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PRINCETON UNIVERSITY

EIN 21-0634501-higher education-Latest filing 2025
Plans
9
Retirement
2
$4.79B assets
Welfare
7
$11.5M premiums
Participants
74,771
100 OVERLOOK CENTER,, SUITE 400 - PRINCETON, NJ 08544609-258-3302princeton.eduLinkedIn5001-10000 employeeshigher education
Plans on this EIN
9 filings
#003MoneyPurchase-$2.76B - 17,931 part#004403b-$2.03B - 15,468 part#603Mixed-$5.2M - 8,554 lives#602Fully Insured-$2.9M - 5,568 lives#505Fully Insured-$2.4M - 8,130 lives#601Fully Insured-$1.0M - 8,357 lives#507Fully Insured-$13K - 8,273 lives#604Self Funded-0 lives#605Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $4.79B assets / 33,399 participants

Assets by plan

Share of aggregate retirement assets

58%top
  • UNIVERSITY RETIREMENT PLAN (#003)58%
  • UNIVERSITY RETIREMENT Savings (#004)42%
Total $4.79BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • TIAA100%
Total $4.79BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • UNIVERSITY RETIREMENT PLAN (#003)17,931
  • UNIVERSITY RETIREMENT Savings (#004)15,468
Total 33,399Click row to drill in

Benefits portfolio analytics

7 plans / $11.5M premiums / 38,882 covered lives

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • STARR INDEMNITY & LIABILITY COMPANY100%
Total $13K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • BROWN & BROWN INSURANCE SERVICES100%
Total $2K1 slice

Plan deep-dives

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

PRINCETON UNIVERSITY RETIREMENT PLAN

MoneyPurchase

Assets$2.76B
Participants17,931
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

PRINCETON UNIVERSITY RETIREMENT SAVINGS PLAN

403b

Assets$2.03B
Participants15,468
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#603

HEALTH CARE PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$5.2M
Covered lives8,554
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#602

GROUP LIFE INSURANCE PROGRAM - SUPPLEMENTAL

Fully Insured - HARTFORD LIFE AND ACCIDENT

Premiums$2.9M
Covered lives5,568
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

TOTAL DISABILITY INSURANCE PROGRAM

Fully Insured - HARTFORD LIFE AND ACCIDENT

Premiums$2.4M
Covered lives8,130
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#601

GROUP LIFE INSURANCE PROGRAM - REGULAR

Fully Insured - HARTFORD LIFE AND ACCIDENT

Premiums$1.0M
Covered lives8,357
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#507

BUSINESS TRAVEL ACCIDENT INSURANCE PLAN

Fully Insured - STARR INDEMNITY & LIABILITY COMPANY

Premiums$13K
Covered lives8,273
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#604

PRINCETON UNIVERSITY CAFETERIA PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#605

PRINCETON UNIVERSITY RETIREE MEDICAL PLAN

Self Funded

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

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003PRINCETON UNIVERSITY RETIREMENT PLANMoneyPurchase$2.76B17,9312025
004PRINCETON UNIVERSITY RETIREMENT SAVINGS PLAN403b$2.03B15,4682025

Welfare plans7

Plan #NameFundingCarrierPremiumsCoveredLatest year
603HEALTH CARE PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$5.2M8,5542024
602GROUP LIFE INSURANCE PROGRAM - SUPPLEMENTALFully InsuredHARTFORD LIFE AND ACCIDENT$2.9M5,5682024
505TOTAL DISABILITY INSURANCE PROGRAMFully InsuredHARTFORD LIFE AND ACCIDENT$2.4M8,1302024
601GROUP LIFE INSURANCE PROGRAM - REGULARFully InsuredHARTFORD LIFE AND ACCIDENT$1.0M8,3572024
507BUSINESS TRAVEL ACCIDENT INSURANCE PLANFully InsuredSTARR INDEMNITY & LIABILITY COMPANY$13K8,2732025
604PRINCETON UNIVERSITY CAFETERIA PLANSelf Funded-$002024
605PRINCETON UNIVERSITY RETIREE MEDICAL PLANSelf Funded-$002024
Retirement plans
Welfare plans
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