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Sponsor portfolioTH

STEVENS INSTITUTE OF TECHNOLOGY

EIN 22-1487354-higher education-Latest filing 2025
Plans
4
Retirement
3
$467.3M assets
Welfare
1
$3.8M premiums
Participants
4,101
CASTLE POINT ON THE HUDSON - HOBOKEN, NJ 07030201-216-5000stevens.eduLinkedIn201-500 employeeshigher education
Plans on this EIN
4 filings
#001403b-$466.5M - 2,554 part#002TraditionalDB-$542K - 75 part#003TraditionalDB-$279K - 35 part#510Fully Insured-$3.8M - 1,852 lives

Retirement portfolio analytics

3 plans aggregated / $467.3M assets / 2,664 participants

Assets by plan

Share of aggregate retirement assets

100%top
  • TECHNOLOGY DEFINED CONTRIBUTI (#001)100%
  • STAFF EMPLOYEES' PENSION (#002)0%
  • NO. 660 PENSION (#003)0%
Total $467.3MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • TEACHERS INSURANCE & ANNUITY ASSOC100%
  • (Not disclosed)0%
Total $467.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • TECHNOLOGY DEFINED CONTRIBUTI (#001)2,554
  • STAFF EMPLOYEES' PENSION (#002)75
  • NO. 660 PENSION (#003)35
Total 2,664Click row to drill in

Benefits portfolio analytics

1 plan / $3.8M premiums / 1,852 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Prescription drug$2.3M
  • Vision$2.2M
  • Health$2.1M
  • Dental$692K
  • Other$634K
  • Life$582K
  • +2 more
Total $3.8M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
58%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY58%
  • AETNA LIFE INSURANCE COMPANY18%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA16%
  • UNITEDHEALTHCARE INSURANCE COMPANY6%
  • VISION SERVICE PLAN2%
Total $3.8M5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
Total $25K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

STEVENS INSTITUTE OF TECHNOLOGY DEFINED CONTRIBUTI

403b

Assets$466.5M
Participants2,554
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

STEVENS INSTITUTE OF TECHNOLOGY NON-ACADEMIC STAFF EMPLOYEES' PENSION PLAN

TraditionalDB

Assets$542K
Participants75
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

STEVENS INSTITUTE OF TECHNOLOGY NO. 660 PENSION PLAN

TraditionalDB

Assets$279K
Participants35
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

THE TRUSTEES OF THE STEVENS INSTITUTE OF TECHNOLOGY HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$3.8M
Covered lives1,852
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
001STEVENS INSTITUTE OF TECHNOLOGY DEFINED CONTRIBUTI403b$466.5M2,5542024
002STEVENS INSTITUTE OF TECHNOLOGY NON-ACADEMIC STAFF EMPLOYEES' PENSION PLANTraditionalDB$542K752025
003STEVENS INSTITUTE OF TECHNOLOGY NO. 660 PENSION PLANTraditionalDB$279K352025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
510THE TRUSTEES OF THE STEVENS INSTITUTE OF TECHNOLOGY HEALTH AND WELFARE BENEFIT PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$3.8M1,8522024
Retirement plans
Welfare plans
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