Assets by plan
Share of aggregate retirement assets
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
2 plans aggregated / $44.8M assets / 354 participants
Share of aggregate retirement assets
Active + retired + deferred vested
1 plan / $1.7M premiums / 227 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
403(b)
Profit-sharing
Mixed - BLUECROSS BLUESHIELD OF ILLINOIS
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #334 | ROBERT R. MCCORMICK FOUNDATIONS 403(B) PLAN | 403(b) | $26.6M | 209 | 2024 |
| #333 | ROBERT R. MCCORMICK FOUNDATIONS DEFINED CONTRIBUTION PLAN | Profit-sharing | $18.2M | 145 | 2024 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #503 | RRM FOUNDATIONS EMPLOYEE HEALTH PLAN | Mixed | BLUECROSS BLUESHIELD OF ILLINOIS | $1.7M | 227 | 2025 |