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  2. CARNEGIE MELLON UNIVERSITY
Sponsor portfolioTH

CARNEGIE MELLON UNIVERSITY

EIN 25-0969449-higher education-Latest filing 2024
Plans
3
Retirement
2
$2.88B assets
Welfare
1
$7.7M premiums
Participants
31,536
5000 FORBES AVENUE - PITTSBURGH, PA 152133815412-268-2047cmu.eduLinkedIn5001-10000 employeeshigher education
Plans on this EIN
3 filings
#007403b-$2.82B - 19,247 part#009401k-$63.5M - 6,339 part#534Fully Insured-$7.7M - 9,060 lives

Retirement portfolio analytics

2 plans aggregated / $2.88B assets / 25,586 participants

Assets by plan

Share of aggregate retirement assets

98%top
  • STAFF RETIREMENT PLAN (#007)98%
  • MELLON UNIVERSITY 401(K) (#009)2%
Total $2.88BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • STAFF RETIREMENT PLAN (#007)19,247
  • MELLON UNIVERSITY 401(K) (#009)6,339
Total 25,586Click row to drill in

Benefits portfolio analytics

1 plan / $7.7M premiums / 9,060 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$4.1M
  • Dental$3.5M
  • Life$3.2M
  • Short-term disability$3.2M
  • Long-term disability$3.2M
  • Health$1.2M
  • +2 more
Total $7.7M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
46%top
  • METROPOLITAN LIFE INSURANCE COMPANY46%
  • UNITED CONCORDIA INSURANCE COMPANY35%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY11%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA3%
  • AETNA LIFE INSURANCE COMPANY2%
  • +2 more
Total $7.7M7 slices

Broker market share

Schedule A broker compensation

Split broker
97%top
  • ASSUREDPARTNERS97%
  • WILLIS TOWERS WATSON US LLC3%
  • AON CONSULTING INC0%
Total $270K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#007

CARNEGIE MELLON UNIVERSITY FACULTY AND STAFF RETIREMENT PLAN

403b

Assets$2.82B
Participants19,247
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#009

CARNEGIE MELLON UNIVERSITY 401(K) PLAN

401k

Assets$63.5M
Participants6,339
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#534

CARNEGIE MELLON UNIVERSITY BENEFIT PLAN

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$7.7M
Covered lives9,060
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
007CARNEGIE MELLON UNIVERSITY FACULTY AND STAFF RETIREMENT PLAN403b$2.82B19,2472024
009CARNEGIE MELLON UNIVERSITY 401(K) PLAN401k$63.5M6,3392024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
534CARNEGIE MELLON UNIVERSITY BENEFIT PLANFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$7.7M9,0602024
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