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Sponsor portfolio

WGBH EDUCATIONAL FOUNDATION

EIN 04-2104397-Latest filing 2025
Plans
2
Retirement
1
$361.3M assets
Welfare
1
$895K premiums
Participants
2,811
1 GUEST STREET - BOSTON, MA 021352016617-300-3746
Plans on this EIN
2 filings
#005403b-$361.3M - 1,984 part#510Mixed-$895K - 885 lives

Benefits portfolio analytics

1 plan / $895K premiums / 885 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$401K
  • Prescription drug$317K
  • Other$294K
  • Long-term disability$225K
  • Life$187K
  • Vision$60K
Total $895K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
48%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA48%
  • KAISER FOUNDATION HEALTH PLAN INC35%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY9%
  • VISION SERVICE PLAN7%
Total $895K4 slices

Broker market share

Schedule A broker compensation

Split broker
98%top
  • IMA, INC.98%
  • REUBEN WARNER ASSOCIATES, INC.2%
Total $87K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#005

THE WGBH EDUCATIONAL FOUNDATION RETIREMENT PLAN

403b

Assets$361.3M
Participants1,984
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

WGBH EDUCATIONAL FOUNDATION EMPLOYEE BENEFIT PLAN

Mixed - KAISER FOUNDATION HEALTH PLAN INC

Premiums$895K
Covered lives885
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
005THE WGBH EDUCATIONAL FOUNDATION RETIREMENT PLAN403b$361.3M1,9842024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
510WGBH EDUCATIONAL FOUNDATION EMPLOYEE BENEFIT PLANMixedKAISER FOUNDATION HEALTH PLAN INC$895K8852025
Retirement plans
Welfare plans
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