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Sponsor portfolio

KEMPER & LEILA WILLIAMS FOUNDATION, INC.

EIN 23-7336090-Arts, Entertainment, and Recreation-Latest filing 2025
Plans
2
Retirement
1
$12.8M assets
Welfare
1
$1.8M premiums
Participants
292
533 ROYAL STREET - NEW ORLEANS, LA 70130504-523-4662
Plans on this EIN
2 filings
#001401k-$12.8M - 148 part#501Fully Insured-$1.8M - 144 lives

Benefits portfolio analytics

1 plan / $1.8M premiums / 144 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.8M
  • Life$80K
  • Long-term disability$80K
  • Other$80K
Total $1.8M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • UNITEDHEALTHCARE INSURANCE COMPANY96%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY4%
Total $1.8M2 slices

Broker market share

Schedule A broker compensation

Split broker
96%top
  • HUB INTERNATIONAL MIDWEST LIMITED96%
  • CENTRO BENEFITS RESEARCH LLC4%
Total $90K2 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

KEMPER AND LEILA WILLIAMS FOUNDATION, INC., CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST

401k

Assets$12.8M
Participants148
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

KEMPER AND LEILA WILLIAMS FOUNDATION GROUP HEALTH AND WELFARE PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.8M
Covered lives144
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001KEMPER AND LEILA WILLIAMS FOUNDATION, INC., CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST401k$12.8M1482025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501KEMPER AND LEILA WILLIAMS FOUNDATION GROUP HEALTH AND WELFARE PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$1.8M1442025
Retirement plans
Welfare plans
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