Assets by plan
Share of aggregate retirement assets
Filings through .
Top hat
The W.K. Kellogg Foundation
EIN 38-1359264philanthropyLatest filing 2025
Plans
3
Retirement
2
$128.5M assets
Health & Benefits
1
$1.5M premiums
Participants
743
ONE MICHIGAN AVENUE EAST - BATTLE CREEK, MI 490174058269-968-1611wkkf.orgLinkedIn201-500 employeesphilanthropy
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $128.5M assets / 333 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- THE VANGUARD GROUP, INC.$119.7M
- (Not disclosed)$8.8M
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.5M premiums / 388 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$1.1M
- Life$217K
- Other$170K
- Long-term disability$124K
- Vision$36K
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
THE W.K. KELLOGG FOUNDATION SAVINGS PLAN
Money purchase
Assets$119.7M
Participants269
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
W.K. KELLOGG FOUNDATION PENSION PLAN
Traditional DB
Assets$8.8M
Participants64
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#506
W.K. KELLOGG FOUNDATION HEALTH & WELFARE CHOICE BENEFITS PLAN
Mixed - AETNA LIFE INSURANCE COMPANY
Premiums$1.5M
Covered lives388
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | THE W.K. KELLOGG FOUNDATION SAVINGS PLAN | Money purchase | $119.7M | 269 | 2025 |
| #003 | W.K. KELLOGG FOUNDATION PENSION PLAN | Traditional DB | $8.8M | 64 | 2025 |
- #001 · Money purchase · 2025269
- #003 · Traditional DB · 202564
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #506 | W.K. KELLOGG FOUNDATION HEALTH & WELFARE CHOICE BENEFITS PLAN | Mixed | AETNA LIFE INSURANCE COMPANY | $1.5M | 388 | 2025 |
- #506 · Mixed · AETNA LIFE INSURANCE COMPANY · 2025388
Retirement plans
Health & Benefits plans