Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
EXCELSIOR UNIVERSITY
EIN 16-1532850Latest filing 2025
Plans
5
Retirement
2
$104.7M assets
Welfare
3
$5.0M premiums
Participants
3,358
7 COLUMBIA CIRCLE - ALBANY, NY 122035159518-464-8536
Retirement portfolio analytics
2 plans aggregated / $104.7M assets / 2,635 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
100%top
- TIAA100%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
3 plans / $5.0M premiums / 415 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$4.5M
- Prescription drug$4.5M
- Dental$253K
- Other$186K
- Life$83K
- Long-term disability$41K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
90%top
- BLUE CROSS OF CALIFORNIA90%
- DELTA DENTAL OF CALIFORNIA5%
- NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK3%
- METROPOLITAN LIFE INSURANCE COMPANY2%
- ANTHEM LIFE INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
84%top
- GLENS FALLS NATIONAL BANK & TRUST84%
- UPSTATE AGENCY, LLC9%
- REUBEN WARNER ASSOCIATES, INC.7%
- A&B AGENCY0%
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 EXCELSIOR UNIVERSITY RETIREMENT PLAN
MoneyPurchase
Assets$64.2M
Participants1,388
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
EXCELSIOR UNIVERSITY SUPPLEMENTAL 403(B) PLAN
403b
Assets$40.6M
Participants1,247
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
EXCELSIOR UNIVERSITY HEALTH INSURANCE PLAN
Fully Insured - HIGHMARK WESTERN AND NORTHEASTERN NEW YORK INC.
Premiums$5.0M
Covered lives415
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505
EXCELSIOR UNIVERSITY FLEXIBLE BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506
EXCELSIOR UNIVERSITY HEALTH REIMBURSEMENT ACCOUNT 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 EXCELSIOR UNIVERSITY RETIREMENT PLAN | MoneyPurchase | $64.2M | 1,388 | 2024 | |
| 002 | EXCELSIOR UNIVERSITY SUPPLEMENTAL 403(B) PLAN | 403b | $40.6M | 1,247 | 2024 |
Welfare plans3
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | EXCELSIOR UNIVERSITY HEALTH INSURANCE PLAN | Fully Insured | HIGHMARK WESTERN AND NORTHEASTERN NEW YORK INC. | $5.0M | 415 | 2025 | |
| 505 | EXCELSIOR UNIVERSITY FLEXIBLE BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 | |
| 506 | EXCELSIOR UNIVERSITY HEALTH REIMBURSEMENT ACCOUNT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans