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Sponsor portfolioTH

JOHN D AND CATHERINE T MACARTHUR FOUNDATION

EIN 23-7093598-Latest filing 2025
Plans
3
Retirement
2
$178.9M assets
Welfare
1
$8.3M premiums
Participants
820
140 S DEARBORN ST STE 1200 - CHICAGO, IL 606035285312-726-8000
Plans on this EIN
3 filings
#001ProfitSharing-$130.1M - 304 part#002ProfitSharing-$48.8M - 269 part#504Mixed-$8.3M - 537 lives

Retirement portfolio analytics

2 plans aggregated / $178.9M assets / 573 participants

Assets by plan

Share of aggregate retirement assets

73%top
  • FOUNDATION RETIREMENT PLAN (#001)73%
  • T. MACARTHUR FOUNDATION (#002)27%
Total $178.9MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • THE VANGUARD GROUP, INC.100%
Total $178.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • FOUNDATION RETIREMENT PLAN (#001)304
  • T. MACARTHUR FOUNDATION (#002)269
Total 573Click row to drill in

Benefits portfolio analytics

1 plan / $8.3M premiums / 537 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$7.7M
  • Prescription drug$7.7M
  • Life$437K
  • Short-term disability$437K
  • Long-term disability$437K
  • Other$437K
  • +1 more
Total $8.3M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • BLUE CROSS OF CALIFORNIA92%
  • SUN LIFE ASSURANCE COMPANY OF CANADA5%
  • RELIASTAR LIFE INSURANCE COMPANY2%
Total $8.3M3 slices

Broker market share

Schedule A broker compensation

Split broker
40%top
  • DIGITAL INSURANCE LLC40%
  • ENROLLEASE32%
  • CENTRO BENEFITS RESEARCH LLC28%
Total $32K3 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

JOHN D. & CATHERINE T. MACARTHUR FOUNDATION RETIREMENT PLAN

ProfitSharing

Assets$130.1M
Participants304
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SECTION 403(B) PLAN OF THE JOHN D. AND CATHERINE T. MACARTHUR FOUNDATION

ProfitSharing

Assets$48.8M
Participants269
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

JOHN D AND CATHERINE T MACARTHUR FOUNDATION HEALTH & WELFARE PLAN

Mixed - BLUE CROSS BLUE SHIELD OF ILLINOIS

Premiums$8.3M
Covered lives537
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001JOHN D. & CATHERINE T. MACARTHUR FOUNDATION RETIREMENT PLANProfitSharing$130.1M3042024
002SECTION 403(B) PLAN OF THE JOHN D. AND CATHERINE T. MACARTHUR FOUNDATIONProfitSharing$48.8M2692024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
504JOHN D AND CATHERINE T MACARTHUR FOUNDATION HEALTH & WELFARE PLANMixedBLUE CROSS BLUE SHIELD OF ILLINOIS$8.3M5372025
Retirement plans
Welfare plans
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