PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. THE KRESGE FOUNDATION
Sponsor portfolioTH

THE KRESGE FOUNDATION

EIN 38-1359217-non-profit organization management-Latest filing 2025
Plans
3
Retirement
2
$68.7M assets
Welfare
1
$2.3M premiums
Participants
332
3215 WEST BIG BEAVER ROAD - TROY, MI 48084248-643-9630kresge.orgLinkedIn51-200 employeesnon-profit organization management
Plans on this EIN
3 filings
#002401k-$63.1M - 166 part#003403b-$5.6M - 18 part#502Fully Insured-$2.3M - 276 lives

Retirement portfolio analytics

2 plans aggregated / $68.7M assets / 184 participants

Assets by plan

Share of aggregate retirement assets

92%top
  • FOUNDATION EMPLOYEE Savings (#002)92%
  • KRESGE FOUNDATION 403(B) (#003)8%
Total $68.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • FOUNDATION EMPLOYEE Savings (#002)166
  • KRESGE FOUNDATION 403(B) (#003)18
Total 184Click row to drill in

Benefits portfolio analytics

1 plan / $2.3M premiums / 276 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.8M
  • Prescription drug$1.8M
  • Other$259K
  • Life$255K
  • Short-term disability$255K
  • Long-term disability$255K
  • +2 more
Total $2.3M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
78%top
  • BLUE CROSS OF CALIFORNIA78%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA11%
  • DELTA DENTAL OF CALIFORNIA6%
  • BLUE CARE NETWORK OF MICHIGAN3%
  • NGL1%
  • +1 more
Total $2.3M6 slices

Broker market share

Schedule A broker compensation

Split broker
53%top
  • BETHANY L. PAGNANI53%
  • GALLAGHER BENEFIT SERVICES, INC.45%
  • AMWINS1%
Total $99K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

THE KRESGE FOUNDATION EMPLOYEE SAVINGS PLAN

401k

Assets$63.1M
Participants166
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

THE KRESGE FOUNDATION 403(B) PLAN

403b

Assets$5.6M
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

THE KRESGE FOUNDATION WELFARE BENEFIT PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF MICHIGAN

Premiums$2.3M
Covered lives276
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002THE KRESGE FOUNDATION EMPLOYEE SAVINGS PLAN401k$63.1M1662024
003THE KRESGE FOUNDATION 403(B) PLAN403b$5.6M182024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502THE KRESGE FOUNDATION WELFARE BENEFIT PLANFully InsuredBLUE CROSS BLUE SHIELD OF MICHIGAN$2.3M2762025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica