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Original filing (PDF)20250916151958NAL0005385234001
TRUSTEES OF PRINCETON UNIVERSITY
Form 5500
FILING_RECEIVED
PRINCETON UNIVERSITY RETIREE MEDICAL PLAN
Health & welfare plan
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
—
Net assets (EOY)
—
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRUSTEES OF PRINCETON UNIVERSITY.
Plan sponsor
Name
TRUSTEES OF PRINCETON UNIVERSITY
EIN
21-0634501
Address
OFFICE OF HUMAN RESOURCES · 100 OVERLOOK CENTER, SUITE 400 · PRINCETON, NJ · 08540
Phone
(609) 258-8960
Industry
Educational Servicessee all
Plan administrator
Name
PRINCETON UNIVERSITY BENEFITS COMMITTEE
EIN
22-3080628
City
PRINCETON, NJ
Phone
(609) 258-3300
Plan characteristics
Plan number
605
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-16
Welfare benefit codes
4A · Health (other than dental or vision)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AETNA LIFE INSURANCE COMPANY | 06-6033492 | — | CONTRACT ADMINISTRATOR | $1.4M | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OPTUMRX, INC. | 33-0441200 | — | PHARMACY BENEFIT MGMT | $304K | — |
| UNITED HEALTHCARE SERVICES, INC. | 41-1289245 | — | CLAIMS PROCESSOR | $41K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.