PlanOptica
Pricing
Sign inSign up free
  1. Companies/
  2. CORNELL UNIVERSITY
Sponsor portfolioTH

CORNELL UNIVERSITY

EIN 15-0532082-higher education-Latest filing 2025
Plans
8
Retirement
5
$9.52B assets
Welfare
3
$26.5M premiums
Participants
114,593
130 DAY HALL - ITHACA, NY 148532801660-255-9662gradschool.weill.cornell.eduLinkedIn10001+ employeeshigher education
Plans on this EIN
8 filings
#001403b-$3.02B - 27,192 part#003403b-$2.43B - 18,312 part#002403b-$2.23B - 10,733 part#007403b-$1.61B - 16,435 part#004TraditionalDB-$219.0M - 7,242 part#539Fully Insured-$16.3M - 14,315 lives#501Fully Insured-$10.2M - 13,660 lives#524Self Funded-0 lives

Retirement portfolio analytics

5 plans aggregated / $9.52B assets / 79,914 participants

Assets by plan

Share of aggregate retirement assets

32%top
  • COLLEGES AT ITHACA (#001)32%
  • TAX-DEFERRED ANNUITY PLAN (#003)26%
  • AND EXEMPT EMPLOYEES (#002)23%
  • DEFERRED ANNUITY PLAN (#007)17%
  • FROZEN RETIREMENT PLAN (#004)2%
Total $9.52BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
66%top
  • TIAA66%
  • (Not disclosed)34%
Total $9.52BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • COLLEGES AT ITHACA (#001)27,192
  • TAX-DEFERRED ANNUITY PLAN (#003)18,312
  • DEFERRED ANNUITY PLAN (#007)16,435
  • AND EXEMPT EMPLOYEES (#002)10,733
  • FROZEN RETIREMENT PLAN (#004)7,242
Total 79,914Click row to drill in

Benefits portfolio analytics

3 plans / $26.5M premiums / 27,975 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$12.8M
  • Life$12.8M
  • Long-term disability$12.7M
  • Vision$8.6M
  • Dental$7.2M
  • Health$5.6M
  • +2 more
Total $26.5M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
25%top
  • HARTFORD LIFE AND ACCIDENT25%
  • NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK23%
  • METROPOLITAN LIFE INSURANCE COMPANY22%
  • AETNA LIFE INSURANCE COMPANY21%
  • EYEMED VISION CARE5%
  • +3 more
Total $26.5M8 slices

Broker market share

Schedule A broker compensation

Split broker
38%top
  • LOCKTON COMPANIES, LLC38%
  • SAUL R LOCKER32%
  • BROWN AND BROWN OF FLORIDA, INC.16%
  • NFP INSURANCE SERVICES INC14%
  • AON CONSULTING INC0%
  • +3 more
Total $1.1M8 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

CORNELL UNIVERSITY RETIREMENT PLAN FOR THE EMPLOYEES OF THE ENDOWED COLLEGES AT ITHACA

403b

Assets$3.02B
Participants27,192
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

CORNELL UNIVERSITY TAX-DEFERRED ANNUITY PLAN

403b

Assets$2.43B
Participants18,312
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

WEILL CORNELL MEDICAL COLLEGE RETIREMENT PLAN FOR FACULTY AND EXEMPT EMPLOYEES

403b

Assets$2.23B
Participants10,733
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#007

WEILL CORNELL MEDICAL COLLEGE TAX DEFERRED ANNUITY PLAN

403b

Assets$1.61B
Participants16,435
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

WEILL CORNELL MEDICAL COLLEGE NON-EXEMPT AND FROZEN RETIREMENT PLAN

TraditionalDB

Assets$219.0M
Participants7,242
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#539

CORNELL UNIVERSITY ENDOWED COLLEGES HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK

Premiums$16.3M
Covered lives14,315
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

WEILL CORNELL MEDICAL COLLEGE HEALTH BENEFITS PLAN

Fully Insured - HARTFORD LIFE AND ACCIDENT

Premiums$10.2M
Covered lives13,660
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#524

WEILL CORNELL MEDICAL COLLEGE FLEXIBLE BENEFITS PLAN

Self Funded

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

Retirement plans5

Plan #NameTypeAssetsParticipantsLatest year
001CORNELL UNIVERSITY RETIREMENT PLAN FOR THE EMPLOYEES OF THE ENDOWED COLLEGES AT ITHACA403b$3.02B27,1922024
003CORNELL UNIVERSITY TAX-DEFERRED ANNUITY PLAN403b$2.43B18,3122024
002WEILL CORNELL MEDICAL COLLEGE RETIREMENT PLAN FOR FACULTY AND EXEMPT EMPLOYEES403b$2.23B10,7332024
007WEILL CORNELL MEDICAL COLLEGE TAX DEFERRED ANNUITY PLAN403b$1.61B16,4352024
004WEILL CORNELL MEDICAL COLLEGE NON-EXEMPT AND FROZEN RETIREMENT PLANTraditionalDB$219.0M7,2422025

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
539CORNELL UNIVERSITY ENDOWED COLLEGES HEALTH AND WELFARE BENEFIT PLANFully InsuredNEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK$16.3M14,3152024
501WEILL CORNELL MEDICAL COLLEGE HEALTH BENEFITS PLANFully InsuredHARTFORD LIFE AND ACCIDENT$10.2M13,6602024
524WEILL CORNELL MEDICAL COLLEGE FLEXIBLE BENEFITS PLANSelf Funded-$002024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica