PlanOptica
Pricing
Sign inSign up free
  1. Companies/
  2. YESHIVA UNIVERSITY
Sponsor portfolioTH

YESHIVA UNIVERSITY

EIN 13-1624225-higher education-Latest filing 2024
Plans
3
Retirement
2
$830.4M assets
Welfare
1
$3.6M premiums
Participants
5,947
500 WEST 185TH STREET - NEW YORK, NY 10033646-592-4337LinkedIn501-1000 employeeshigher education
Plans on this EIN
3 filings
#001403b-$734.3M - 4,001 part#005403b-$96.0M - 905 part#501Fully Insured-$3.6M - 1,934 lives

Retirement portfolio analytics

2 plans aggregated / $830.4M assets / 4,906 participants

Assets by plan

Share of aggregate retirement assets

88%top
  • PLAN (BASIC PLAN) (#001)88%
  • AFTER-TAX ANNUITY PLAN (#005)12%
Total $830.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN (BASIC PLAN) (#001)4,001
  • AFTER-TAX ANNUITY PLAN (#005)905
Total 4,906Click row to drill in

Benefits portfolio analytics

1 plan / $3.6M premiums / 1,934 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.1M
  • Dental$951K
  • Other$802K
  • Life$425K
  • Long-term disability$167K
  • Short-term disability$72K
  • +1 more
Total $3.6M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
30%top
  • UNITEDHEALTHCARE INSURANCE COMPANY30%
  • DELTA DENTAL OF CALIFORNIA27%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY19%
  • JOHN HANCOCK LIFE INSURANCE COMPANY18%
  • GENWORTH LIFE INSURANCE COMPANY3%
  • +2 more
Total $3.6M7 slices

Broker market share

Schedule A broker compensation

Split broker
95%top
  • ROBERT G. RELPH AGENCY, INC.95%
  • LOCKTON COMPANIES, LLC4%
  • BENEFITSTORE INC1%
Total $51K3 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

YESHIVA UNIVERSITY RETIREMENT INCOME PLAN (BASIC PLAN)

403b

Assets$734.3M
Participants4,001
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005

YESHIVA UNIVERSITY AFTER-TAX ANNUITY PLAN

403b

Assets$96.0M
Participants905
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

YESHIVA UNIVERSITY HEALTH AND WELFARE PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$3.6M
Covered lives1,934
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001YESHIVA UNIVERSITY RETIREMENT INCOME PLAN (BASIC PLAN)403b$734.3M4,0012024
005YESHIVA UNIVERSITY AFTER-TAX ANNUITY PLAN403b$96.0M9052024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501YESHIVA UNIVERSITY HEALTH AND WELFARE PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$3.6M1,9342024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica