?>
Logo

SEATTLE SYMPHONY SAVINGS PLAN 401k Plan overview

Plan NameSEATTLE SYMPHONY SAVINGS PLAN
Plan identification number 004

SEATTLE SYMPHONY SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

Company Name:SEATTLE SYMPHONY
Employer identification number (EIN):910667412
NAIC Classification:711100
NAIC Description: Performing Arts Companies

Additional information about SEATTLE SYMPHONY

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division
Incorporation Date: 1927-09-19
Company Identification Number: 178008840
Legal Registered Office Address: 200 UNIVERSITY ST

SEATTLE
United States of America (USA)
981013428

More information about SEATTLE SYMPHONY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SEATTLE SYMPHONY SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042022-01-01CHERONNE WONG2023-09-11 CHERONNE WONG2023-09-11
0042021-01-01CHERONNE WONG2022-09-27 CHERONNE WONG2022-09-27
0042020-01-01CHERONNE WONG2021-10-12 CHERONNE WONG2021-10-12
0042019-01-01
0042018-01-01
0042017-01-01MAUREEN MELVILLE
0042017-01-01MAUREEN MELVILLE
0042016-01-01DAVID NEVENS
0042015-01-01DAVID NEVENS DAVID NEVENS2016-10-10
0042014-01-01DAVID NEVENS DAVID NEVENS2015-10-13
0042014-01-01DAVID NEVENS DAVID NEVENS2015-10-12
0042013-01-01DAVID NEVENS
0042012-01-01DAVID NEVENS
0042011-01-01MAUREEN CAMPBELL MELVILLE MAUREEN CAMPBELL MELVILLE2012-10-12
0042009-01-01MAUREEN CAMPBELL MELVILLE MAUREEN CAMPBELL MELVILLE2010-10-15

Plan Statistics for SEATTLE SYMPHONY SAVINGS PLAN

401k plan membership statisitcs for SEATTLE SYMPHONY SAVINGS PLAN

Measure Date Value
2022: SEATTLE SYMPHONY SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01676
Total number of active participants reported on line 7a of the Form 55002022-01-01628
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0190
Total of all active and inactive participants2022-01-01718
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01719
Number of participants with account balances2022-01-01268
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: SEATTLE SYMPHONY SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01630
Total number of active participants reported on line 7a of the Form 55002021-01-01584
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0191
Total of all active and inactive participants2021-01-01675
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01676
Number of participants with account balances2021-01-01256
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011
2020: SEATTLE SYMPHONY SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01720
Total number of active participants reported on line 7a of the Form 55002020-01-01532
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0197
Total of all active and inactive participants2020-01-01629
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01630
Number of participants with account balances2020-01-01278
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: SEATTLE SYMPHONY SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01922
Total number of active participants reported on line 7a of the Form 55002019-01-01628
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0192
Total of all active and inactive participants2019-01-01720
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01720
Number of participants with account balances2019-01-01286
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: SEATTLE SYMPHONY SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,185
Total number of active participants reported on line 7a of the Form 55002018-01-01865
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0157
Total of all active and inactive participants2018-01-01922
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01922
Number of participants with account balances2018-01-01279
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: SEATTLE SYMPHONY SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,132
Total number of active participants reported on line 7a of the Form 55002017-01-011,138
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0147
Total of all active and inactive participants2017-01-011,185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-011,185
Number of participants with account balances2017-01-01263
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: SEATTLE SYMPHONY SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,009
Total number of active participants reported on line 7a of the Form 55002016-01-011,111
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0121
Total of all active and inactive participants2016-01-011,132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-011,132
Number of participants with account balances2016-01-01231
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: SEATTLE SYMPHONY SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01903
Total number of active participants reported on line 7a of the Form 55002015-01-01962
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0147
Total of all active and inactive participants2015-01-011,009
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011,009
Number of participants with account balances2015-01-01230
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: SEATTLE SYMPHONY SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01805
Total number of active participants reported on line 7a of the Form 55002014-01-01862
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0141
Total of all active and inactive participants2014-01-01903
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01903
Number of participants with account balances2014-01-01208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: SEATTLE SYMPHONY SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01715
Total number of active participants reported on line 7a of the Form 55002013-01-01768
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0137
Total of all active and inactive participants2013-01-01805
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01805
Number of participants with account balances2013-01-01194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: SEATTLE SYMPHONY SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01737
Total number of active participants reported on line 7a of the Form 55002012-01-01668
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0147
Total of all active and inactive participants2012-01-01715
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01715
Number of participants with account balances2012-01-01200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: SEATTLE SYMPHONY SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01698
Total number of active participants reported on line 7a of the Form 55002011-01-01699
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0138
Total of all active and inactive participants2011-01-01737
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01737
Number of participants with account balances2011-01-01183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: SEATTLE SYMPHONY SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01820
Total number of active participants reported on line 7a of the Form 55002009-01-01730
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0117
Total of all active and inactive participants2009-01-01747
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01747
Number of participants with account balances2009-01-01177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on SEATTLE SYMPHONY SAVINGS PLAN

