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Sponsor portfolioTH

YESHIVA UNIVERSITY

EIN 13-1624225-higher education-Latest filing 2025
Plans
3
Retirement
2
$830.4M assets
Welfare
1
$3.3M premiums
Participants
5,958
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-$3.3M - 1,914 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 / $3.3M premiums / 1,914 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$969K
  • Other$869K
  • Health$819K
  • Life$393K
  • Long-term disability$159K
  • Short-term disability$73K
  • +1 more
Total $3.3M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
29%top
  • DELTA DENTAL OF CALIFORNIA29%
  • UNITEDHEALTHCARE INSURANCE COMPANY25%
  • JOHN HANCOCK LIFE INSURANCE COMPANY21%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY19%
  • GENWORTH LIFE INSURANCE COMPANY3%
  • +2 more
Total $3.3M7 slices

Broker market share

Schedule A broker compensation

Split broker
83%top
  • ROBERT G. RELPH AGENCY, INC.83%
  • GCG FINANCIAL LLC17%
  • BENEFITSTORE INC0%
Total $114K3 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 - DELTA DENTAL OF NEW YORK

Premiums$3.3M
Covered lives1,914
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 InsuredDELTA DENTAL OF NEW YORK$3.3M1,9142025
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