Sponsor portfolioTH

THE KENNEDY KRIEGER INSTITUTE

EIN 52-0607971hospital & health careLatest filing 2024

Plans

Retirement

$491.8M assets

Welfare

$1.4M premiums

Participants

8,449

707 NORTH BROADWAY - BALTIMORE, MD 212051832443-923-5810kennedykrieger.orgLinkedIn1001-5000 employeeshospital & health care

Plans on this EIN

3 filings

#005401k-$443.5M - 4,901 part #001TraditionalDB-$48.3M - 833 part #503Mixed-$1.4M - 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

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched

90%top

(Not disclosed)90%
THE VANGUARD GROUP, INC.10%

Participants by plan

Active + retired + deferred vested

Benefits portfolio analytics

1 plan / $1.4M premiums / 2,826 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

Other$1.3M
Life$1.1M
Long-term disability$1.1M
Vision$128K

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor

85%top

HARTFORD LIFE AND ACCIDENT85%
VISION SERVICE PLAN9%
JANUS ASSOCIATES, INC. DBA BHS6%

Broker market share

Schedule A broker compensation

Split broker

41%top

CHILD HEALTH CORP OF AMERICA41%
MCCONKEY BENEFITS & FINANCIAL SERV31%
MARSH & MCLENNAN AGENCY LLC18%
MERCER HEALTH AND BENEFITS, LLC10%

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