Measure Date Value
2022 : SEATTLE SYMPHONY SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-5,148,630
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$3,929,712
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,861,293
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,580,751
Value of total assets at end of year2022-12-31$37,442,320
Value of total assets at beginning of year2022-12-31$46,520,662
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$68,419
Total interest from all sources2022-12-31$132,024
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,207,986
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,207,986
Administrative expenses professional fees incurred2022-12-31$68,419
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$2,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,534,450
Participant contributions at end of year2022-12-31$165,255
Participant contributions at beginning of year2022-12-31$86,240
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$882,414
Total non interest bearing cash at end of year2022-12-31$4,761
Total non interest bearing cash at beginning of year2022-12-31$11,169
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-9,078,342
Value of net assets at end of year (total assets less liabilities)2022-12-31$37,442,320
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$46,520,662
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$32,950,511
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$41,776,001
Interest on participant loans2022-12-31$5,265
Interest earned on other investments2022-12-31$126,759
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$4,315,675
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$4,647,252
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-9,069,391
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$163,887
Employer contributions (assets) at end of year2022-12-31$6,118
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,861,293
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CLARK NUBER P.S.
Accountancy firm EIN2022-12-31911194016
2021 : SEATTLE SYMPHONY SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$7,441,036
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,668,081
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,618,169
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,376,881
Value of total assets at end of year2021-12-31$46,520,662
Value of total assets at beginning of year2021-12-31$40,747,707
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$49,912
Total interest from all sources2021-12-31$46,521
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,116,827
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$2,116,827
Administrative expenses professional fees incurred2021-12-31$49,912
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,230,560
Participant contributions at end of year2021-12-31$86,240
Participant contributions at beginning of year2021-12-31$78,007
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$8,225
Total non interest bearing cash at end of year2021-12-31$11,169
Total non interest bearing cash at beginning of year2021-12-31$9,646
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$5,772,955
Value of net assets at end of year (total assets less liabilities)2021-12-31$46,520,662
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$40,747,707
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$41,776,001
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$36,348,402
Interest on participant loans2021-12-31$4,802
Interest earned on other investments2021-12-31$41,719
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$4,647,252
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$4,308,323
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,900,807
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$138,096
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$3,329
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,618,169
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CLARK NUBER P.S.
Accountancy firm EIN2021-12-31911194016
2020 : SEATTLE SYMPHONY SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$7,798,478
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,938,211
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,868,293
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,361,009
Value of total assets at end of year2020-12-31$40,747,707
Value of total assets at beginning of year2020-12-31$35,887,440
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$69,918
Total interest from all sources2020-12-31$139,509
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$814,115
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$814,115
Administrative expenses professional fees incurred2020-12-31$69,918
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,178,208
Participant contributions at end of year2020-12-31$78,007
Participant contributions at beginning of year2020-12-31$91,292
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$66,803
Total non interest bearing cash at end of year2020-12-31$9,646
Total non interest bearing cash at beginning of year2020-12-31$23,582
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$4,860,267
Value of net assets at end of year (total assets less liabilities)2020-12-31$40,747,707
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$35,887,440
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$36,348,402
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$31,451,838
Interest on participant loans2020-12-31$3,359
Interest earned on other investments2020-12-31$136,150
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$4,308,323
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$4,320,728
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$5,483,845
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$115,998
Employer contributions (assets) at end of year2020-12-31$3,329
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,868,293
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CLARK NUBER, P.S.
Accountancy firm EIN2020-12-31911194016
2019 : SEATTLE SYMPHONY SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$8,319,791
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,044,249
Total of all expenses incurred2019-12-31$1,044,249
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$979,797
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$979,797
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,808,751
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,808,751
Value of total assets at end of year2019-12-31$35,887,440
Value of total assets at end of year2019-12-31$35,887,440
Value of total assets at beginning of year2019-12-31$28,611,898
Value of total assets at beginning of year2019-12-31$28,611,898
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$64,452
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$64,452
Total interest from all sources2019-12-31$145,437
Total interest from all sources2019-12-31$145,437
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,390,249
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,390,249
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$64,452
Administrative expenses professional fees incurred2019-12-31$64,452
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,000,000
