PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. THE ANDREW W. MELLON FOUNDATION
Sponsor portfolioTH

THE ANDREW W. MELLON FOUNDATION

EIN 13-1879954-Latest filing 2025
Plans
4
Retirement
2
$98.3M assets
Welfare
2
$5.7M premiums
Participants
1,198
140 EAST 62ND STREET - NEW YORK, NY 10065212-500-2490
Plans on this EIN
4 filings
#001ProfitSharing-$71.2M - 387 part#002403b-$27.1M - 300 part#501Fully Insured-$5.6M - 330 lives#502Mixed-$18K - 8 lives

Retirement portfolio analytics

2 plans aggregated / $98.3M assets / 687 participants

Assets by plan

Share of aggregate retirement assets

72%top
  • FOUNDATION RETIREMENT PLAN (#001)72%
  • MELLON FOUNDATION Savings (#002)28%
Total $98.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • FOUNDATION RETIREMENT PLAN (#001)387
  • MELLON FOUNDATION Savings (#002)300
Total 687Click row to drill in

Benefits portfolio analytics

2 plans / $5.7M premiums / 338 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$5.6M
  • Health$5.4M
  • Dental$5.4M
  • Vision$5.4M
  • Prescription drug$5.4M
  • Long-term disability$140K
  • +1 more
Total $5.6M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY96%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY2%
  • COMPANION LIFE INSURANCE COMPANY1%
  • MAGELLAN HEALTHCARE0%
  • ACE AMERICAN INSURANCE COMPANY0%
  • +1 more
Total $5.6M6 slices

Broker market share

Schedule A broker compensation

Split broker
68%top
  • MARSH & MCLENNAN AGENCY LLC68%
  • CENTERSTONE INSURANCE AND FINANCIAL31%
  • REUBEN WARNER ASSOCIATES, INC.0%
Total $478K3 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

THE ANDREW W. MELLON FOUNDATION RETIREMENT PLAN

ProfitSharing

Assets$71.2M
Participants387
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

THE ANDREW W. MELLON FOUNDATION SAVINGS PLAN

403b

Assets$27.1M
Participants300
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE ANDREW W. MELLON FOUNDATION HEALTH AND WELFARE PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$5.6M
Covered lives330
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

EMERITI RETIREE HEALTH PLAN FOR THE ANDREW W. MELLON FOUNDATION

Mixed - AETNA LIFE INSURANCE COMPANY

Premiums$18K
Covered lives8
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001THE ANDREW W. MELLON FOUNDATION RETIREMENT PLANProfitSharing$71.2M3872024
002THE ANDREW W. MELLON FOUNDATION SAVINGS PLAN403b$27.1M3002024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE ANDREW W. MELLON FOUNDATION HEALTH AND WELFARE PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$5.6M3302025
502EMERITI RETIREE HEALTH PLAN FOR THE ANDREW W. MELLON FOUNDATIONMixedAETNA LIFE INSURANCE COMPANY$18K82024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica