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Sponsor portfolioTH

DORIS DUKE MANAGEMENT FOUNDATION

EIN 13-4008718-Latest filing 2025
Plans
3
Retirement
1
$50.3M assets
Welfare
2
$3.3M premiums
Participants
402
1112 DUKES PARKWAY WEST - HILLSBOROUGH, NJ 08844212-974-7013
Plans on this EIN
3 filings
#002401k-$50.3M - 288 part#510Fully Insured-$3.3M - 280 lives#501Unknown-0 lives

Benefits portfolio analytics

2 plans / $3.3M premiums / 280 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.0M
  • Prescription drug$3.0M
  • Dental$158K
  • Life$131K
  • Short-term disability$131K
  • Long-term disability$131K
  • +2 more
Total $3.3M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
80%top
  • UNITEDHEALTHCARE INSURANCE COMPANY80%
  • HAWAII MEDICAL SERVICE ASSOCIATION11%
  • METROPOLITAN LIFE INSURANCE COMPANY5%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA4%
Total $3.3M4 slices

Broker market share

Schedule A broker compensation

Split broker
91%top
  • WILLIS TOWERS WATSON US LLC91%
  • DONALD C SAVOY INC5%
  • GALLAGHER BENEFIT SERVICES, INC.4%
Total $146K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

DORIS DUKE MANAGEMENT FOUNDATION 401(K) PLAN

401k

Assets$50.3M
Participants288
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

DORIS DUKE MANAGEMENT FOUNDATION GROUP BENEFITS PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$3.3M
Covered lives280
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

DORIS DUKE EAP PLAN

Unknown

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002DORIS DUKE MANAGEMENT FOUNDATION 401(K) PLAN401k$50.3M2882024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
510DORIS DUKE MANAGEMENT FOUNDATION GROUP BENEFITS PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$3.3M2802025
501DORIS DUKE EAP PLANUnknown-$002025
Retirement plans
Welfare plans
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