Value of fidelity bond cover2019-12-31$2,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,585,941
Contributions received from participants2019-12-31$1,585,941
Participant contributions at end of year2019-12-31$91,292
Participant contributions at end of year2019-12-31$91,292
Participant contributions at beginning of year2019-12-31$76,586
Participant contributions at beginning of year2019-12-31$76,586
Participant contributions at beginning of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$85,163
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$85,163
Total non interest bearing cash at end of year2019-12-31$23,582
Total non interest bearing cash at end of year2019-12-31$23,582
Total non interest bearing cash at beginning of year2019-12-31$75,585
Total non interest bearing cash at beginning of year2019-12-31$75,585
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$7,275,542
Value of net income/loss2019-12-31$7,275,542
Value of net assets at end of year (total assets less liabilities)2019-12-31$35,887,440
Value of net assets at end of year (total assets less liabilities)2019-12-31$35,887,440
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$28,611,898
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$28,611,898
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$31,451,838
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$31,451,838
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$24,254,342
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$24,254,342
Interest on participant loans2019-12-31$3,550
Interest on participant loans2019-12-31$3,550
Interest earned on other investments2019-12-31$141,887
Interest earned on other investments2019-12-31$141,887
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$4,320,728
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$4,320,728
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$4,205,385
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$4,205,385
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,975,354
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,975,354
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$137,647
Contributions received in cash from employer2019-12-31$137,647
Employer contributions (assets) at beginning of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Income. Dividends from preferred stock2019-12-31$1,390,249
Income. Dividends from preferred stock2019-12-31$1,390,249
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$979,797
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$979,797
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CLARK NUBER, PS
Accountancy firm name2019-12-31CLARK NUBER, PS
Accountancy firm EIN2019-12-31911194016
Accountancy firm EIN2019-12-31911194016
2018 : SEATTLE SYMPHONY SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$551,415
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,907,870
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,851,568
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,857,030
Value of total assets at end of year2018-12-31$28,611,898
Value of total assets at beginning of year2018-12-31$29,968,353
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$56,302
Total interest from all sources2018-12-31$3,782
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,378,372
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,378,372
Administrative expenses professional fees incurred2018-12-31$56,302
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,536,421
Participant contributions at end of year2018-12-31$76,586
Participant contributions at beginning of year2018-12-31$99,343
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$42,658
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$165,139
Other income not declared elsewhere2018-12-31$135,121
Total non interest bearing cash at end of year2018-12-31$75,585
Total non interest bearing cash at beginning of year2018-12-31$43,331
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,356,455
Value of net assets at end of year (total assets less liabilities)2018-12-31$28,611,898
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$29,968,353
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$24,254,342
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$25,635,071
Interest on participant loans2018-12-31$3,782
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$46,272
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$46,272
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$4,205,385
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$4,095,778
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,822,890
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$155,470
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$5,900
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,851,568
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CLARK NUBER, PS
Accountancy firm EIN2018-12-31911194016
2017 : SEATTLE SYMPHONY SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$7,196,249
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,564,288
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,516,556
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,864,561
Value of total assets at end of year2017-12-31$29,968,353
Value of total assets at beginning of year2017-12-31$25,336,392
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$47,732
Total interest from all sources2017-12-31$5,202
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$898,827
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$898,827
Administrative expenses professional fees incurred2017-12-31$47,732
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,545,996
Participant contributions at end of year2017-12-31$99,343
Participant contributions at beginning of year2017-12-31$146,323
Participant contributions at end of year2017-12-31$42,658
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,182,165
Other income not declared elsewhere2017-12-31$94,393
Total non interest bearing cash at end of year2017-12-31$43,331
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$4,631,961
Value of net assets at end of year (total assets less liabilities)2017-12-31$29,968,353
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$25,336,392
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$25,635,071
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$21,540,884
Interest on participant loans2017-12-31$5,202
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$46,272
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$136,276
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$136,276
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$4,095,778
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$3,512,909
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,333,266
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$136,400
Employer contributions (assets) at end of year2017-12-31$5,900
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,516,556
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CLARK NUBER PS
Accountancy firm EIN2017-12-31911194016
2016 : SEATTLE SYMPHONY SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$3,992,424
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$566,182
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$547,134
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,227,963
