PlanOptica
Pricing
Sign inSign up free
  1. Companies/
  2. NORTHEASTERN UNIVERSITY
Sponsor portfolioTH

NORTHEASTERN UNIVERSITY

EIN 04-1679980-higher education-Latest filing 2025
Plans
2
Retirement
1
$2.64B assets
Welfare
1
$5.4M premiums
Participants
20,673
360 HUNTINGTON AVENUE - BOSTON, MA 02115617-373-2111northeastern.edu/criLinkedIn5001-10000 employeeshigher education
Plans on this EIN
2 filings
#001403b-$2.64B - 14,053 part#505Mixed-$5.4M - 7,585 lives

Benefits portfolio analytics

1 plan / $5.4M premiums / 7,585 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$2.2M
  • Long-term disability$1.8M
  • Other$769K
  • Vision$580K
Total $5.4M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
75%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY75%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY11%
  • JOHN HANCOCK LIFE INSURANCE COMPANY8%
  • METROPOLITAN LIFE INSURANCE COMPANY6%
Total $5.4M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • BROWN & BROWN INSURANCE SERVICES100%
Total $283K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

NORTHEASTERN UNIVERSITY RETIREMENT PLAN

403b

Assets$2.64B
Participants14,053
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

NORTHEASTERN UNIVERSITY WELFARE BENEFITS PLAN

Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$5.4M
Covered lives7,585
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001NORTHEASTERN UNIVERSITY RETIREMENT PLAN403b$2.64B14,0532024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505NORTHEASTERN UNIVERSITY WELFARE BENEFITS PLANMixedLINCOLN NATIONAL LIFE INSURANCE COMPANY$5.4M7,5852025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica