL INSURANCE
Plan identification number	501

MILWAUKEE SYMPHONY ORCHESTRA DENTAL INSURANCE Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Dental

401k Sponsoring company profile

MILWAUKEE SYMPHONY ORCHESTRA has sponsored the creation of one or more 401k plans.

Company Name: MILWAUKEE SYMPHONY ORCHESTRA

Employer identification number (EIN): 396023436

NAIC Classification: 711100
NAIC Description: Performing Arts Companies

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MILWAUKEE SYMPHONY ORCHESTRA DENTAL INSURANCE

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
501 2022-01-01
501 2021-01-01
501 2020-01-01
501 2020-01-01
501 2019-01-01
501 2014-01-01 CATHERINE KIEKHOFER
501 2013-11-01 CATHERINE KIEKHOFER
501 2012-11-01 CATHERINE KIEKHOFER CATHERINE KIEKHOFER 2013-11-12
501 2011-11-01 CATHERINE KIEKHOFER CATHERINE KIEKHOFER 2013-03-14
501 2009-11-01 CARRIE PITZEN

Plan Statistics for MILWAUKEE SYMPHONY ORCHESTRA DENTAL INSURANCE

401k plan membership statisitcs for MILWAUKEE SYMPHONY ORCHESTRA DENTAL INSURANCE

Measure Date Value
2022: MILWAUKEE SYMPHONY ORCHESTRA DENTAL INSURANCE 2022 401k membership
Total participants, beginning-of-year 2022-01-01 102
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 101
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 101
2021: MILWAUKEE SYMPHONY ORCHESTRA DENTAL INSURANCE 2021 401k membership
Total participants, beginning-of-year 2021-01-01 109
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 102
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 102
2020: MILWAUKEE SYMPHONY ORCHESTRA DENTAL INSURANCE 2020 401k membership
Total participants, beginning-of-year 2020-01-01 104
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 109
Number of retired or separated participants receiving benefits 2020-01-01 1
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 110
Total participants 2020-01-01 110
2019: MILWAUKEE SYMPHONY ORCHESTRA DENTAL INSURANCE 2019 401k membership
Total participants, beginning-of-year 2019-01-01 100
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 100
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 100
2014: MILWAUKEE SYMPHONY ORCHESTRA DENTAL INSURANCE 2014 401k membership
Total participants, beginning-of-year 2014-01-01 102
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 94
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 94
2013: MILWAUKEE SYMPHONY ORCHESTRA DENTAL INSURANCE 2013 401k membership
Total participants, beginning-of-year 2013-11-01 106
Total number of active participants reported on line 7a of the Form 5500 2013-11-01 102
Number of retired or separated participants receiving benefits 2013-11-01 0
Number of other retired or separated participants entitled to future benefits 2013-11-01 0
Total of all active and inactive participants 2013-11-01 102
2012: MILWAUKEE SYMPHONY ORCHESTRA DENTAL INSURANCE 2012 401k membership
Total participants, beginning-of-year 2012-11-01 109
Total number of active participants reported on line 7a of the Form 5500 2012-11-01 106
Total of all active and inactive participants 2012-11-01 106
Total participants 2012-11-01 106
2011: MILWAUKEE SYMPHONY ORCHESTRA DENTAL INSURANCE 2011 401k membership
Total participants, beginning-of-year 2011-11-01 107
Total number of active participants reported on line 7a of the Form 5500 2011-11-01 109
Number of retired or separated participants receiving benefits 2011-11-01 0
Number of other retired or separated participants entitled to future benefits 2011-11-01 0
Total of all active and inactive participants 2011-11-01 109
2009: MILWAUKEE SYMPHONY ORCHESTRA DENTAL INSURANCE 2009 401k membership
Total participants, beginning-of-year 2009-11-01 118
Total number of active participants reported on line 7a of the Form 5500 2009-11-01 112
Total of all active and inactive participants 2009-11-01 112
Total participants 2009-11-01 112

