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Sponsor portfolioTH

MERCY UNIVERSITY

EIN 13-1967321-Latest filing 2025
Plans
3
Retirement
2
$221.7M assets
Welfare
1
$14.1M premiums
Participants
4,740
555 BROADWAY - DOBBS FERRY, NY 10522914-674-7337
Plans on this EIN
3 filings
#002OtherDC-$121.4M - 1,583 part#001403b-$100.4M - 2,434 part#503Mixed-$14.1M - 1,685 lives

Retirement portfolio analytics

2 plans aggregated / $221.7M assets / 4,017 participants

Assets by plan

Share of aggregate retirement assets

55%top
  • UNIVERSITY RETIREMENT PLAN (#002)55%
  • DEFERRED ANNUITY PLAN (#001)45%
Total $221.7MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
55%top
  • (Not disclosed)55%
  • TIAA45%
Total $221.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DEFERRED ANNUITY PLAN (#001)2,434
  • UNIVERSITY RETIREMENT PLAN (#002)1,583
Total 4,017Click row to drill in

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

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
79%top
  • UNITEDHEALTHCARE INSURANCE COMPANY79%
  • EMBLEMHEALTH11%
  • HARTFORD LIFE AND ACCIDENT6%
  • UNITED HELTHCARE INSURANCE COMPANY3%
Total $14.1M4 slices

Broker market share

Schedule A broker compensation

Split broker
80%top
  • RSC INSURANCE BROKERAGE INC80%
  • ASSUREDPARTNERS17%
  • SELMAN & COMPANY, LLC4%
Total $158K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

MERCY UNIVERSITY RETIREMENT PLAN

OtherDC

Assets$121.4M
Participants1,583
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

MERCY UNIVERSITY TAX DEFERRED ANNUITY PLAN

403b

Assets$100.4M
Participants2,434
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

MERCY UNIVERSITY HEALTH AND WELFARE BENEFIT PLAN

Mixed - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$14.1M
Covered lives1,685
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002MERCY UNIVERSITY RETIREMENT PLANOtherDC$121.4M1,5832024
001MERCY UNIVERSITY TAX DEFERRED ANNUITY PLAN403b$100.4M2,4342024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503MERCY UNIVERSITY HEALTH AND WELFARE BENEFIT PLANMixedUNITEDHEALTHCARE INSURANCE COMPANY$14.1M1,6852025
Retirement plans
Welfare plans
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