Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
FORD FOUNDATION
EIN 13-1684331philanthropyLatest filing 2024
Plans
7
Retirement
2
$491.3M assets
Welfare
5
$17.7M premiums
Participants
2,275
320 EAST 43RD STREET - NEW YORK, NY 10017212-573-5355fordfoundation.orgLinkedIn201-500 employeesphilanthropy
Retirement portfolio analytics
2 plans aggregated / $491.3M assets / 693 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
5 plans / $17.7M premiums / 2,762 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$15.9M
- Prescription drug$10.4M
- Dental$1.9M
- Life$739K
- Long-term disability$325K
Carrier market share
Premium dollars by Schedule A carrier
94%top
- AETNA LIFE INSURANCE COMPANY94%
- NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK6%
Broker market share
Schedule A broker compensation
0%top
- CBIZ BENEFITS & INSURANCE SERVICES0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
FORD FOUNDATION RETIREMENT PLAN
OtherDC
Assets$298.4M
Participants90
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
FORD FOUNDATION SAVINGS PLAN
403b
Assets$192.9M
Participants603
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
COMPREHENSIVE MEDICAL INSURANCE PLAN
Mixed - AETNA LIFE INSURANCE COMPANY
Premiums$10.4M
Covered lives777
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#513
FORD FOUNDATION RETIREE WELFARE PLAN
Fully Insured - AETNA LIFE INSURANCE COMPANY
Premiums$6.3M
Covered lives517
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
DENTAL EXPENSE INSURANCE PLAN
Fully Insured - AETNA LIFE INSURANCE COMPANY
Premiums$418K
Covered lives825
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504
LONG TERM DISABILITY INSURANCE PLAN
Fully Insured - THE STANDARD LIFE INSURANCE COMPANY OF NEW YORK
Premiums$325K
Covered lives299
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
LIFE & AD & D INSURANCE PLAN
Fully Insured - THE STANDARD LIFE INSURANCE COMPANY OF NEW YORK
Premiums$246K
Covered lives344
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | FORD FOUNDATION RETIREMENT PLAN | OtherDC | $298.4M | 90 | 2024 | |
| 003 | FORD FOUNDATION SAVINGS PLAN | 403b | $192.9M | 603 | 2024 |
Welfare plans5
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | COMPREHENSIVE MEDICAL INSURANCE PLAN | Mixed | AETNA LIFE INSURANCE COMPANY | $10.4M | 777 | 2024 | |
| 513 | FORD FOUNDATION RETIREE WELFARE PLAN | Fully Insured | AETNA LIFE INSURANCE COMPANY | $6.3M | 517 | 2024 | |
| 503 | DENTAL EXPENSE INSURANCE PLAN | Fully Insured | AETNA LIFE INSURANCE COMPANY | $418K | 825 | 2024 | |
| 504 | LONG TERM DISABILITY INSURANCE PLAN | Fully Insured | THE STANDARD LIFE INSURANCE COMPANY OF NEW YORK | $325K | 299 | 2024 | |
| 502 | LIFE & AD & D INSURANCE PLAN | Fully Insured | THE STANDARD LIFE INSURANCE COMPANY OF NEW YORK | $246K | 344 | 2024 |
Retirement plans
Welfare plans