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  2. THE YALE CLUB OF NEW YORK CITY
Sponsor portfolioTH

THE YALE CLUB OF NEW YORK CITY

EIN 13-1489775-hospitality-Latest filing 2025
Plans
4
Retirement
3
$26.0M assets
Welfare
1
$142K premiums
Participants
689
50 VANDERBILT AVE - NEW YORK, NY 10017212-716-2114yaleclubnyc.orgLinkedIn201-500 employeeshospitality
Plans on this EIN
4 filings
#002401k-$13.5M - 214 part#003401k-$6.9M - 116 part#001TraditionalDB-$5.7M - 97 part#501Fully Insured-$142K - 262 lives

Retirement portfolio analytics

3 plans aggregated / $26.0M assets / 427 participants

Assets by plan

Share of aggregate retirement assets

52%top
  • YORK CITY 401(K) (#002)52%
  • FOR NON-UNION EMPLOYEES (#003)26%
  • YORK CITY PENSION (#001)22%
Total $26.0MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
52%top
  • ASCENSUS LLC52%
  • (Not disclosed)48%
Total $26.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • YORK CITY 401(K) (#002)214
  • FOR NON-UNION EMPLOYEES (#003)116
  • YORK CITY PENSION (#001)97
Total 427Click row to drill in

Benefits portfolio analytics

1 plan / $142K premiums / 262 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$142K
  • Life$142K
  • Long-term disability$142K
  • Other$142K
Total $142K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA100%
Total $142K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ASSUREDPARTNERS100%
Total $27K1 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

THE YALE CLUB OF NEW YORK CITY 401(K) PLAN

401k

Assets$13.5M
Participants214
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

THE YALE CLUB OF NEW YORK CITY 401(K) FOR NON-UNION EMPLOYEES

401k

Assets$6.9M
Participants116
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

THE YALE CLUB OF NEW YORK CITY PENSION PLAN

TraditionalDB

Assets$5.7M
Participants97
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE YALE CLUB OF NEW YORK CITY EMPLOYEE BENEFITS

Fully Insured - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$142K
Covered lives262
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
002THE YALE CLUB OF NEW YORK CITY 401(K) PLAN401k$13.5M2142024
003THE YALE CLUB OF NEW YORK CITY 401(K) FOR NON-UNION EMPLOYEES401k$6.9M1162025
001THE YALE CLUB OF NEW YORK CITY PENSION PLANTraditionalDB$5.7M972024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE YALE CLUB OF NEW YORK CITY EMPLOYEE BENEFITSFully InsuredTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$142K2622025
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