Value of total assets at end of year2016-12-31$25,336,392
Value of total assets at beginning of year2016-12-31$21,910,150
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$19,048
Total interest from all sources2016-12-31$123,282
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$351,861
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$19,048
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,432,873
Participant contributions at end of year2016-12-31$146,323
Participant contributions at beginning of year2016-12-31$164,315
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$795,090
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$3,426,242
Value of net assets at end of year (total assets less liabilities)2016-12-31$25,336,392
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$21,910,150
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$21,540,884
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$18,413,932
Interest on participant loans2016-12-31$6,719
Interest earned on other investments2016-12-31$116,437
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$136,276
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$155,751
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$155,751
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$126
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$3,512,909
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$3,176,152
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,289,318
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Income. Dividends from preferred stock2016-12-31$351,861
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$547,134
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CLARK NUBER PS
Accountancy firm EIN2016-12-31911194016
2015 : SEATTLE SYMPHONY SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,721,389
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,085,399
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,084,104
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,654,452
Value of total assets at end of year2015-12-31$21,910,150
Value of total assets at beginning of year2015-12-31$21,274,160
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,295
Total interest from all sources2015-12-31$116,597
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$344,290
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$344,290
Administrative expenses professional fees incurred2015-12-31$1,295
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,392,333
Participant contributions at end of year2015-12-31$164,315
Participant contributions at beginning of year2015-12-31$140,085
Participant contributions at beginning of year2015-12-31$3,785
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$262,119
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$1,526
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$635,990
Value of net assets at end of year (total assets less liabilities)2015-12-31$21,910,150
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$21,274,160
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$18,413,932
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$17,274,562
Interest on participant loans2015-12-31$7,557
Interest earned on other investments2015-12-31$109,034
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$155,751
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,566,996
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,566,996
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$6
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$3,176,152
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$2,287,206
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-393,950
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,084,104
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CLARK NUBER PS
Accountancy firm EIN2015-12-31911194016
2014 : SEATTLE SYMPHONY SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$27,495
Total income from all sources (including contributions)2014-12-31$2,726,480
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,981,563
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,980,252
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,432,661
Value of total assets at end of year2014-12-31$21,274,160
Value of total assets at beginning of year2014-12-31$20,556,738
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,311
Total interest from all sources2014-12-31$5,474
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,001,805
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,001,805
Administrative expenses professional fees incurred2014-12-31$1,311
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,256,849
Participant contributions at end of year2014-12-31$140,085
Participant contributions at beginning of year2014-12-31$117,522
Participant contributions at end of year2014-12-31$3,785
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$175,812
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$113
Liabilities. Value of operating payables at beginning of year2014-12-31$-250
Total non interest bearing cash at end of year2014-12-31$1,526
Total non interest bearing cash at beginning of year2014-12-31$199,576
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$744,917
Value of net assets at end of year (total assets less liabilities)2014-12-31$21,274,160
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$20,529,243
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$17,274,562
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$16,625,917
Interest on participant loans2014-12-31$5,332
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,566,996
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,360,647
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,360,647
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$142
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$2,287,206
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$2,253,076
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$286,540
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,980,252
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$27,632
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31CLARK NUBER PS
Accountancy firm EIN2014-12-31911194016
2013 : SEATTLE SYMPHONY SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$27,495
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$4,792,459
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,362,583
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,360,703
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,360,921
Value of total assets at end of year2013-12-31$20,556,738
Value of total assets at beginning of year2013-12-31$17,099,367
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,880
Total interest from all sources2013-12-31$5,185
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$583,878
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$583,878
Administrative expenses professional fees incurred2013-12-31$1,880
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,157,207
Participant contributions at end of year2013-12-31$117,522
Participant contributions at beginning of year2013-12-31$89,330
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$203,714
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$113
Liabilities. Value of operating payables at end of year2013-12-31$-250
