Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
THE RESEARCH FOUNDATION FOR THE STATE UNIVERSITY OF NEW YORK
EIN 14-1368361Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
11
Retirement
2
$2.29B assets
Welfare
9
$29.9M premiums
Participants
59,041
PO BOX 9 - ALBANY, NY 12201518-434-7101
Plans on this EIN
11 filings#001ProfitSharing-$1.27B - 17,307 part#003403b-$1.03B - 9,488 part#501Mixed-$26.1M - 3,181 lives#515Mixed-$1.5M - 233 lives#505Fully Insured-$1.2M - 6,619 lives#506Fully Insured-$900K - 4,736 lives#514Fully Insured-$173K - 1,032 lives#504Self Funded-0 lives#508Self Funded-0 lives#512Self Funded-0 lives#513Self Funded-0 lives
Retirement portfolio analytics
2 plans aggregated / $2.29B assets / 26,795 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
100%top
- TIAA100%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
9 plans / $29.9M premiums / 15,801 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$27.6M
- Prescription drug$22.6M
- Life$1.2M
- Long-term disability$900K
- Stop-loss$347K
- Short-term disability$173K
Carrier market share
Premium dollars by Schedule A carrier
48%top
- MVP HEALTH CARE48%
- INDEPENDENT HEALTH25%
- ANTHEM LIFE INSURANCE COMPANY17%
- SECURIAN LIFE INSURANCE COMPANY4%
- STANDARD OF NEW YORK4%
- +1 more
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 RESEARCH FOUNDATION FOR THE STATE UNIVERSITY OF NEW YORK RETIREMENT PLAN
ProfitSharing
Assets$1.27B
Participants17,307
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
THE RESEARCH FOUNDATION FOR THE STATE UNIVERSITY OF NEW YORK OPTIONAL RETIREMENT PLAN
403b
Assets$1.03B
Participants9,488
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
HEALTH INSURANCE FOR REGULAR EMPLOYEES
Mixed - CAPITAL DISTRICT PHYSICIAN'S HEALTH PLAN, INC.
Premiums$26.1M
Covered lives3,181
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#515
THE RESEARCH FOUNDATION FOR SUNY POST RETIREMENT BENEFITS PLAN
Mixed - CAPITAL DISTRICT PHYSICIANS HEALTH PLAN, INC.
Premiums$1.5M
Covered lives233
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505
BASIC AND OPTIONAL LIFE INSURANCE
Fully Insured - SECURIAN LIFE INSURANCE COMPANY
Premiums$1.2M
Covered lives6,619
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506
DISABILITY INSURANCE
Fully Insured - STANDARD OF NEW YORK
Premiums$900K
Covered lives4,736
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#514
VOLUNTARY SHORT TERM DISABILITY
Fully Insured - STANDARD OF NEW YORK
Premiums$173K
Covered lives1,032
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504
DENTAL PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#508
VISION CARE PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#512
GRADUATE STUDENT EMPLOYEE HEALTH PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#513
SEVERANCE PAY PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE RESEARCH FOUNDATION FOR THE STATE UNIVERSITY OF NEW YORK RETIREMENT PLAN | ProfitSharing | $1.27B | 17,307 | 2024 | |
| 003 | THE RESEARCH FOUNDATION FOR THE STATE UNIVERSITY OF NEW YORK OPTIONAL RETIREMENT PLAN | 403b | $1.03B | 9,488 | 2024 |
Welfare plans9
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | HEALTH INSURANCE FOR REGULAR EMPLOYEES | Mixed | CAPITAL DISTRICT PHYSICIAN'S HEALTH PLAN, INC. | $26.1M | 3,181 | 2024 | |
| 515 | THE RESEARCH FOUNDATION FOR SUNY POST RETIREMENT BENEFITS PLAN | Mixed | CAPITAL DISTRICT PHYSICIANS HEALTH PLAN, INC. | $1.5M | 233 | 2024 | |
| 505 | BASIC AND OPTIONAL LIFE INSURANCE | Fully Insured | SECURIAN LIFE INSURANCE COMPANY | $1.2M | 6,619 | 2024 | |
| 506 | DISABILITY INSURANCE | Fully Insured | STANDARD OF NEW YORK | $900K | 4,736 | 2024 | |
| 514 | VOLUNTARY SHORT TERM DISABILITY | Fully Insured | STANDARD OF NEW YORK | $173K | 1,032 | 2024 | |
| 504 | DENTAL PLAN | Self Funded | - | $0 | 0 | 2024 | |
| 508 | VISION CARE PLAN | Self Funded | - | $0 | 0 | 2024 | |
| 512 | GRADUATE STUDENT EMPLOYEE HEALTH PLAN | Self Funded | - | $0 | 0 | 2024 | |
| 513 | SEVERANCE PAY PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans