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  2. Mercy University
  • Retirement analytics
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Filings through Oct 24, 2026.

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Mercy University

EIN 13-1967321-Educational Services-Latest filing 2025
Plans
3
Retirement
2
$245.6M assets
Health & Benefits
1
$14.1M premiums
Participants
4,734
555 BROADWAY - DOBBS FERRY, NY 105221721914-455-2650
Plans on this EIN
3 filings
#002Other DC-$134.6M - 1,630 part#001403(b)-$111.0M - 2,381 part#503Mixed-$14.1M - 1,685 lives

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

Retirement portfolio analytics

2 plans aggregated / $245.6M assets / 4,011 participants

Assets by plan

Share of aggregate retirement assets

  • UNIVERSITY RETIREMENT PLAN (#002)$134.6M
  • DEFERRED ANNUITY PLAN (#001)$111.0M
Total $245.6MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • TIAA$245.6M
Total $245.6MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • DEFERRED ANNUITY PLAN (#001)2,381
  • UNIVERSITY RETIREMENT PLAN (#002)1,630
Total 4,011Select a row to open it

Benefits portfolio analytics

1 plan / $14.1M premiums / 1,685 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$13.2M
  • Life$877K
  • Long-term disability$877K
  • Other$877K
Total $14.1M4 rows
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Plan summaries

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

Retirement#002

MERCY UNIVERSITY RETIREMENT PLAN

Other DC

Assets$134.6M
Participants1,630
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001

MERCY UNIVERSITY TAX DEFERRED ANNUITY PLAN

403(b)

Assets$111.0M
Participants2,381
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#503

MERCY UNIVERSITY HEALTH AND WELFARE BENEFIT PLAN

Mixed - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$14.1M
Covered lives1,685
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002MERCY UNIVERSITY RETIREMENT PLANOther DC$134.6M1,6302025
#001MERCY UNIVERSITY TAX DEFERRED ANNUITY PLAN403(b)$111.0M2,3812025
  • MERCY UNIVERSITY RETIREMENT PLAN$134.6M
    #002 · Other DC · 20251,630
  • MERCY UNIVERSITY TAX DEFERRED ANNUITY PLAN$111.0M
    #001 · 403(b) · 20252,381

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#503MERCY UNIVERSITY HEALTH AND WELFARE BENEFIT PLANMixedUNITEDHEALTHCARE INSURANCE COMPANY$14.1M1,6852025
  • MERCY UNIVERSITY HEALTH AND WELFARE BENEFIT PLAN$14.1M
    #503 · Mixed · UNITEDHEALTHCARE INSURANCE COMPANY · 20251,685
Retirement plans
Health & Benefits plans

On this page

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