PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Alfred University
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Top hat

Alfred University

EIN 16-0743900-higher education-Latest filing 2025
Plans
3
Retirement
1
$163.9M assets
Health & Benefits
2
$1.1M premiums
Participants
2,201
ONE SAXON DRIVE, GREEN HALL - ALFRED, NY 14802607-871-2909alfred.eduLinkedIn501-1000 employeeshigher education
Plans on this EIN
3 filings
#001403(b)-$163.9M - 1,298 part#501Mixed-$1.1M - 768 lives#502Self-funded-0 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.

Benefits portfolio analytics

2 plans / $1.1M premiums / 768 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$527K
  • Life$355K
  • Short-term disability$355K
  • Long-term disability$355K
  • Other$355K
  • Dental$180K
  • +1 more
Total $1.1M7 rows
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

ALFRED UNIVERSITY RETIREMENT PLAN

403(b)

Assets$163.9M
Participants1,298
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

ALFRED UNIVERSITY HEALTH & WELFARE BENEFITS

Mixed - UNIVERA HEALTHCARE

Premiums$1.1M
Covered lives768
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#502

ALFRED UNIVERSITY FLEXIBLE SPENDING ACCOUNT

Self-funded

Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001ALFRED UNIVERSITY RETIREMENT PLAN403(b)$163.9M1,2982025
  • ALFRED UNIVERSITY RETIREMENT PLAN$163.9M
    #001 · 403(b) · 20251,298

Health & Benefits plans

2 plans on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501ALFRED UNIVERSITY HEALTH & WELFARE BENEFITSMixedUNIVERA HEALTHCARE$1.1M7682025
#502ALFRED UNIVERSITY FLEXIBLE SPENDING ACCOUNTSelf-funded-$002025
  • ALFRED UNIVERSITY HEALTH & WELFARE BENEFITS$1.1M
    #501 · Mixed · UNIVERA HEALTHCARE · 2025768
  • ALFRED UNIVERSITY FLEXIBLE SPENDING ACCOUNT$0
    #502 · Self-funded · 20250
Retirement plans
Health & Benefits plans

On this page

  1. Benefits analytics
  2. Plan summaries
  3. Retirement plans
  4. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica