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Sponsor portfolioTH

RENSSELAER POLYTECHNIC INSTITUTE C/O CONTROLLERS OFFICE

EIN 14-1340095-Educational Services-Latest filing 2025
Plans
5
Retirement
3
$667.7M assets
Welfare
2
$2.7M premiums
Participants
10,899
110 EIGHTH STREET - TROY, NY 121803590518-276-6426
Plans on this EIN
5 filings
#006ProfitSharing-$373.1M - 3,489 part#001TraditionalDB-$220.8M - 814 part#005403b-$73.7M - 4,345 part#521Fully Insured-$2.7M - 1,728 lives#522Self Funded-0 lives

Retirement portfolio analytics

3 plans aggregated / $667.7M assets / 8,648 participants

Assets by plan

Share of aggregate retirement assets

56%top
  • FOR RENSSELAER CONTRIBUTIONS (#006)56%
  • RENSSELAER POLYTECHNIC INSTITU... (#001)33%
  • FOR EMPLOYEE CONTRIBUTIONS (#005)11%
Total $667.7MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
67%top
  • (Not disclosed)67%
  • CITIBANK33%
Total $667.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • FOR EMPLOYEE CONTRIBUTIONS (#005)4,345
  • FOR RENSSELAER CONTRIBUTIONS (#006)3,489
  • RENSSELAER POLYTECHNIC INSTITU... (#001)814
Total 8,648Click row to drill in

Benefits portfolio analytics

2 plans / $2.7M premiums / 1,728 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.3M
  • Life$1.3M
  • Long-term disability$1.3M
  • Dental$1.2M
  • Vision$112K
  • Health$31K
Total $2.7M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
47%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA47%
  • DELTA DENTAL OF CALIFORNIA46%
  • STANDARD OF NEW YORK4%
  • ZURICH AMERICAN INSURANCE COMPANY2%
  • JANUS ASSOCIATES, INC. DBA BHS1%
  • +1 more
Total $2.7M6 slices

Broker market share

Schedule A broker compensation

Split broker
91%top
  • HILB GROUP OF NEW ENGLAND91%
  • WATCHTOWER BENEFITS, LLC7%
  • PSA INSURANCE & FINANCIAL PARTNERS2%
  • NFP INSURANCE SERVICES INC0%
Total $258K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#006

RENSSELAER POLYTECHNIC INSTITUTE DEFINED CONTRIBUTION RETIREMENT PLAN FOR RENSSELAER CONTRIBUTIONS

ProfitSharing

Assets$373.1M
Participants3,489
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

CONTRIBUTORY DEFINED BENEFIT RETIREMENT PLAN AT RENSSELAER POLYTECHNIC INSTITUTE

TraditionalDB

Assets$220.8M
Participants814
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005

THE RENSSELAER POLYTECHNIC INSTITUTE DEFINED CONTRIBUTION RETIREMENT PLAN FOR EMPLOYEE CONTRIBUTIONS

403b

Assets$73.7M
Participants4,345
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#521

RENSSELAER POLYTECHNIC INSTITUTE EMPLOYEE BENEFIT PLAN

Fully Insured - GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$2.7M
Covered lives1,728
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#522

RENSSELAER POLYTECHNIC INSTITUTE POST-65 RETIREE HEALTH REIMBURSEMENT ACCOUNT

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
006RENSSELAER POLYTECHNIC INSTITUTE DEFINED CONTRIBUTION RETIREMENT PLAN FOR RENSSELAER CONTRIBUTIONSProfitSharing$373.1M3,4892025
001CONTRIBUTORY DEFINED BENEFIT RETIREMENT PLAN AT RENSSELAER POLYTECHNIC INSTITUTETraditionalDB$220.8M8142025
005THE RENSSELAER POLYTECHNIC INSTITUTE DEFINED CONTRIBUTION RETIREMENT PLAN FOR EMPLOYEE CONTRIBUTIONS403b$73.7M4,3452025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
521RENSSELAER POLYTECHNIC INSTITUTE EMPLOYEE BENEFIT PLANFully InsuredGUARDIAN LIFE INSURANCE COMPANY OF AMERICA$2.7M1,7282024
522RENSSELAER POLYTECHNIC INSTITUTE POST-65 RETIREE HEALTH REIMBURSEMENT ACCOUNTSelf Funded-$002024
Retirement plans
Welfare plans
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