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MOUNT SINAI HEALTH SYSTEM

EIN 13-1624096-hospital & health care-Latest filing 2025
Plans
5
Retirement
2
$9.52B assets
Welfare
3
$28.8M premiums
Participants
113,001
150 EAST 42ND STREET - NEW YORK, NY 10017646-605-4620LinkedIn10001+ employeeshospital & health care
Plans on this EIN
5 filings
#005403b-$9.49B - 75,936 part#006TraditionalDB-$24.5M - 129 part#525Fully Insured-$28.4M - 26,245 lives#520Fully Insured-$392K - 279 lives#521Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $9.52B assets / 76,065 participants

Assets by plan

Share of aggregate retirement assets

100%top
  • 403(B) RETIREMENT PLAN (#005)100%
  • HOSPITAL PHARMACY ASSOCIATION (#006)0%
Total $9.52BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • TIAA100%
  • (Not disclosed)0%
Total $9.52BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 403(B) RETIREMENT PLAN (#005)75,936
  • HOSPITAL PHARMACY ASSOCIATION (#006)129
Total 76,065Click row to drill in

Benefits portfolio analytics

3 plans / $28.8M premiums / 26,524 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$15.2M
  • Life$11.9M
  • Short-term disability$11.8M
  • Long-term disability$11.8M
  • Other$11.8M
  • Vision$1.3M
  • +1 more
Total $28.8M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
52%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY52%
  • HARTFORD LIFE AND ACCIDENT41%
  • UNITEDHEALTHCARE INSURANCE COMPANY5%
  • AETNA LIFE INSURANCE COMPANY1%
  • TRANSAMERICA LIFE INSURANCE COMPANY1%
Total $28.8M5 slices

Broker market share

Schedule A broker compensation

Split broker
77%top
  • MERCER HEALTH AND BENEFITS, LLC77%
  • AMWINS19%
  • WEB TPA4%
Total $265K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#005

THE MOUNT SINAI MEDICAL CENTER 403(B) RETIREMENT PLAN

403b

Assets$9.49B
Participants75,936
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#006

THE PENSION PLAN FOR MEMBERS OF THE MOUNT SINAI HOSPITAL PHARMACY ASSOCIATION

TraditionalDB

Assets$24.5M
Participants129
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#525

MOUNT SINAI HEALTH SYSTEM WELFARE BENEFITS PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$28.4M
Covered lives26,245
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#520

MOUNT SINAI HEALTH SYSTEM RETIREE HEALTH AND WELFARE PLAN

Fully Insured - TRANSAMERICA INSURANCE COMPANY

Premiums$392K
Covered lives279
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#521

MOUNT SINAI HEALTH SYSTEM SEVERANCE PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
005THE MOUNT SINAI MEDICAL CENTER 403(B) RETIREMENT PLAN403b$9.49B75,9362024
006THE PENSION PLAN FOR MEMBERS OF THE MOUNT SINAI HOSPITAL PHARMACY ASSOCIATIONTraditionalDB$24.5M1292024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
525MOUNT SINAI HEALTH SYSTEM WELFARE BENEFITS PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$28.4M26,2452025
520MOUNT SINAI HEALTH SYSTEM RETIREE HEALTH AND WELFARE PLANFully InsuredTRANSAMERICA INSURANCE COMPANY$392K2792025
521MOUNT SINAI HEALTH SYSTEM SEVERANCE PLANSelf Funded-$002025
Retirement plans
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