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Sponsor portfolio

BILL, HILLARY & CHELSEA CLINTON FOUNDATION

EIN 31-1580204-Latest filing 2025
Plans
2
Retirement
1
$37.1M assets
Welfare
1
$4.4M premiums
Participants
526
1200 PRESIDENT CLINTON AVE - LITTLE ROCK, AR 72201501-748-0573
Plans on this EIN
2 filings
#001401k-$37.1M - 369 part#501Mixed-$4.4M - 157 lives

Benefits portfolio analytics

1 plan / $4.4M premiums / 157 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.3M
  • Dental$4.3M
  • Other$36K
  • Life$31K
  • Long-term disability$31K
  • Vision$19K
Total $4.4M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
99%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY99%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA1%
  • VISION SERVICE PLAN0%
Total $4.4M3 slices

Broker market share

Schedule A broker compensation

Split broker
95%top
  • ALLEGIANT GLOBAL PARTNERS95%
  • ASSUREDPARTNERS5%
Total $234K2 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

THE CLINTON FOUNDATION RETIREMENT PLAN

401k

Assets$37.1M
Participants369
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE WILLIAM J. CLINTON FOUNDATION GROUP BENEFIT PL

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$4.4M
Covered lives157
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE CLINTON FOUNDATION RETIREMENT PLAN401k$37.1M3692024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE WILLIAM J. CLINTON FOUNDATION GROUP BENEFIT PLMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY$4.4M1572025
Retirement plans
Welfare plans
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