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Form 5500 · Employee benefit plan · NEW YORK, NY

NEW YORK UNIVERSITY

The filing calls this plan NYU GROSSMAN SCHOOL OF MEDICINE RETIREE WELFARE BENEFIT PLAN.

NEW YORK UNIVERSITY of NEW YORK, NY files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is AON CONSULTING. Coverage is written through METROPOLITAN LIFE INSURANCE COMPANY. The plan's most recent policy period ended in December.

Benefits broker of record
Policy year ends
Decemberas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 13-5562308 · plan 530 · plan year 2024, filed Oct 13, 2025

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How this plan is funded

Self-funded as reported

The filing reports benefits paid from the plan's own money, and no medical insurance contract on Schedule A.

A stop-loss policy appears on a Form 5500 only when the plan itself is the beneficiary, or the premiums are paid from plan money. Many employers buy stop-loss and never report it here. So a plan with no stop-loss on its filing may still have it.

All participants at the start of the year
671
Active at start of year
0
Active at end of year
0
Disclosed commissions
$0
Typical renewal
January 1

Benefits declared on this filing

Healthdeclared, not on Schedule A
Dentaldeclared under plan 515
Visiondeclared under plan 515
Lifeinsured — METROPOLITAN LIFE INSURANCE COMPANY565 of 671 participants (84%)
Disabilitydeclared under plan 515

Also declared: death benefits.

Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.

Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.

Plan brief

The filing discloses a single insured line, life, through METROPOLITAN LIFE INSURANCE COMPANY, covering 565 people.

The filing declares life and health. Health appears with no insured contract on Schedule A. That coverage may be self-funded, or placed with a carrier that is not on this filing.

Reported premium is $21,477; the filing discloses no broker commission on these contracts.

The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsPremiumCommission
METROPOLITAN LIFE INSURANCE COMPANYLife565Jan 1, 2025$21,477$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

UNITED HEALTHCARE
Claims processing · EIN 41-1289245
$296,459
paid directly by the plan
SILVERSCRIPTS
Claims processing · EIN 11-2580136
$52,326
paid directly by the plan
HEALTHEQUITY
Claims processing · EIN 52-2383166
$41,727
paid directly by the plan
FORVIS MAZARS, LLP
Accounting and audit · EIN 44-0160260
$20,441
paid directly by the plan
BUCK GLOBAL LLC
Named on Schedule C · EIN 13-3954297
$12,210
paid directly by the plan
JP MORGAN CHASE BANK, N.A.
Named on Schedule C · EIN 13-4994650
$8,362
paid directly by the plan

Named on Schedule C of this filing. We publish company names only.

Money the plan held and paid out

Plan assets at year end
$3,993,567
Paid out in benefits
$7,912,199
Paid to insurance carriersSchedule H, line 2e(2)
$28,984
Independent accountantEIN 44-0160260
FORVIS MAZARS, LLP
Accountant's opinion (Schedule H, line 3a)
Unmodified

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

These are the plan's own figures from Schedule H, the financial statement it files. They are not the premium on Schedule A.

Other plans filed by this employer

How this plan compares

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