PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. The Yale Club of New York City
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Top hat

The Yale Club of New York City

EIN 13-1489775-hospitality-Latest filing 2025
Plans
4
Retirement
3
$28.2M assets
Health & Benefits
1
$142K premiums
Participants
699
50 VANDERBILT AVENUE - NEW YORK, NY 10017212-716-2118yaleclubnyc.orgLinkedIn201-500 employeeshospitality
Plans on this EIN
4 filings
#002401(k)-$15.6M - 224 part#003401(k)-$6.9M - 116 part#001Traditional DB-$5.7M - 97 part#501Fully insured-$142K - 262 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

3 plans aggregated / $28.2M assets / 437 participants

Assets by plan

Share of aggregate retirement assets

  • YORK CITY 401(K) (#002)$15.6M
  • FOR NON-UNION EMPLOYEES (#003)$6.9M
  • YORK CITY PENSION (#001)$5.7M
Total $28.2MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • ASCENSUS LLC$15.6M
  • (Not disclosed)$12.6M
Total $28.2MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • YORK CITY 401(K) (#002)224
  • FOR NON-UNION EMPLOYEES (#003)116
  • YORK CITY PENSION (#001)97
Total 437Select a row to open it

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
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

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

401(k)

Assets$15.6M
Participants224
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003

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

401(k)

Assets$6.9M
Participants116
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001

THE YALE CLUB OF NEW YORK CITY PENSION PLAN

Traditional DB

Assets$5.7M
Participants97
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

THE YALE CLUB OF NEW YORK CITY EMPLOYEE BENEFITS

Fully insured - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$142K
Covered lives262
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

3 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002THE YALE CLUB OF NEW YORK CITY 401(K) PLAN401(k)$15.6M2242025
#003THE YALE CLUB OF NEW YORK CITY 401(K) FOR NON-UNION EMPLOYEES401(k)$6.9M1162025
#001THE YALE CLUB OF NEW YORK CITY PENSION PLANTraditional DB$5.7M972024
  • THE YALE CLUB OF NEW YORK CITY 401(K) PLAN$15.6M
    #002 · 401(k) · 2025224
  • THE YALE CLUB OF NEW YORK CITY 401(K) FOR NON-UNION EMPLOYEES$6.9M
    #003 · 401(k) · 2025116
  • THE YALE CLUB OF NEW YORK CITY PENSION PLAN$5.7M
    #001 · Traditional DB · 202497

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501THE YALE CLUB OF NEW YORK CITY EMPLOYEE BENEFITSFully insuredTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$142K2622025
  • THE YALE CLUB OF NEW YORK CITY EMPLOYEE BENEFITS$142K
    #501 · Fully insured · THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · 2025262
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica