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TUFTS UNIVERSITY

EIN 04-2103634-higher education-Latest filing 2025
Plans
5
Retirement
2
$2.04B assets
Welfare
3
$6.8M premiums
Participants
25,477
80 GEORGE STREET - MEDFORD, MA 02155617-627-3270LinkedIn5001-10000 employeeshigher education
Plans on this EIN
5 filings
#002MoneyPurchase-$1.04B - 10,062 part#001403b-$996.1M - 9,141 part#501Mixed-$5.3M - 6,033 lives#601Fully Insured-$1.5M - 206 lives#602Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $2.04B assets / 19,203 participants

Assets by plan

Share of aggregate retirement assets

51%top
  • BASIC RETIREMENT PLAN (#002)51%
  • VOLUNTARY RETIREMENT PLAN (#001)49%
Total $2.04BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • BASIC RETIREMENT PLAN (#002)10,062
  • VOLUNTARY RETIREMENT PLAN (#001)9,141
Total 19,203Click row to drill in

Benefits portfolio analytics

3 plans / $6.8M premiums / 6,239 covered lives

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
100%top
  • BLUE CROSS OF CALIFORNIA100%
  • DELTA DENTAL OF CALIFORNIA0%
Total $1.5M2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

TUFTS UNIVERSITY BASIC RETIREMENT PLAN

MoneyPurchase

Assets$1.04B
Participants10,062
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

TUFTS UNIVERSITY VOLUNTARY RETIREMENT PLAN

403b

Assets$996.1M
Participants9,141
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

TUFTS UNIVERSITY GROUP WELFARE BENEFIT PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$5.3M
Covered lives6,033
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#601

TUFTS UNIVERSITY POSTDOCTORAL MEDICAL BENEFIT PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.

Premiums$1.5M
Covered lives206
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#602

TUFTS UNIVERSITY POST RETIREMENT MEDICAL PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002TUFTS UNIVERSITY BASIC RETIREMENT PLANMoneyPurchase$1.04B10,0622024
001TUFTS UNIVERSITY VOLUNTARY RETIREMENT PLAN403b$996.1M9,1412024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
501TUFTS UNIVERSITY GROUP WELFARE BENEFIT PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$5.3M6,0332024
601TUFTS UNIVERSITY POSTDOCTORAL MEDICAL BENEFIT PLANFully InsuredBLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.$1.5M2062025
602TUFTS UNIVERSITY POST RETIREMENT MEDICAL PLANSelf Funded-$002025
Retirement plans
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