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  2. Institute for Advanced Study
  • Retirement analytics
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Filings through Oct 24, 2026.

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Institute for Advanced Study

EIN 21-0634988-higher education-Latest filing 2025
Plans
3
Retirement
2
$176.1M assets
Health & Benefits
1
$481K premiums
Participants
1,000
1 EINSTEIN DR - PRINCETON, NJ 08540609-734-8245ias.eduLinkedIn51-200 employeeshigher education
Plans on this EIN
3 filings
#002Money purchase-$101.5M - 418 part#003403(b)-$74.7M - 309 part#505Mixed-$481K - 577 lives

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

Retirement portfolio analytics

2 plans aggregated / $176.1M assets / 727 participants

Assets by plan

Share of aggregate retirement assets

  • CONTRIBUTION RETIREMENT PLAN (#002)$101.5M
  • DEFERRED ANNUITY PLAN (#003)$74.7M
Total $176.1MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • CONTRIBUTION RETIREMENT PLAN (#002)418
  • DEFERRED ANNUITY PLAN (#003)309
Total 727Select a row to open it

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
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Plan summaries

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

Retirement#002

INSTITUTE FOR ADVANCED STUDY DEFINED CONTRIBUTION RETIREMENT PLAN

Money purchase

Assets$101.5M
Participants418
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003

INSTITUTE FOR ADVANCED STUDY TAX DEFERRED ANNUITY PLAN

403(b)

Assets$74.7M
Participants309
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#505

INSTITUTE FOR ADVANCED STUDY WELFARE BENEFIT PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$481K
Covered lives577
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002INSTITUTE FOR ADVANCED STUDY DEFINED CONTRIBUTION RETIREMENT PLANMoney purchase$101.5M4182025
#003INSTITUTE FOR ADVANCED STUDY TAX DEFERRED ANNUITY PLAN403(b)$74.7M3092025
  • INSTITUTE FOR ADVANCED STUDY DEFINED CONTRIBUTION RETIREMENT PLAN$101.5M
    #002 · Money purchase · 2025418
  • INSTITUTE FOR ADVANCED STUDY TAX DEFERRED ANNUITY PLAN$74.7M
    #003 · 403(b) · 2025309

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#505INSTITUTE FOR ADVANCED STUDY WELFARE BENEFIT PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$481K5772025
  • INSTITUTE FOR ADVANCED STUDY WELFARE BENEFIT PLAN$481K
    #505 · Mixed · THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · 2025577
Retirement plans
Health & Benefits plans

On this page

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