Total non interest bearing cash at end of year2013-12-31$199,576
Total non interest bearing cash at beginning of year2013-12-31$44
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$3,429,876
Value of net assets at end of year (total assets less liabilities)2013-12-31$20,529,243
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$17,099,367
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$16,625,917
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$13,364,539
Interest on participant loans2013-12-31$5,039
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,360,647
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,426,042
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,426,042
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$146
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$2,253,076
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$2,219,412
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,842,475
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,360,703
Liabilities. Value of benefit claims payable at end of year2013-12-31$27,632
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31CLARK NUBER PS
Accountancy firm EIN2013-12-31911194016
2012 : SEATTLE SYMPHONY SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$2,878,105
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,225,158
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,223,713
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,124,117
Value of total assets at end of year2012-12-31$17,099,367
Value of total assets at beginning of year2012-12-31$15,446,420
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,445
Total interest from all sources2012-12-31$5,171
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$509,135
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$509,135
Administrative expenses professional fees incurred2012-12-31$1,445
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,124,117
Participant contributions at end of year2012-12-31$89,330
Participant contributions at beginning of year2012-12-31$116,401
Total non interest bearing cash at end of year2012-12-31$44
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,652,947
Value of net assets at end of year (total assets less liabilities)2012-12-31$17,099,367
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$15,446,420
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$13,364,539
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$11,292,726
Interest on participant loans2012-12-31$5,015
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,426,042
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,627,574
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,627,574
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$156
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$2,219,412
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$2,409,719
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,239,682
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,223,713
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31CLARK NUBER PS
Accountancy firm EIN2012-12-31911194016
2011 : SEATTLE SYMPHONY SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$819,231
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$465,754
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$464,587
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,025,620
Value of total assets at end of year2011-12-31$15,446,420
Value of total assets at beginning of year2011-12-31$15,092,943
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,167
Total interest from all sources2011-12-31$5,711
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$326,014
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$326,014
Administrative expenses professional fees incurred2011-12-31$1,167
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$971,277
Participant contributions at end of year2011-12-31$116,401
Participant contributions at beginning of year2011-12-31$109,358
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$54,343
Liabilities. Value of operating payables at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$353,477
Value of net assets at end of year (total assets less liabilities)2011-12-31$15,446,420
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$15,092,943
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$11,292,726
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$11,274,450
Interest on participant loans2011-12-31$5,556
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,627,574
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,245,974
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,245,974
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$155
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$2,409,719
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$2,463,161
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-538,114
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$464,587
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31CLARK NUBER PS
Accountancy firm EIN2011-12-31911194016
2010 : SEATTLE SYMPHONY SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$86
Total income from all sources (including contributions)2010-12-31$2,452,454
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$2,103,363
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,102,043
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$976,311
Value of total assets at end of year2010-12-31$15,092,943
Value of total assets at beginning of year2010-12-31$14,743,938
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,320
Total interest from all sources2010-12-31$5,333
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$346,864
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$346,864
Administrative expenses professional fees incurred2010-12-31$1,320
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$976,311
Participant contributions at end of year2010-12-31$109,358
Participant contributions at beginning of year2010-12-31$69,976
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$0
Liabilities. Value of operating payables at end of year2010-12-31$0
Liabilities. Value of operating payables at beginning of year2010-12-31$86
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$349,091
Value of net assets at end of year (total assets less liabilities)2010-12-31$15,092,943
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$14,743,852
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$11,274,450
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$10,828,738
Interest on participant loans2010-12-31$5,197
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,245,974
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,290,290
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,290,290
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$136
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$2,463,161
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$2,554,934
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,123,946
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,102,043
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31CLARK NUBER PS
Accountancy firm EIN2010-12-31911194016
2009 : SEATTLE SYMPHONY SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for SEATTLE SYMPHONY SAVINGS PLAN

