Assets by plan
Share of aggregate retirement assets
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
3 plans aggregated / $144.8M assets / 591 participants
Share of aggregate retirement assets
DC plan assets by Schedule C recordkeeper
Active + retired + deferred vested
2 plans / $4.8M premiums / 246 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Money purchase
403(b)
Traditional DB
Fully insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES
Fully insured - FIRST UNUM LIFE INSURANCE COMPANY
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | CARNEGIE CORPORATION OF NEW YORK DEFINED CONTRIBUTION RETIREMENT PLAN | Money purchase | $106.4M | 361 | 2025 |
| #003 | CARNEGIE CORPORATION OF NEW YORK TAX-DEFERRED ANNUITY PLAN | 403(b) | $37.4M | 168 | 2025 |
| #002 | CARNEGIE CORPORATION OF NEW YORK SUPPLEMENTAL PENSION PLAN | Traditional DB | $949K | 62 | 2025 |
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | CARNEGIE CORPORATION OF NEW YORK MEDICAL PLAN | Fully insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | $4.7M | 131 | 2025 |
| #503 | CARNEGIE CORPORATION OF NY LONG-TERM CARE PLAN | Fully insured | FIRST UNUM LIFE INSURANCE COMPANY | $51K | 115 | 2025 |