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YALE UNIVERSITY

EIN 06-0646973-higher education-Latest filing 2025
Plans
6
Retirement
4
$12.10B assets
Welfare
2
$44.5M premiums
Participants
119,897
221 WHITNEY AVENUE - NEW HAVEN, CT 06521203-432-5552yale.eduLinkedIn10001+ employeeshigher education
Plans on this EIN
6 filings
#001403b-$8.34B - 25,753 part#002TraditionalDB-$2.28B - 13,392 part#004403b-$873.9M - 24,635 part#005403b-$602.0M - 8,440 part#525Fully Insured-$34.0M - 48,355 lives#524Fully Insured-$10.5M - 2,845 lives

Retirement portfolio analytics

4 plans aggregated / $12.10B assets / 72,220 participants

Assets by plan

Share of aggregate retirement assets

69%top
  • RETIREMENT ACCOUNT PLAN (#001)69%
  • FOR STAFF EMPLOYEES (#002)19%
  • TAX-DEFERRED 403(B) Savings (#004)7%
  • MATCHING RETIREMENT PLAN (#005)5%
Total $12.10BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
81%top
  • TIAA81%
  • (Not disclosed)19%
Total $12.10BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • RETIREMENT ACCOUNT PLAN (#001)25,753
  • TAX-DEFERRED 403(B) Savings (#004)24,635
  • FOR STAFF EMPLOYEES (#002)13,392
  • MATCHING RETIREMENT PLAN (#005)8,440
Total 72,220Click row to drill in

Benefits portfolio analytics

2 plans / $44.5M premiums / 51,200 covered lives

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • AETNA LIFE INSURANCE COMPANY100%
Total $10.5M1 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

YALE UNIVERSITY RETIREMENT ACCOUNT PLAN

403b

Assets$8.34B
Participants25,753
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

YALE UNIVERSITY RETIREMENT PLAN FOR STAFF EMPLOYEES

TraditionalDB

Assets$2.28B
Participants13,392
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

YALE UNIVERSITY TAX-DEFERRED 403(B) SAVINGS PLAN

403b

Assets$873.9M
Participants24,635
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005

YALE UNIVERSITY MATCHING RETIREMENT PLAN

403b

Assets$602.0M
Participants8,440
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#525

YALE UNIVERSITY WELFARE & FRINGE BENEFIT PLAN

Fully Insured - DELTA DENTAL OF NEW JERSEY, INC.

Premiums$34.0M
Covered lives48,355
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#524

YALE UNIVERSITY PLAN OF HEALTH COVERAGE FOR RETIRED EMPLOYEES

Fully Insured - AETNA LIFE INSURANCE CO.

Premiums$10.5M
Covered lives2,845
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans4

Plan #NameTypeAssetsParticipantsLatest year
001YALE UNIVERSITY RETIREMENT ACCOUNT PLAN403b$8.34B25,7532024
002YALE UNIVERSITY RETIREMENT PLAN FOR STAFF EMPLOYEESTraditionalDB$2.28B13,3922025
004YALE UNIVERSITY TAX-DEFERRED 403(B) SAVINGS PLAN403b$873.9M24,6352024
005YALE UNIVERSITY MATCHING RETIREMENT PLAN403b$602.0M8,4402024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
525YALE UNIVERSITY WELFARE & FRINGE BENEFIT PLANFully InsuredDELTA DENTAL OF NEW JERSEY, INC.$34.0M48,3552024
524YALE UNIVERSITY PLAN OF HEALTH COVERAGE FOR RETIRED EMPLOYEESFully InsuredAETNA LIFE INSURANCE CO.$10.5M2,8452025
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