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Sponsor portfolio

THE BARNES FOUNDATION

EIN 23-6000149-museums and institutions-Latest filing 2025
Plans
2
Retirement
1
$15.2M assets
Welfare
1
$1.8M premiums
Participants
671
2025 BENJAMIN FRANKLIN PARKWAY - PHILADELPHIA, PA 191303602215-278-7015barnesfoundation.orgLinkedIn51-200 employeesmuseums and institutions
Plans on this EIN
2 filings
#001403b-$15.2M - 540 part#501Fully Insured-$1.8M - 169 lives

Benefits portfolio analytics

1 plan / $1.8M premiums / 169 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.6M
  • Dental$83K
  • Life$65K
  • Short-term disability$65K
  • Long-term disability$65K
  • Other$65K
  • +1 more
Total $1.8M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY96%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA4%
  • EYEMED VISION CARE1%
Total $1.8M3 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • CORPORATE SYNERGIES GROUP LLC99%
  • GALLAGHER BENEFIT SERVICES, INC.1%
Total $96K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

THE BARNES FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN

403b

Assets$15.2M
Participants540
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE BARNES FOUNDATION HEALTH AND WELFARE PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$1.8M
Covered lives169
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE BARNES FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN403b$15.2M5402025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE BARNES FOUNDATION HEALTH AND WELFARE PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$1.8M1692025
Retirement plans
Welfare plans
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