Measure	Date	Value
2022: MILWAUKEE SYMPHONY ORCHESTRA DENTAL INSURANCE 2022 401k membership
Total participants, beginning-of-year	2022-01-01	102
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	101
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	101
2021: MILWAUKEE SYMPHONY ORCHESTRA DENTAL INSURANCE 2021 401k membership
Total participants, beginning-of-year	2021-01-01	109
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	102
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	102
2020: MILWAUKEE SYMPHONY ORCHESTRA DENTAL INSURANCE 2020 401k membership
Total participants, beginning-of-year	2020-01-01	104
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	109
Number of retired or separated participants receiving benefits	2020-01-01	1
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	110
Total participants	2020-01-01	110
2019: MILWAUKEE SYMPHONY ORCHESTRA DENTAL INSURANCE 2019 401k membership
Total participants, beginning-of-year	2019-01-01	100
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	100
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	100
2014: MILWAUKEE SYMPHONY ORCHESTRA DENTAL INSURANCE 2014 401k membership
Total participants, beginning-of-year	2014-01-01	102
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	94
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	94
2013: MILWAUKEE SYMPHONY ORCHESTRA DENTAL INSURANCE 2013 401k membership
Total participants, beginning-of-year	2013-11-01	106
Total number of active participants reported on line 7a of the Form 5500	2013-11-01	102
Number of retired or separated participants receiving benefits	2013-11-01	0
Number of other retired or separated participants entitled to future benefits	2013-11-01	0
Total of all active and inactive participants	2013-11-01	102
2012: MILWAUKEE SYMPHONY ORCHESTRA DENTAL INSURANCE 2012 401k membership
Total participants, beginning-of-year	2012-11-01	109
Total number of active participants reported on line 7a of the Form 5500	2012-11-01	106
Total of all active and inactive participants	2012-11-01	106
Total participants	2012-11-01	106
2011: MILWAUKEE SYMPHONY ORCHESTRA DENTAL INSURANCE 2011 401k membership
Total participants, beginning-of-year	2011-11-01	107
Total number of active participants reported on line 7a of the Form 5500	2011-11-01	109
Number of retired or separated participants receiving benefits	2011-11-01	0
Number of other retired or separated participants entitled to future benefits	2011-11-01	0
Total of all active and inactive participants	2011-11-01	109
2009: MILWAUKEE SYMPHONY ORCHESTRA DENTAL INSURANCE 2009 401k membership
Total participants, beginning-of-year	2009-11-01	118
Total number of active participants reported on line 7a of the Form 5500	2009-11-01	112
Total of all active and inactive participants	2009-11-01	112
Total participants	2009-11-01	112

Form 5500 Responses for MILWAUKEE SYMPHONY ORCHESTRA DENTAL INSURANCE

2022: MILWAUKEE SYMPHONY ORCHESTRA DENTAL INSURANCE 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2022-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2021: MILWAUKEE SYMPHONY ORCHESTRA DENTAL INSURANCE 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2021-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2020: MILWAUKEE SYMPHONY ORCHESTRA DENTAL INSURANCE 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2019: MILWAUKEE SYMPHONY ORCHESTRA DENTAL INSURANCE 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2019-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2014: MILWAUKEE SYMPHONY ORCHESTRA DENTAL INSURANCE 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2014-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2013: MILWAUKEE SYMPHONY ORCHESTRA DENTAL INSURANCE 2013 form 5500 responses
2013-11-01	Type of plan entity	Single employer plan
2013-11-01	Submission has been amended	No
2013-11-01	This submission is the final filing	No
2013-11-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2013-11-01	Plan is a collectively bargained plan	No
2013-11-01	Plan funding arrangement – General assets of the sponsor	Yes
2013-11-01	Plan benefit arrangement – General assets of the sponsor	Yes
2012: MILWAUKEE SYMPHONY ORCHESTRA DENTAL INSURANCE 2012 form 5500 responses
2012-11-01	Type of plan entity	Single employer plan
2012-11-01	Submission has been amended	No
2012-11-01	This submission is the final filing	No
2012-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-11-01	Plan is a collectively bargained plan	No
2012-11-01	Plan funding arrangement – General assets of the sponsor	Yes
2012-11-01	Plan benefit arrangement – General assets of the sponsor	Yes
2011: MILWAUKEE SYMPHONY ORCHESTRA DENTAL INSURANCE 2011 form 5500 responses
2011-11-01	Type of plan entity	Single employer plan
2011-11-01	Submission has been amended	No
2011-11-01	This submission is the final filing	No
2011-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-11-01	Plan is a collectively bargained plan	No
2011-11-01	Plan funding arrangement – General assets of the sponsor	Yes
2011-11-01	Plan benefit arrangement – General assets of the sponsor	Yes
2009: MILWAUKEE SYMPHONY ORCHESTRA DENTAL INSURANCE 2009 form 5500 responses
2009-11-01	Type of plan entity	Single employer plan
2009-11-01	Submission has been amended	No
2009-11-01	This submission is the final filing	No
2009-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-11-01	Plan is a collectively bargained plan	No
2009-11-01	Plan funding arrangement – General assets of the sponsor	Yes
2009-11-01	Plan benefit arrangement – General assets of the sponsor	Yes

Insurance Providers Used on plan

WYSSTA INSURANCE COMPANY INC. (National Association of Insurance Commissioners NAIC id number: 12352 )

Policy contract number

40093 00000

Policy instance

Insurance contract or identification number	40093 00000
Number of Individuals Covered	64
Insurance policy start date	2918-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $883
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	Yes
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $8,502
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Insurance broker organization code?	3

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Company Name:	MILWAUKEE SYMPHONY ORCHESTRA
Employer identification number (EIN):	396023436
NAIC Classification:	711100
NAIC Description:	Performing Arts Companies