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  2. THE KENNEDY KRIEGER INSTITUTE
Sponsor portfolioTH

THE KENNEDY KRIEGER INSTITUTE

EIN 52-0607971-hospital & health care-Latest filing 2025
Plans
3
Retirement
2
$491.8M assets
Welfare
1
$1.3M premiums
Participants
8,517
707 NORTH BROADWAY - BALTIMORE, MD 21205443-923-5800kennedykrieger.orgLinkedIn1001-5000 employeeshospital & health care
Plans on this EIN
3 filings
#005401k-$443.5M - 4,901 part#001TraditionalDB-$48.3M - 833 part#503Mixed-$1.3M - 2,826 lives

Retirement portfolio analytics

2 plans aggregated / $491.8M assets / 5,734 participants

Assets by plan

Share of aggregate retirement assets

90%top
  • INSTITUTE RETIREMENT Savings (#005)90%
  • KRIEGER INSTITUTE PENSION (#001)10%
Total $491.8MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
90%top
  • (Not disclosed)90%
  • THE VANGUARD GROUP, INC.10%
Total $491.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INSTITUTE RETIREMENT Savings (#005)4,901
  • KRIEGER INSTITUTE PENSION (#001)833
Total 5,734Click row to drill in

Benefits portfolio analytics

1 plan / $1.3M premiums / 2,826 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.1M
  • Life$826K
  • Long-term disability$826K
  • Vision$226K
Total $1.3M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
76%top
  • HARTFORD LIFE AND ACCIDENT76%
  • VISION SERVICE PLAN17%
  • JANUS ASSOCIATES, INC. DBA BHS6%
Total $1.3M3 slices

Broker market share

Schedule A broker compensation

Split broker
32%top
  • CHILD HEALTH CORP OF AMERICA32%
  • MCCONKEY BENEFITS & FINANCIAL SERV29%
  • MARSH & MCLENNAN AGENCY LLC21%
  • MERCER HEALTH AND BENEFITS, LLC17%
Total $132K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#005

KENNEDY KRIEGER INSTITUTE RETIREMENT SAVINGS PLAN

401k

Assets$443.5M
Participants4,901
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

THE KENNEDY KRIEGER INSTITUTE PENSION PLAN

TraditionalDB

Assets$48.3M
Participants833
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

THE KENNEDY KRIEGER EMPLOYEE BENEFIT PLAN

Mixed - HARTFORD LIFE AND ACCIDENT

Premiums$1.3M
Covered lives2,826
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
005KENNEDY KRIEGER INSTITUTE RETIREMENT SAVINGS PLAN401k$443.5M4,9012024
001THE KENNEDY KRIEGER INSTITUTE PENSION PLANTraditionalDB$48.3M8332024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503THE KENNEDY KRIEGER EMPLOYEE BENEFIT PLANMixedHARTFORD LIFE AND ACCIDENT$1.3M2,8262025
Retirement plans
Welfare plans
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