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Sponsor portfolioTH

ROBERT WOOD JOHNSON FOUNDATION

EIN 22-6029397-medical practice-Latest filing 2024
Plans
3
Retirement
2
$287.9M assets
Welfare
1
$10.5M premiums
Participants
1,719
50 COLLEGE ROAD EAST - PRINCETON, NJ 08540609-627-6351LinkedIn1-10 employeesmedical practice
Plans on this EIN
3 filings
#003403b-$155.7M - 560 part#001403b-$132.2M - 682 part#501Mixed-$10.5M - 1,119 lives

Retirement portfolio analytics

2 plans aggregated / $287.9M assets / 1,242 participants

Assets by plan

Share of aggregate retirement assets

54%top
  • QUALIFIED RETIREMENT PLAN (#003)54%
  • FOUNDATION MATCHED Savings (#001)46%
Total $287.9MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • TIAA100%
Total $287.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • FOUNDATION MATCHED Savings (#001)682
  • QUALIFIED RETIREMENT PLAN (#003)560
Total 1,242Click row to drill in

Benefits portfolio analytics

1 plan / $10.5M premiums / 1,119 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$10.1M
  • Health$10.0M
  • Dental$10.0M
  • Vision$10.0M
  • Prescription drug$10.0M
  • Long-term disability$282K
  • +1 more
Total $10.5M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY95%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA5%
Total $10.5M2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

ROBERT WOOD JOHNSON FOUNDATION QUALIFIED RETIREMENT PLAN

403b

Assets$155.7M
Participants560
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

ROBERT WOOD JOHNSON FOUNDATION MATCHED SAVINGS PLAN

403b

Assets$132.2M
Participants682
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ROBERT WOOD JOHNSON FOUNDATION HEALTH & WELFARE PLAN

Mixed - CIGNA HEALTH AND LIFE LNSURANCE COMPANY AND AFFILIATES

Premiums$10.5M
Covered lives1,119
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003ROBERT WOOD JOHNSON FOUNDATION QUALIFIED RETIREMENT PLAN403b$155.7M5602024
001ROBERT WOOD JOHNSON FOUNDATION MATCHED SAVINGS PLAN403b$132.2M6822024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ROBERT WOOD JOHNSON FOUNDATION HEALTH & WELFARE PLANMixedCIGNA HEALTH AND LIFE LNSURANCE COMPANY AND AFFILIATES$10.5M1,1192024
Retirement plans
Welfare plans
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