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Sponsor portfolioTH

WHITNEY MUSEUM OF AMERICAN ART

EIN 13-1789318-museums and institutions-Latest filing 2025
Plans
3
Retirement
2
$52.6M assets
Welfare
1
$5.3M premiums
Participants
1,257
99 GANSEVOORT STREET - NEW YORK, NY 10014212-570-3670whitney.orgLinkedIn201-500 employeesmuseums and institutions
Plans on this EIN
3 filings
#003403b-$40.5M - 780 part#002CashBalance-$12.1M - 169 part#501Mixed-$5.3M - 315 lives

Retirement portfolio analytics

2 plans aggregated / $52.6M assets / 949 participants

Assets by plan

Share of aggregate retirement assets

77%top
  • 403(B) RETIREMENT PLAN (#003)77%
  • ART RETIREMENT PLAN (#002)23%
Total $52.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 403(B) RETIREMENT PLAN (#003)780
  • ART RETIREMENT PLAN (#002)169
Total 949Click row to drill in

Benefits portfolio analytics

1 plan / $5.3M premiums / 315 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$5.2M
  • Prescription drug$5.2M
  • Life$115K
  • Short-term disability$115K
  • Long-term disability$115K
  • Other$115K
Total $5.3M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
98%top
  • UNITEDHEALTHCARE INSURANCE COMPANY98%
  • METROPOLITAN LIFE INSURANCE COMPANY2%
  • NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA0%
Total $5.3M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MERCER HEALTH AND BENEFITS, LLC100%
Total $2K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

WHITNEY MUSEUM OF AMERICAN ART 403(B) RETIREMENT PLAN

403b

Assets$40.5M
Participants780
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

WHITNEY MUSEUM OF AMERICAN ART RETIREMENT PLAN

CashBalance

Assets$12.1M
Participants169
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WHITNEY MUSEUM OF AMERICAN ART GROUP LIFE HEALTH AND DENTAL INSURANCE PLAN

Mixed - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$5.3M
Covered lives315
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003WHITNEY MUSEUM OF AMERICAN ART 403(B) RETIREMENT PLAN403b$40.5M7802024
002WHITNEY MUSEUM OF AMERICAN ART RETIREMENT PLANCashBalance$12.1M1692025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WHITNEY MUSEUM OF AMERICAN ART GROUP LIFE HEALTH AND DENTAL INSURANCE PLANMixedUNITEDHEALTHCARE INSURANCE COMPANY$5.3M3152025
Retirement plans
Welfare plans
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