Sponsor portfolioTH

ANNIE E CASEY FOUNDATION

EIN 52-1951681philanthropyLatest filing 2025

Plans

Retirement

$128.1M assets

Welfare

$364K premiums

Participants

1,022

701 ST PAUL STREET - BALTIMORE, MD 21202410-223-2985aecf.orgLinkedIn51-200 employeesphilanthropy

Plans on this EIN

3 filings

#005ProfitSharing-$77.1M - 443 part #003403b-$51.0M - 357 part #501Mixed-$364K - 421 lives

Retirement portfolio analytics

2 plans aggregated / $128.1M assets / 800 participants

Assets by plan

Share of aggregate retirement assets

60%top

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched

100%top

T ROWE PRICE RPS INC100%

Participants by plan

Active + retired + deferred vested

Benefits portfolio analytics

1 plan / $364K premiums / 421 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

Other$328K
Life$276K
Long-term disability$276K
Vision$37K

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor

76%top

HARTFORD LIFE AND ACCIDENT76%
COMBINED INSURANCE COMPANY OF AMERICA13%
EYEMED VISION CARE10%
ZURICH AMERICAN INSURANCE COMPANY1%

Broker market share

Schedule A broker compensation

Single broker

100%top

MERCER HEALTH AND BENEFITS, LLC100%

Plan deep-dives

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

Retirement#005

THE ANNIE E. CASEY FOUNDATION RETIREMENT PLAN

ProfitSharing

Assets$77.1M

Participants443

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Retirement#003

THE ANNIE E. CASEY FOUNDATION 403(B) SAVINGS PLAN

403b

Assets$51.0M

Participants357

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Welfare#501