Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
NEW YORK UNIVERSITY
EIN 13-5562308higher educationLatest filing 2024
Plans
13
Retirement
7
$12.74B assets
Welfare
6
$48.7M premiums
Participants
139,100
105 E. 17TH STREET,, FIRST FLOOR - NEW YORK, NY 10016212-998-1276nyu.eduLinkedIn10001+ employeeshigher education
Plans on this EIN
13 filings#001403b-$5.44B - 23,634 part#005403b-$4.58B - 12,699 part#004403b-$1.27B - 16,836 part#010403b-$999.6M - 20,091 part#002TraditionalDB-$394.2M - 3,923 part#009403b-$55.0M - 5,310 part#007MoneyPurchase-$8.0M - 218 part#515Mixed-$33.8M - 17,175 lives#501Fully Insured-$12.4M - 14,664 lives#520Fully Insured-$2.4M - 1,986 lives#530Mixed-$21K - 565 lives#507Unknown-0 lives#509Self Funded-0 lives
Retirement portfolio analytics
7 plans aggregated / $12.74B assets / 82,711 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
97%top
Participants by plan
Active + retired + deferred vested
- +1 more
Benefits portfolio analytics
6 plans / $48.7M premiums / 34,390 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$19.5M
- Other$10.6M
- Life$9.8M
- Health$8.7M
- Long-term disability$7.9M
- Short-term disability$2.4M
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
31%top
- METROPOLITAN LIFE INSURANCE COMPANY31%
- NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK28%
- AETNA LIFE INSURANCE COMPANY13%
- PRUDENTIAL INSURANCE COMPANY OF AMERICA8%
- DELTA DENTAL OF CALIFORNIA7%
- +3 more
Broker market share
Schedule A broker compensation
71%top
- AON CONSULTING INC71%
- WILLIS TOWERS WATSON US LLC18%
- MERCER HEALTH AND BENEFITS, LLC10%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
NEW YORK UNIVERSITY RETIREMENT PLAN FOR MEMBERS OF THE FACULTY, PROFESSIONAL RESEARCH STAFF AND ADMINISTRATION
403b
Assets$5.44B
Participants23,634
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005
NYU GROSSMAN SCHOOL OF MEDICINE RETIREMENT PLAN FOR MEMBERS OF THE FACULTY, PROFESSIONAL RESEARCH STAFF AND ADMINISTRATION
403b
Assets$4.58B
Participants12,699
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
NEW YORK UNIVERSITY SUPPLEMENTAL TAX DEFERRED ANNUITY PLAN
403b
Assets$1.27B
Participants16,836
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#010
NYU GROSSMAN SCHOOL OF MEDICINE MANAGEMENT AND STAFF 403(B) RETIREMENT PLAN
403b
Assets$999.6M
Participants20,091
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
NEW YORK UNIVERSITY STAFF PENSION PLAN FOR NON-CONTRIBUTORY
TraditionalDB
Assets$394.2M
Participants3,923
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#009
NEW YORK UNIVERSITY RETIREMENT PLAN FOR ADJUNCT FACULTY MEMBERS
403b
Assets$55.0M
Participants5,310
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#007
LOCAL ONE SECURITY OFFICERS UNION MONEY PURCHASE PENSION PLAN
MoneyPurchase
Assets$8.0M
Participants218
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#515
NYU GROSSMAN SCHOOL OF MEDICINE HEALTH AND WELFARE PLAN
Mixed - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$33.8M
Covered lives17,175
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501
NEW YORK UNIVERSITY HEALTH & WELFARE PLAN
Fully Insured - AETNA LIFE INSURANCE COMPANY
Premiums$12.4M
Covered lives14,664
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#520
NEW YORK UNIVERSITY RETIREE HEALTH & WELFARE PLAN
Fully Insured - SIERRA HEALTH AND LIFE INSURANCE COMPANY, INC.
Premiums$2.4M
Covered lives1,986
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#530
NYU GROSSMAN SCHOOL OF MEDICINE RETIREE WELFARE BENEFIT PLAN
Mixed - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$21K
Covered lives565
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#507
EMPLOYEE SPENDING ACCOUNT (IRC 125 CAFETERIA PLAN)
Unknown
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#509
NEW YORK UNIVERSITY SEVERANCE PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans7
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | NEW YORK UNIVERSITY RETIREMENT PLAN FOR MEMBERS OF THE FACULTY, PROFESSIONAL RESEARCH STAFF AND ADMINISTRATION | 403b | $5.44B | 23,634 | 2024 | |
| 005 | NYU GROSSMAN SCHOOL OF MEDICINE RETIREMENT PLAN FOR MEMBERS OF THE FACULTY, PROFESSIONAL RESEARCH STAFF AND ADMINISTRATION | 403b | $4.58B | 12,699 | 2024 | |
| 004 | NEW YORK UNIVERSITY SUPPLEMENTAL TAX DEFERRED ANNUITY PLAN | 403b | $1.27B | 16,836 | 2024 | |
| 010 | NYU GROSSMAN SCHOOL OF MEDICINE MANAGEMENT AND STAFF 403(B) RETIREMENT PLAN | 403b | $999.6M | 20,091 | 2024 | |
| 002 | NEW YORK UNIVERSITY STAFF PENSION PLAN FOR NON-CONTRIBUTORY | TraditionalDB | $394.2M | 3,923 | 2024 | |
| 009 | NEW YORK UNIVERSITY RETIREMENT PLAN FOR ADJUNCT FACULTY MEMBERS | 403b | $55.0M | 5,310 | 2024 | |
| 007 | LOCAL ONE SECURITY OFFICERS UNION MONEY PURCHASE PENSION PLAN | MoneyPurchase | $8.0M | 218 | 2024 |
Welfare plans6
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 515 | NYU GROSSMAN SCHOOL OF MEDICINE HEALTH AND WELFARE PLAN | Mixed | METROPOLITAN LIFE INSURANCE COMPANY | $33.8M | 17,175 | 2024 | |
| 501 | NEW YORK UNIVERSITY HEALTH & WELFARE PLAN | Fully Insured | AETNA LIFE INSURANCE COMPANY | $12.4M | 14,664 | 2024 | |
| 520 | NEW YORK UNIVERSITY RETIREE HEALTH & WELFARE PLAN | Fully Insured | SIERRA HEALTH AND LIFE INSURANCE COMPANY, INC. | $2.4M | 1,986 | 2024 | |
| 530 | NYU GROSSMAN SCHOOL OF MEDICINE RETIREE WELFARE BENEFIT PLAN | Mixed | METROPOLITAN LIFE INSURANCE COMPANY | $21K | 565 | 2024 | |
| 507 | EMPLOYEE SPENDING ACCOUNT (IRC 125 CAFETERIA PLAN) | Unknown | - | $0 | 0 | 2024 | |
| 509 | NEW YORK UNIVERSITY SEVERANCE PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans