Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
FORD FOUNDATION
EIN 13-1684331philanthropyLatest filing 2025
Plans
7
Retirement
2
$549.6M assets
Welfare
5
$3.2M premiums
Participants
2,326
320 EAST 43RD STREET - NEW YORK, NY 10017212-573-5355fordfoundation.orgLinkedIn201-500 employeesphilanthropy
Retirement portfolio analytics
2 plans aggregated / $549.6M assets / 734 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
5 plans / $3.2M premiums / 2,101 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$2.1M
- Health$1.3M
- Vision$1.3M
- Prescription drug$1.3M
- Life$813K
- Long-term disability$365K
Carrier market share
Premium dollars by Schedule A carrier
64%top
- AETNA LIFE INSURANCE COMPANY64%
- NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK36%
Broker market share
Schedule A broker compensation
100%top
- ALLEGIANT GLOBAL PARTNERS100%
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$323.0M
Participants89
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
FORD FOUNDATION SAVINGS PLAN
403b
Assets$226.7M
Participants645
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
COMPREHENSIVE MEDICAL INSURANCE PLAN
Fully Insured - AETNA LIFE INSURANCE COMPANY
Premiums$1.3M
Covered lives169
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#513
FORD FOUNDATION RETIREE WELFARE PLAN
Mixed - THE STANDARD LIFE INSURANCE COMPANY OF NEW YORK
Premiums$858K
Covered lives458
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
DENTAL EXPENSE INSURANCE PLAN
Fully Insured - AETNA LIFE INSURANCE COMPANY
Premiums$411K
Covered lives828
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$365K
Covered lives298
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$268K
Covered lives348
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 | $323.0M | 89 | 2025 | |
| 003 | FORD FOUNDATION SAVINGS PLAN | 403b | $226.7M | 645 | 2025 |
Welfare plans5
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | COMPREHENSIVE MEDICAL INSURANCE PLAN | Fully Insured | AETNA LIFE INSURANCE COMPANY | $1.3M | 169 | 2025 | |
| 513 | FORD FOUNDATION RETIREE WELFARE PLAN | Mixed | THE STANDARD LIFE INSURANCE COMPANY OF NEW YORK | $858K | 458 | 2025 | |
| 503 | DENTAL EXPENSE INSURANCE PLAN | Fully Insured | AETNA LIFE INSURANCE COMPANY | $411K | 828 | 2025 | |
| 504 | LONG TERM DISABILITY INSURANCE PLAN | Fully Insured | THE STANDARD LIFE INSURANCE COMPANY OF NEW YORK | $365K | 298 | 2025 | |
| 502 | LIFE & AD & D INSURANCE PLAN | Fully Insured | THE STANDARD LIFE INSURANCE COMPANY OF NEW YORK | $268K | 348 | 2025 |
Retirement plans
Welfare plans