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CORNELL UNIVERSITY

EIN 15-0532082-higher education-Latest filing 2025
Plans
8
Retirement
5
$10.12B assets
Welfare
3
$27.5M premiums
Participants
116,960
395 PINE TREE ROAD, SUITE 130 - ITHACA, NY 14850607-255-7074gradschool.weill.cornell.eduLinkedIn10001+ employeeshigher education
Plans on this EIN
8 filings
#001403b-$3.35B - 27,549 part#003403b-$2.71B - 18,403 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-$11.3M - 13,743 lives#524Self Funded-0 lives

Retirement portfolio analytics

5 plans aggregated / $10.12B assets / 80,362 participants

Assets by plan

Share of aggregate retirement assets

33%top
  • COLLEGES AT ITHACA (#001)33%
  • TAX-DEFERRED ANNUITY PLAN (#003)27%
  • AND EXEMPT EMPLOYEES (#002)22%
  • DEFERRED ANNUITY PLAN (#007)16%
  • FROZEN RETIREMENT PLAN (#004)2%
Total $10.12BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
65%top
  • TIAA65%
  • (Not disclosed)35%
Total $10.12BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • COLLEGES AT ITHACA (#001)27,549
  • TAX-DEFERRED ANNUITY PLAN (#003)18,403
  • DEFERRED ANNUITY PLAN (#007)16,435
  • AND EXEMPT EMPLOYEES (#002)10,733
  • FROZEN RETIREMENT PLAN (#004)7,242
Total 80,362Click row to drill in

Benefits portfolio analytics

3 plans / $27.5M premiums / 28,058 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$7.9M
  • Life$7.9M
  • Long-term disability$7.9M
  • Vision$2.4M
  • Health$1.4M
  • Dental$1.4M
  • +2 more
Total $11.3M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
70%top
  • HARTFORD LIFE AND ACCIDENT70%
  • AETNA LIFE INSURANCE COMPANY12%
  • EYEMED VISION CARE10%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA8%
  • ACE AMERICAN INSURANCE COMPANY0%
Total $11.3M5 slices

Broker market share

Schedule A broker compensation

Split broker
40%top
  • LOCKTON COMPANIES, LLC40%
  • ALEXANDER BENEFITS CONSULTING31%
  • NFP INSURANCE SERVICES INC18%
  • BROWN & BROWN INSURANCE SERVICES11%
  • ENROLLEASE0%
  • +1 more
Total $1.2M6 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$3.35B
Participants27,549
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$2.71B
Participants18,403
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$11.3M
Covered lives13,743
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$3.35B27,5492025
003CORNELL UNIVERSITY TAX-DEFERRED ANNUITY PLAN403b$2.71B18,4032025
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$11.3M13,7432025
524WEILL CORNELL MEDICAL COLLEGE FLEXIBLE BENEFITS PLANSelf Funded-$002025
Retirement plans
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