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Sponsor portfolioTH

INSTITUTE FOR ADVANCED STUDY

EIN 21-0634988-higher education-Latest filing 2025
Plans
3
Retirement
2
$159.1M assets
Welfare
1
$481K premiums
Participants
984
1 EINSTEIN DRIVE, - PRINCETON, NJ 08540609-734-8245ias.eduLinkedIn51-200 employeeshigher education
Plans on this EIN
3 filings
#002MoneyPurchase-$90.4M - 407 part#003403b-$68.8M - 304 part#505Mixed-$481K - 577 lives

Retirement portfolio analytics

2 plans aggregated / $159.1M assets / 711 participants

Assets by plan

Share of aggregate retirement assets

57%top
  • CONTRIBUTION RETIREMENT PLAN (#002)57%
  • DEFERRED ANNUITY PLAN (#003)43%
Total $159.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CONTRIBUTION RETIREMENT PLAN (#002)407
  • DEFERRED ANNUITY PLAN (#003)304
Total 711Click row to drill in

Benefits portfolio analytics

1 plan / $481K premiums / 577 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$245K
  • Long-term disability$245K
  • Other$245K
  • Dental$220K
  • Vision$17K
Total $481K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
51%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA51%
  • METROPOLITAN LIFE INSURANCE COMPANY46%
  • VISION SERVICE PLAN3%
Total $481K3 slices

Broker market share

Schedule A broker compensation

Split broker
81%top
  • HP PLANNING LLC81%
  • GCG FINANCIAL LLC19%
Total $60K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

INSTITUTE FOR ADVANCED STUDY DEFINED CONTRIBUTION RETIREMENT PLAN

MoneyPurchase

Assets$90.4M
Participants407
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

INSTITUTE FOR ADVANCED STUDY TAX DEFERRED ANNUITY PLAN

403b

Assets$68.8M
Participants304
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

INSTITUTE FOR ADVANCED STUDY WELFARE BENEFIT PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$481K
Covered lives577
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002INSTITUTE FOR ADVANCED STUDY DEFINED CONTRIBUTION RETIREMENT PLANMoneyPurchase$90.4M4072024
003INSTITUTE FOR ADVANCED STUDY TAX DEFERRED ANNUITY PLAN403b$68.8M3042024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505INSTITUTE FOR ADVANCED STUDY WELFARE BENEFIT PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$481K5772025
Retirement plans
Welfare plans
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