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  2. CORIELL INSTITUTE FOR MEDICAL RESEARCH, INC
Sponsor portfolioTH

CORIELL INSTITUTE FOR MEDICAL RESEARCH, INC

EIN 21-0672684-research-Latest filing 2025
Plans
3
Retirement
2
$25.8M assets
Welfare
1
$1.2M premiums
Participants
772
403 HADDON AVENUE - CAMDEN, NJ 08103856-668-2074coriell.orgLinkedIn51-200 employeesresearch
Plans on this EIN
3 filings
#004MoneyPurchase-$13.5M - 414 part#005403b-$12.3M - 253 part#501Fully Insured-$1.2M - 270 lives

Retirement portfolio analytics

2 plans aggregated / $25.8M assets / 667 participants

Assets by plan

Share of aggregate retirement assets

52%top
  • RETIREMENT PLAN 401A (#004)52%
  • ANNUITY PLAN 403(B) (#005)48%
Total $25.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • RETIREMENT PLAN 401A (#004)414
  • ANNUITY PLAN 403(B) (#005)253
Total 667Click row to drill in

Benefits portfolio analytics

1 plan / $1.2M premiums / 270 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.1M
  • Prescription drug$1.1M
  • Other$149K
  • Dental$145K
  • Life$145K
  • Long-term disability$145K
  • +1 more
Total $1.2M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • HORIZON HEALTHCARE SERVICES, INC.87%
  • METROPOLITAN LIFE INSURANCE COMPANY12%
  • EYEMED VISION CARE1%
  • HEALTH ADVOCATE SOLUTIONS, INC.0%
Total $1.2M4 slices

Broker market share

Schedule A broker compensation

Split broker
84%top
  • ASSUREDPARTNERS84%
  • UNIVEST INSURANCE INC16%
Total $84K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#004

CORIELL INSTITUTE FOR MEDICAL RESEARCH DEFINED CONTRIBUTION RETIREMENT PLAN 401A

MoneyPurchase

Assets$13.5M
Participants414
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005

CORIELL INSTITUTE FOR MEDICAL RESEARCH TAX-DEFERRED ANNUITY PLAN 403(B)

403b

Assets$12.3M
Participants253
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CORIELL INSTITUTE FOR MEDICAL RESEARCH, INC HEALTH AND WELFARE PLAN

Fully Insured - HORIZON HEALTHCARE SERVICES, INC.

Premiums$1.2M
Covered lives270
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
004CORIELL INSTITUTE FOR MEDICAL RESEARCH DEFINED CONTRIBUTION RETIREMENT PLAN 401AMoneyPurchase$13.5M4142024
005CORIELL INSTITUTE FOR MEDICAL RESEARCH TAX-DEFERRED ANNUITY PLAN 403(B)403b$12.3M2532024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CORIELL INSTITUTE FOR MEDICAL RESEARCH, INC HEALTH AND WELFARE PLANFully InsuredHORIZON HEALTHCARE SERVICES, INC.$1.2M2702025
Retirement plans
Welfare plans
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