PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Carnegie Corporation of New York
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Top hat

Carnegie Corporation of New York

EIN 13-1628151-non-profit organization management-Latest filing 2025
Plans
5
Retirement
3
$144.8M assets
Health & Benefits
2
$4.8M premiums
Participants
831
437 MADISON AVENUE - NEW YORK, NY 10022212-207-6242carnegie.orgLinkedIn51-200 employeesnon-profit organization management
Plans on this EIN
5 filings
#001Money purchase-$106.4M - 361 part#003403(b)-$37.4M - 168 part#002Traditional DB-$949K - 62 part#501Fully insured-$4.7M - 131 lives#503Fully insured-$51K - 115 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.

Retirement portfolio analytics

3 plans aggregated / $144.8M assets / 591 participants

Assets by plan

Share of aggregate retirement assets

  • CONTRIBUTION RETIREMENT PLAN (#001)$106.4M
  • TAX-DEFERRED ANNUITY PLAN (#003)$37.4M
  • YORK SUPPLEMENTAL PENSION (#002)$949K
Total $144.8MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • TIAA$106.4M
  • (Not disclosed)$38.3M
Total $144.8MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • CONTRIBUTION RETIREMENT PLAN (#001)361
  • TAX-DEFERRED ANNUITY PLAN (#003)168
  • YORK SUPPLEMENTAL PENSION (#002)62
Total 591Select a row to open it

Benefits portfolio analytics

2 plans / $4.8M premiums / 246 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.7M
  • Dental$4.7M
  • Prescription drug$4.7M
  • Other$51K
Total $4.8M4 rows
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

CARNEGIE CORPORATION OF NEW YORK DEFINED CONTRIBUTION RETIREMENT PLAN

Money purchase

Assets$106.4M
Participants361
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003

CARNEGIE CORPORATION OF NEW YORK TAX-DEFERRED ANNUITY PLAN

403(b)

Assets$37.4M
Participants168
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

CARNEGIE CORPORATION OF NEW YORK SUPPLEMENTAL PENSION PLAN

Traditional DB

Assets$949K
Participants62
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

CARNEGIE CORPORATION OF NEW YORK MEDICAL PLAN

Fully insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$4.7M
Covered lives131
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#503

CARNEGIE CORPORATION OF NY LONG-TERM CARE PLAN

Fully insured - FIRST UNUM LIFE INSURANCE COMPANY

Premiums$51K
Covered lives115
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

3 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001CARNEGIE CORPORATION OF NEW YORK DEFINED CONTRIBUTION RETIREMENT PLANMoney purchase$106.4M3612025
#003CARNEGIE CORPORATION OF NEW YORK TAX-DEFERRED ANNUITY PLAN403(b)$37.4M1682025
#002CARNEGIE CORPORATION OF NEW YORK SUPPLEMENTAL PENSION PLANTraditional DB$949K622025
  • CARNEGIE CORPORATION OF NEW YORK DEFINED CONTRIBUTION RETIREMENT PLAN$106.4M
    #001 · Money purchase · 2025361
  • CARNEGIE CORPORATION OF NEW YORK TAX-DEFERRED ANNUITY PLAN$37.4M
    #003 · 403(b) · 2025168
  • CARNEGIE CORPORATION OF NEW YORK SUPPLEMENTAL PENSION PLAN$949K
    #002 · Traditional DB · 202562

Health & Benefits plans

2 plans on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501CARNEGIE CORPORATION OF NEW YORK MEDICAL PLANFully insuredCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$4.7M1312025
#503CARNEGIE CORPORATION OF NY LONG-TERM CARE PLANFully insuredFIRST UNUM LIFE INSURANCE COMPANY$51K1152025
  • CARNEGIE CORPORATION OF NEW YORK MEDICAL PLAN$4.7M
    #501 · Fully insured · CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES · 2025131
  • CARNEGIE CORPORATION OF NY LONG-TERM CARE PLAN$51K
    #503 · Fully insured · FIRST UNUM LIFE INSURANCE COMPANY · 2025115
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica