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CAMBRIDGE UNIVERSITY PRESS

EIN 13-1599108-Latest filing 2025
Plans
4
Retirement
3
$121.5M assets
Welfare
1
$4.5M premiums
Participants
1,686
1 LIBERTY PLAZA, 20TH FLOOR - NEW YORK, NY 10013212-924-3900
Plans on this EIN
4 filings
#001403b-$53.3M - 638 part#004MoneyPurchase-$39.6M - 708 part#005TraditionalDB-$28.5M - 145 part#501Fully Insured-$4.5M - 272 lives

Retirement portfolio analytics

3 plans aggregated / $121.5M assets / 1,491 participants

Assets by plan

Share of aggregate retirement assets

44%top
  • DEFERRED ANNUITY PLAN (#001)44%
  • PRESS RETIREMENT PLAN (#004)33%
  • DEFINED BENEFIT PENSION (#005)23%
Total $121.5MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
77%top
  • TIAA77%
  • (Not disclosed)23%
Total $121.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PRESS RETIREMENT PLAN (#004)708
  • DEFERRED ANNUITY PLAN (#001)638
  • DEFINED BENEFIT PENSION (#005)145
Total 1,491Click row to drill in

Benefits portfolio analytics

1 plan / $4.5M premiums / 272 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Prescription drug$4.2M
  • Health$4.2M
  • Vision$4.1M
  • Dental$4.1M
  • Other$262K
  • Life$231K
  • +2 more
Total $4.5M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • ANTHEM LIFE INSURANCE COMPANY90%
  • SUN LIFE ASSURANCE COMPANY OF CANADA5%
  • OXFORD HEALTH INSURANCE, INC.3%
  • UNITED HEALTHCARE INSURANCE COMPANY1%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA1%
  • +2 more
Total $4.5M7 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • RSC INSURANCE BROKERAGE INC100%
  • THOMAS CHRISTOPHER SMITH0%
  • ENROLLEASE-0%
Total $153K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

CAMBRIDGE UNIVERSITY PRESS TAX DEFERRED ANNUITY PLAN

403b

Assets$53.3M
Participants638
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

CAMBRIDGE UNIVERSITY PRESS RETIREMENT PLAN

MoneyPurchase

Assets$39.6M
Participants708
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005

CAMBRIDGE UNIVERSITY DEFINED BENEFIT PENSION PLAN

TraditionalDB

Assets$28.5M
Participants145
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CAMBRIDGE UNIVERSITY PRESS EMPLOYEE MEDICAL PLAN

Fully Insured - ANTHEM BLUE CROSS AND BLUE SHIELD

Premiums$4.5M
Covered lives272
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
001CAMBRIDGE UNIVERSITY PRESS TAX DEFERRED ANNUITY PLAN403b$53.3M6382024
004CAMBRIDGE UNIVERSITY PRESS RETIREMENT PLANMoneyPurchase$39.6M7082024
005CAMBRIDGE UNIVERSITY DEFINED BENEFIT PENSION PLANTraditionalDB$28.5M1452024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CAMBRIDGE UNIVERSITY PRESS EMPLOYEE MEDICAL PLANFully InsuredANTHEM BLUE CROSS AND BLUE SHIELD$4.5M2722025
Retirement plans
Welfare plans
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