Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$5.0M
- Dental$5.0M
- Prescription drug$5.0M
- Other$298K
- Life$291K
- Short-term disability$291K
- +2 more
Sponsor portfolio
THE BARACK OBAMA FOUNDATION
EIN 46-4950751Latest filing 2025
Plans
2
Retirement
1
$22.8M assets
Welfare
1
$5.3M premiums
Participants
752
6001 SOUTH STONY ISLAND AVENUE - CHICAGO, IL 60637773-420-1625
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $5.3M premiums / 489 covered livesCarrier market share
Premium dollars by Schedule A carrier
93%top
- BLUE CROSS OF CALIFORNIA93%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA5%
- VISION SERVICE PLAN1%
- COMPSYCH0%
Broker market share
Schedule A broker compensation
72%top
- MERCER HEALTH AND BENEFITS, LLC72%
- CROWN RISK MANAGEMENT, LLC28%
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 BARACK OBAMA FOUNDATION 403(B) PLAN
403b
Assets$22.8M
Participants401
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
THE BARACK OBAMA FOUNDATION GROUP BENEFITS PLAN
Fully Insured - BLUECROSS BLUESHIELD OF ILLINOIS
Premiums$5.3M
Covered lives489
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE BARACK OBAMA FOUNDATION 403(B) PLAN | 403b | $22.8M | 401 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | THE BARACK OBAMA FOUNDATION GROUP BENEFITS PLAN | Fully Insured | BLUECROSS BLUESHIELD OF ILLINOIS | $5.3M | 489 | 2025 |
Retirement plans
Welfare plans