2022: SEATTLE SYMPHONY SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulitple employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SEATTLE SYMPHONY SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulitple employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SEATTLE SYMPHONY SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulitple employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SEATTLE SYMPHONY SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulitple employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SEATTLE SYMPHONY SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulitple employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SEATTLE SYMPHONY SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulitple employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SEATTLE SYMPHONY SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulitple employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SEATTLE SYMPHONY SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulitple employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SEATTLE SYMPHONY SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulitple employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SEATTLE SYMPHONY SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulitple employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SEATTLE SYMPHONY SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulitple employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SEATTLE SYMPHONY SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulitple employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: SEATTLE SYMPHONY SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulitple employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract numberLP1024055
Policy instance 2
Insurance contract or identification numberLP1024055
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?Yes
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809657
Policy instance 1
Insurance contract or identification number809657
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract numberLP1024055
Policy instance 2
Insurance contract or identification numberLP1024055
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?Yes
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809657
Policy instance 1
Insurance contract or identification number809657
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract numberLP1024055
Policy instance 2
Insurance contract or identification numberLP1024055
Number of Individuals Covered27
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?Yes
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809657
Policy instance 1
Insurance contract or identification number809657
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract numberLP1024055
Policy instance 2
Insurance contract or identification numberLP1024055
Number of Individuals Covered30
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?Yes
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809657
Policy instance 1
Insurance contract or identification number809657
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809657
Policy instance 1
Insurance contract or identification number809657
Number of Individuals Covered922
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract numberLP1024055
Policy instance 2
Insurance contract or identification numberLP1024055
Number of Individuals Covered30
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?Yes
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract numberLP1024055
Policy instance 2
Insurance contract or identification numberLP1024055
Number of Individuals Covered30
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?Yes
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809657
Policy instance 1
Insurance contract or identification number809657
Number of Individuals Covered1185
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract numberLP1024055
Policy instance 2
Insurance contract or identification numberLP1024055
Number of Individuals Covered34
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?Yes
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809657
Policy instance 1
Insurance contract or identification number809657
Number of Individuals Covered1009
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract numberLP1024055
Policy instance 1
Insurance contract or identification numberLP1024055
Number of Individuals Covered34
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?Yes
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract numberLP1024055
Policy instance 1
Insurance contract or identification numberLP1024055
Number of Individuals Covered36
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?Yes
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract numberLP1024055
Policy instance 1
Insurance contract or identification numberLP1024055
Number of Individuals Covered38
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?Yes
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract numberLP1024055
Policy instance 1
Insurance contract or identification numberLP1024055
Number of Individuals Covered39
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?Yes
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract numberLP1024055
Policy instance 1
Insurance contract or identification numberLP1024055
Number of Individuals Covered43
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?Yes
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3