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Sponsor portfolioTH

CARNEGIE CORPORATION OF NEW YORK

EIN 13-1628151-non-profit organization management-Latest filing 2025
Plans
5
Retirement
3
$129.7M assets
Welfare
2
$4.4M premiums
Participants
846
437 MADISON AVENUE - NEW YORK, NY 10022212-207-6242carnegie.orgLinkedIn51-200 employeesnon-profit organization management
Plans on this EIN
5 filings
#001MoneyPurchase-$95.5M - 363 part#003403b-$33.2M - 166 part#002TraditionalDB-$949K - 62 part#501Fully Insured-$4.4M - 133 lives#503Fully Insured-$56K - 128 lives

Retirement portfolio analytics

3 plans aggregated / $129.7M assets / 591 participants

Assets by plan

Share of aggregate retirement assets

74%top
  • CONTRIBUTION RETIREMENT PLAN (#001)74%
  • TAX-DEFERRED ANNUITY PLAN (#003)26%
  • YORK SUPPLEMENTAL PENSION (#002)1%
Total $129.7MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
74%top
  • TIAA74%
  • (Not disclosed)26%
Total $129.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CONTRIBUTION RETIREMENT PLAN (#001)363
  • TAX-DEFERRED ANNUITY PLAN (#003)166
  • YORK SUPPLEMENTAL PENSION (#002)62
Total 591Click row to drill in

Benefits portfolio analytics

2 plans / $4.4M premiums / 261 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.4M
  • Dental$4.4M
  • Other$56K
Total $4.4M3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
99%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY99%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA1%
Total $4.4M2 slices

Broker market share

Schedule A broker compensation

Split broker
93%top
  • HUB INTERNATIONAL MIDWEST LIMITED93%
  • BENEFIT ANALYSIS INC6%
  • ASSUREDPARTNERS1%
Total $112K3 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

CARNEGIE CORPORATION OF NEW YORK DEFINED CONTRIBUTION RETIREMENT PLAN

MoneyPurchase

Assets$95.5M
Participants363
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

CARNEGIE CORPORATION OF NEW YORK TAX-DEFERRED ANNUITY PLAN

403b

Assets$33.2M
Participants166
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

CARNEGIE CORPORATION OF NEW YORK SUPPLEMENTAL PENSION PLAN

TraditionalDB

Assets$949K
Participants62
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CARNEGIE CORPORATION OF NEW YORK MEDICAL PLAN

Fully Insured - CIGNA

Premiums$4.4M
Covered lives133
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

CARNEGIE CORPORATION OF NY LONG-TERM CARE PLAN

Fully Insured - FIRST UNUM LIFE INSURANCE COMPANY

Premiums$56K
Covered lives128
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
001CARNEGIE CORPORATION OF NEW YORK DEFINED CONTRIBUTION RETIREMENT PLANMoneyPurchase$95.5M3632024
003CARNEGIE CORPORATION OF NEW YORK TAX-DEFERRED ANNUITY PLAN403b$33.2M1662024
002CARNEGIE CORPORATION OF NEW YORK SUPPLEMENTAL PENSION PLANTraditionalDB$949K622025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CARNEGIE CORPORATION OF NEW YORK MEDICAL PLANFully InsuredCIGNA$4.4M1332024
503CARNEGIE CORPORATION OF NY LONG-TERM CARE PLANFully InsuredFIRST UNUM LIFE INSURANCE COMPANY$56K1282024
Retirement plans
Welfare plans
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