Plan #	Name	Funding	Carrier	Premiums	Covered	Latest year
501	WOLF TRAP FOUNDATION FOR THE PERFORMING ARTS	Mixed	THE LINCOLN NATIONAL LIFE INSURANCE COMPANY	$255K	121	2025
502	WOLF TRAP FOUNDATION FOR THE PERFORMING ARTS MEDICAL, & DENTAL PLAN	Mixed	LINCOLN NATIONAL LIFE INSURANCE COMPANY	$105K	107	2024

Retirement plans

Welfare plans

Sponsor portfolio

WOLF TRAP FOUNDATION FOR THE PERFORMING ARTS

EIN 23-7011544performing artsLatest filing 2025

Plans

Retirement

$19.9M assets

Welfare

$360K premiums

Participants

452

1645 TRAP ROAD - VIENNA, VA 22182703-255-1906wolftrap.orgLinkedIn51-200 employeesperforming arts

Plans on this EIN

3 filings

#001403b-$19.9M - 219 part #501Mixed-$255K - 121 lives #502Mixed-$105K - 107 lives

Benefits portfolio analytics

2 plans / $360K premiums / 228 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

Dental$112K
Life$54K
Other$54K
Short-term disability$44K
Long-term disability$33K
Vision$13K

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor

95%top

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY95%
VISION SERVICE PLAN5%

Broker market share

Schedule A broker compensation

Split broker

66%top

MARSH & MCLENNAN AGENCY LLC66%
NFP INSURANCE SERVICES INC34%

Plan deep-dives

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

Retirement#001

WOLF TRAP FOUNDATION 403(B) PLAN

403b

Assets$19.9M

Participants219

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Welfare#501