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Sponsor portfolioTH

ROBERT R MCCORMICK FOUNDATION

EIN 36-3689171-philanthropy-Latest filing 2025
Plans
3
Retirement
2
$44.8M assets
Welfare
1
$1.7M premiums
Participants
354
205 NORTH MICHIGAN AVENUE, SUITE 4300 - CHICAGO, IL 60601630-668-5161mccormickfoundation.orgLinkedIn51-200 employeesphilanthropy
Plans on this EIN
3 filings
#334403b-$26.6M - 209 part#333ProfitSharing-$18.2M - 145 part#503Mixed-$1.7M - 227 lives

Retirement portfolio analytics

2 plans aggregated / $44.8M assets / 354 participants

Assets by plan

Share of aggregate retirement assets

59%top
  • MCCORMICK FOUNDATIONS 403(B) (#334)59%
  • DEFINED CONTRIBUTION PLAN (#333)41%
Total $44.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • MCCORMICK FOUNDATIONS 403(B) (#334)209
  • DEFINED CONTRIBUTION PLAN (#333)145
Total 354Click row to drill in

Benefits portfolio analytics

1 plan / $1.7M premiums / 227 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.6M
  • Dental$95K
  • Life$95K
  • Long-term disability$95K
  • Other$95K
Total $1.7M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • BLUE CROSS OF CALIFORNIA95%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA5%
Total $1.7M2 slices

Broker market share

Schedule A broker compensation

Split broker
97%top
  • MARSH & MCLENNAN AGENCY LLC97%
  • JENNON M CARUTH2%
  • GCG FINANCIAL LLC1%
Total $86K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#334

ROBERT R. MCCORMICK FOUNDATIONS 403(B) PLAN

403b

Assets$26.6M
Participants209
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#333

ROBERT R. MCCORMICK FOUNDATIONS DEFINED CONTRIBUTION PLAN

ProfitSharing

Assets$18.2M
Participants145
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

RRM FOUNDATIONS EMPLOYEE HEALTH PLAN

Mixed - BLUECROSS BLUESHIELD OF ILLINOIS

Premiums$1.7M
Covered lives227
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
334ROBERT R. MCCORMICK FOUNDATIONS 403(B) PLAN403b$26.6M2092024
333ROBERT R. MCCORMICK FOUNDATIONS DEFINED CONTRIBUTION PLANProfitSharing$18.2M1452024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503RRM FOUNDATIONS EMPLOYEE HEALTH PLANMixedBLUECROSS BLUESHIELD OF ILLINOIS$1.7M2272025
Retirement plans
Welfare plans
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