Sponsor portfolioTH

W.K. KELLOGG FOUNDATION

EIN 38-1359264philanthropyLatest filing 2025

Plans

Retirement

$121.9M assets

Welfare

$1.3M premiums

Participants

736

ONE MICHIGAN AVENUE EAST - BATTLE CREEK, MI 490174058269-968-1611wkkf.orgLinkedIn201-500 employeesphilanthropy

Plans on this EIN

3 filings

#001MoneyPurchase-$113.1M - 267 part #003TraditionalDB-$8.8M - 64 part #506Mixed-$1.3M - 632 lives

Retirement portfolio analytics

2 plans aggregated / $121.9M assets / 331 participants

Assets by plan

Share of aggregate retirement assets

93%top

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched

93%top

THE VANGUARD GROUP, INC.93%
(Not disclosed)7%

Participants by plan

Active + retired + deferred vested

Benefits portfolio analytics

1 plan / $1.3M premiums / 632 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

Stop-loss$917K
Life$212K
Other$163K
Long-term disability$129K
Vision$24K

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor

70%top

AETNA LIFE INSURANCE COMPANY70%
RELIANCE STANDARD LIFE INSURANCE COMPANY22%
STANDARD INSURANCE COMPANY4%
UNUM LIFE INSURANCE COMPANY OF AMERICA2%
VISION SERVICE PLAN2%
+1 more

Broker market share

Schedule A broker compensation

Split broker

67%top

ROSE STREET ADVISORS LLC67%
HUNT, ROB17%
INCOME REPLACEMENT AGENCY10%
STRATEGIC NON-MEDICAL SOLUTIONS LLC6%

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 W.K. KELLOGG FOUNDATION SAVINGS PLAN

MoneyPurchase

Assets$113.1M

Participants267

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Retirement#003