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Sponsor portfolioWelfare / HealthEIN 13-1879954

THE ANDREW W. MELLON FOUNDATION

140 EAST 62ND STREET · NEW YORK, NY 10065
2125002490
Plans filed
2
Years active
2015–2025
Industry
NAICS 81
Latest filing
2025
Total premiums (latest)
$5.6M
No prior year
Persons covered
330
No prior year
Total participants
215
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #501$5.6M
THE ANDREW W. MELLON FOUNDATION HEALTH AND WELFARE PLAN
Fully insured330 covered·6 carriers
Primary: CIGNA HEALTH AND LIFE INSURANCE COMPANY
Plan #502$18K
EMERITI RETIREE HEALTH PLAN FOR THE ANDREW W. MELLON FOUNDATION
Mixed8 covered·1 carrier
Primary: AETNA LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$5.6M20.4%
Health$5.4M19.7%
Dental$5.4M19.7%
Vision$5.4M19.7%
Prescription drug$5.4M19.7%
Long-term disability$140K0.5%
Life$70K0.3%

Carrier overview

6 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
CIGNA HEALTH AND LIFE INSURANCE COMPANY
EIN 591031071
HRxDVOth
$5.4M95.7%11330
UNITED OF OMAHA LIFE INSURANCE COMPANY
EIN 470246511
LTDOth
$140K2.5%11201
COMPANION LIFE INSURANCE COMPANY
EIN 131595128
L
$70K1.2%11201
MAGELLAN HEALTHCARE
EIN 522135463
Oth
$19K0.3%11181
ACE AMERICAN INSURANCE COMPANY
EIN 952371728
Oth
$8K0.1%12210
TELUS HEALTH (US) LTD.
EIN 521883918
Oth
$6K0.1%11210

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MARSH & MCLENNAN AGENCY LLCSADDLE BROOK, NJCOMPANION LIFE INSURANCE COMPANY, ACE AMERICAN INSURANCE COMPANY, MUTUAL OF OMAHA INSURANCE COMPANY, CIGNA HEALTH AND LIFE INSURANCE COMPANY$43K$284K$326K68.3%1
CENTERSTONE INSURANCE AND FINANCIALDALLAS, TXCIGNA HEALTH AND LIFE INSURANCE COMPANY$0$150K$150K31.4%1
REUBEN WARNER ASSOCIATES, INC.STATEN ISLAND, NYACE AMERICAN INSURANCE COMPANY$0$2K$2K0.3%1

History & trajectory

11 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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