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Sponsor portfolioTH

THE HERITAGE FOUNDATION

EIN 23-7327730-think tanks-Latest filing 2025
Plans
4
Retirement
2
$74.5M assets
Welfare
2
$550K premiums
Participants
1,398
214 MASSACHUSETTS AVENUE NE - WASHINGTON, DC 20002202-546-4400heritage.orgLinkedIn201-500 employeesthink tanks
Plans on this EIN
4 filings
#001ProfitSharing-$38.1M - 598 part#002401k-$36.3M - 502 part#501Mixed-$333K - 295 lives#505Fully Insured-$217K - 300 lives

Retirement portfolio analytics

2 plans aggregated / $74.5M assets / 1,100 participants

Assets by plan

Share of aggregate retirement assets

51%top
  • FOUNDATION RETIREMENT PLAN (#001)51%
  • HERITAGE FOUNDATION 403(B) (#002)49%
Total $74.5MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • SENTINEL PENSION ADVISORS100%
Total $74.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • FOUNDATION RETIREMENT PLAN (#001)598
  • HERITAGE FOUNDATION 403(B) (#002)502
Total 1,100Click row to drill in

Benefits portfolio analytics

2 plans / $550K premiums / 595 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$147K
  • Long-term disability$125K
  • Other$32K
  • Vision$29K
Total $333K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA87%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY9%
  • METROPOLITAN LIFE INSURANCE COMPANY4%
Total $333K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • KELLY & ASSOCIATES INSURANCE GROUP100%
Total $26K1 slice

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 HERITAGE FOUNDATION RETIREMENT PLAN

ProfitSharing

Assets$38.1M
Participants598
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

THE HERITAGE FOUNDATION 403(B) PLAN

401k

Assets$36.3M
Participants502
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE HERITAGE FOUNDATION EMPLOYEE BENEFITS PLAN

Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$333K
Covered lives295
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

THE HERITAGE FOUNDATION LONG TERM CARE PLAN

Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$217K
Covered lives300
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001THE HERITAGE FOUNDATION RETIREMENT PLANProfitSharing$38.1M5982024
002THE HERITAGE FOUNDATION 403(B) PLAN401k$36.3M5022024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE HERITAGE FOUNDATION EMPLOYEE BENEFITS PLANMixedLIFE INSURANCE COMPANY OF NORTH AMERICA$333K2952025
505THE HERITAGE FOUNDATION LONG TERM CARE PLANFully InsuredUNUM LIFE INSURANCE COMPANY OF AMERICA$217K3002024
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