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  2. The Annie E. Casey Foundation, Inc.
  • Retirement analytics
  • Benefits analytics
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  • Retirement plans
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Filings through Oct 24, 2026.

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The Annie E. Casey Foundation, Inc.

EIN 52-1951681-philanthropy-Latest filing 2025
Plans
3
Retirement
2
$144.5M assets
Health & Benefits
1
$364K premiums
Participants
1,022
701 ST. PAUL STREET - BALTIMORE, MD 21202410-547-6600aecf.orgLinkedIn51-200 employeesphilanthropy
Plans on this EIN
3 filings
#005Profit-sharing-$87.7M - 446 part#003403(b)-$56.8M - 354 part#501Mixed-$364K - 421 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $144.5M assets / 800 participants

Assets by plan

Share of aggregate retirement assets

  • FOUNDATION RETIREMENT PLAN (#005)$87.7M
  • FOUNDATION 403(B) Savings (#003)$56.8M
Total $144.5MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • T ROWE PRICE RPS INC$144.5M
Total $144.5MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • FOUNDATION RETIREMENT PLAN (#005)446
  • FOUNDATION 403(B) Savings (#003)354
Total 800Select a row to open it

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
Total $364K4 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#005

THE ANNIE E. CASEY FOUNDATION RETIREMENT PLAN

Profit-sharing

Assets$87.7M
Participants446
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003

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

403(b)

Assets$56.8M
Participants354
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

ANNIE E CASEY FOUNDATION HEALTH & WELFARE PLAN

Mixed - HARTFORD LIFE AND ACCIDENT

Premiums$364K
Covered lives421
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#005THE ANNIE E. CASEY FOUNDATION RETIREMENT PLANProfit-sharing$87.7M4462025
#003THE ANNIE E. CASEY FOUNDATION 403(B) SAVINGS PLAN403(b)$56.8M3542025
  • THE ANNIE E. CASEY FOUNDATION RETIREMENT PLAN$87.7M
    #005 · Profit-sharing · 2025446
  • THE ANNIE E. CASEY FOUNDATION 403(B) SAVINGS PLAN$56.8M
    #003 · 403(b) · 2025354

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501ANNIE E CASEY FOUNDATION HEALTH & WELFARE PLANMixedHARTFORD LIFE AND ACCIDENT$364K4212025
  • ANNIE E CASEY FOUNDATION HEALTH & WELFARE PLAN$364K
    #501 · Mixed · HARTFORD LIFE AND ACCIDENT · 2025421
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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