Assets by plan
Share of aggregate retirement assets
Filings through .
Top hat
The Heritage Foundation
EIN 23-7327730think tanksLatest filing 2025
Plans
4
Retirement
2
$83.2M assets
Health & Benefits
2
$550K premiums
Participants
1,676
214 MASSACHUSETTS AVENUE NE - WASHINGTON, DC 20002202-546-4400heritage.orgLinkedIn201-500 employeesthink tanks
Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
Retirement portfolio analytics
2 plans aggregated / $83.2M assets / 1,378 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
Participants by plan
Active + retired + deferred vested
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
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
THE HERITAGE FOUNDATION RETIREMENT PLAN
Profit-sharing
Assets$43.8M
Participants943
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
THE HERITAGE FOUNDATION 403(B) PLAN
401(k)
Assets$39.4M
Participants435
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
THE HERITAGE FOUNDATION EMPLOYEE BENEFITS PLAN
Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA
Premiums$333K
Covered lives295
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#505
THE HERITAGE FOUNDATION LONG TERM CARE PLAN
Fully insured - UNUM LIFE INSURANCE COMPANY OF AMERICA
Premiums$217K
Covered lives300
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | THE HERITAGE FOUNDATION RETIREMENT PLAN | Profit-sharing | $43.8M | 943 | 2025 |
| #002 | THE HERITAGE FOUNDATION 403(B) PLAN | 401(k) | $39.4M | 435 | 2025 |
- #001 · Profit-sharing · 2025943
- #002 · 401(k) · 2025435
Health & Benefits plans
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | THE HERITAGE FOUNDATION EMPLOYEE BENEFITS PLAN | Mixed | LIFE INSURANCE COMPANY OF NORTH AMERICA | $333K | 295 | 2025 |
| #505 | THE HERITAGE FOUNDATION LONG TERM CARE PLAN | Fully insured | UNUM LIFE INSURANCE COMPANY OF AMERICA | $217K | 300 | 2024 |
- #501 · Mixed · LIFE INSURANCE COMPANY OF NORTH AMERICA · 2025295
- #505 · Fully insured · UNUM LIFE INSURANCE COMPANY OF AMERICA · 2024300
Retirement plans
Health & Benefits plans