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

TUFTS UNIVERSITY

EIN 04-2103634-higher education-Latest filing 2025
Plans
5
Retirement
2
$2.04B assets
Welfare
3
$6.6M premiums
Participants
25,312
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-$5.1M - 6,040 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 / $6.6M premiums / 6,246 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$4.7M
  • Life$3.9M
  • Long-term disability$3.9M
  • Health$1.5M
  • Vision$409K
Total $6.6M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
59%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA59%
  • BLUE CROSS OF CALIFORNIA23%
  • EYEMED VISION CARE6%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA6%
  • CONTINENTAL CASUALTY COMPANY6%
  • +3 more
Total $6.6M8 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • WILLIS TOWERS WATSON US LLC100%
Total $240K1 slice

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$5.1M
Covered lives6,040
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$5.1M6,0402025
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
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