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UNIVERSITY OF ROCHESTER

EIN 16-0743209-higher education-Latest filing 2025
Plans
13
Retirement
1
$8.00B assets
Welfare
12
$21.2M premiums
Participants
229,409
60 CORPORATE WOODS, SUITE 310 - ROCHESTER, NY 14627585-275-4642rochester.eduLinkedIn1-10 employeeshigher education
Plans on this EIN
13 filings
#003403b-$8.00B - 47,731 part#505Fully Insured-$8.9M - 26,042 lives#504Fully Insured-$6.5M - 21,198 lives#517Fully Insured-$4.7M - 14,441 lives#512Fully Insured-$589K - 1,181 lives#522Fully Insured-$455K - 2,097 lives#521Fully Insured-$66K - 1,181 lives#506Fully Insured-$14K - 30,690 lives#514Self Funded-0 lives#515Unknown-0 lives#518Self Funded-0 lives#519Fully Insured-0 lives#523Unknown-0 lives

Benefits portfolio analytics

12 plans / $21.2M premiums / 96,830 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$8.9M
  • Long-term disability$7.2M
  • Health$2.4M
  • Vision$2.3M
  • Other$469K
Total $21.2M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
42%top
  • SECURIAN LIFE INSURANCE COMPANY42%
  • HARTFORD LIFE AND ACCIDENT34%
  • BLUE CROSS OF CALIFORNIA11%
  • VISION SERVICE PLAN11%
  • METROPOLITAN LIFE INSURANCE COMPANY2%
  • +3 more
Total $21.2M8 slices

Broker market share

Schedule A broker compensation

Split broker
34%top
  • MERCER HEALTH AND BENEFITS, LLC34%
  • USI INSURANCE SERVICES LLC31%
  • EMPOWER BENEFITS INC26%
  • GALLAGHER BENEFIT SERVICES, INC.9%
Total $976K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

UNIVERSITY OF ROCHESTER RETIREMENT PROGRAM

403b

Assets$8.00B
Participants47,731
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

GROUP LIFE INSURANCE FOR FACULTY & STAFF OF THE UNIVERSITY OF ROCHESTER

Fully Insured - SECURIAN LIFE INSURANCE COMPANY

Premiums$8.9M
Covered lives26,042
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

LONG TERM DISABILITY FOR FACULTY AND STAFF OF THE UNIVERSITY OF ROCHESTER

Fully Insured - HARTFORD LIFE AND ACCIDENT

Premiums$6.5M
Covered lives21,198
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#517

HEALTH CARE PLANS FOR FACULTY & STAFF OF THE UNIVERSITY OF ROCHESTER

Fully Insured - EXCELLUS BLUE CROSS BLUE SHIELD

Premiums$4.7M
Covered lives14,441
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#512

LTD PLAN FOR STAFF OF THE UNIVERSITY OF ROCHESTER WHO ARE MEMBERS OF SEIU

Fully Insured - HARTFORD LIFE AND ACCIDENT

Premiums$589K
Covered lives1,181
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#522

LEGAL SERVICES PLAN OF THE UNIVERSITY OF ROCHESTER

Fully Insured - METROPOLITAN GENERAL INSURANCE COMPANY

Premiums$455K
Covered lives2,097
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#521

LONG TERM DISABILITY FOR RESIDENTS OF THE UNIVERSITY OF ROCHESTER

Fully Insured - HARTFORD LIFE AND ACCIDENT

Premiums$66K
Covered lives1,181
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506

TRAVEL ACCIDENT INSURANCE FOR FACULTY AND STAFF OF THE UNIVERSITY ROCHESTER

Fully Insured - FEDERAL INSURANCE COMPANY

Premiums$14K
Covered lives30,690
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#514

SEVERANCE PAY FOR STAFF OF THE UNIVERSITY OF ROCHESTER

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#515

EMPLOYEE ASSISTANCE PLAN FOR FACULTY AND STAFF OF THE UNIVERSITY OF ROCHESTER

Unknown

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#518

DENTAL PLANS FOR FACULTY AND STAFF OF THE UNIVERSITY OF ROCHESTER

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#519

LONG-TERM CARE PLAN FOR FACULTY & STAFF OF THE UNIVERSITY OF ROCHESTER

Fully Insured - CONTINENTAL CASUALTY COMPANY

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#523

UNIVERSITY OF ROCHESTER RETIREE HEALTH REIMBURSEMENT ARRANGEMENT

Unknown

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

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003UNIVERSITY OF ROCHESTER RETIREMENT PROGRAM403b$8.00B47,7312025

Welfare plans12

Plan #NameFundingCarrierPremiumsCoveredLatest year
505GROUP LIFE INSURANCE FOR FACULTY & STAFF OF THE UNIVERSITY OF ROCHESTERFully InsuredSECURIAN LIFE INSURANCE COMPANY$8.9M26,0422025
504LONG TERM DISABILITY FOR FACULTY AND STAFF OF THE UNIVERSITY OF ROCHESTERFully InsuredHARTFORD LIFE AND ACCIDENT$6.5M21,1982025
517HEALTH CARE PLANS FOR FACULTY & STAFF OF THE UNIVERSITY OF ROCHESTERFully InsuredEXCELLUS BLUE CROSS BLUE SHIELD$4.7M14,4412025
512LTD PLAN FOR STAFF OF THE UNIVERSITY OF ROCHESTER WHO ARE MEMBERS OF SEIUFully InsuredHARTFORD LIFE AND ACCIDENT$589K1,1812025
522LEGAL SERVICES PLAN OF THE UNIVERSITY OF ROCHESTERFully InsuredMETROPOLITAN GENERAL INSURANCE COMPANY$455K2,0972025
521LONG TERM DISABILITY FOR RESIDENTS OF THE UNIVERSITY OF ROCHESTERFully InsuredHARTFORD LIFE AND ACCIDENT$66K1,1812025
506TRAVEL ACCIDENT INSURANCE FOR FACULTY AND STAFF OF THE UNIVERSITY ROCHESTERFully InsuredFEDERAL INSURANCE COMPANY$14K30,6902025
514SEVERANCE PAY FOR STAFF OF THE UNIVERSITY OF ROCHESTERSelf Funded-$002025
515EMPLOYEE ASSISTANCE PLAN FOR FACULTY AND STAFF OF THE UNIVERSITY OF ROCHESTERUnknown-$002025
518DENTAL PLANS FOR FACULTY AND STAFF OF THE UNIVERSITY OF ROCHESTERSelf Funded-$002025
519LONG-TERM CARE PLAN FOR FACULTY & STAFF OF THE UNIVERSITY OF ROCHESTERFully InsuredCONTINENTAL CASUALTY COMPANY$002025
523UNIVERSITY OF ROCHESTER RETIREE HEALTH REIMBURSEMENT ARRANGEMENTUnknown-$002025
Retirement plans
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