Plan #	Name	Funding	Carrier	Premiums	Covered	Latest year
505	THE BROOKINGS INSTITUTION HEALTH CARE PLAN	Fully Insured	CAREFIRST BLUECHOICE INC	$5.5M	741	2025
503	GROUP LIFE INSURANCE PLAN	Fully Insured	HARTFORD LIFE AND ACCIDENT	$124K	431	2025
501	GROUP TOTAL DISABILITY BENEFITS PLAN	Fully Insured	HARTFORD LIFE AND ACCIDENT	$104K	412	2025
504	GROUP TRAVEL ACCIDENT INSURANCE	Fully Insured	ZURICH AMERICAN INSURANCE COMPANY	$10K	1,459	2025

Retirement plans

Welfare plans

Sponsor portfolioTH

THE BROOKINGS INSTITUTION

EIN 53-0196577think tanksLatest filing 2025

Plans

Retirement

$260.2M assets

Welfare

$5.7M premiums

Participants

2,979

1775 MASSACHUSETTS AVE NW - WASHINGTON, DC 20036202-797-6000brookings.eduLinkedIn201-500 employeesthink tanks

Plans on this EIN

5 filings

#001403b-$260.2M - 1,381 part #505Fully Insured-$5.5M - 741 lives #503Fully Insured-$124K - 431 lives #501Fully Insured-$104K - 412 lives #504Fully Insured-$10K - 1,459 lives

Benefits portfolio analytics

4 plans / $5.7M premiums / 3,043 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

Health$5.1M
Prescription drug$5.1M
Dental$314K
Other$160K
Life$124K
Long-term disability$104K
+1 more

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor

89%top

BLUE CROSS OF CALIFORNIA89%
METROPOLITAN LIFE INSURANCE COMPANY6%
HARTFORD LIFE AND ACCIDENT4%
UNITEDHEALTHCARE INSURANCE COMPANY1%
ZURICH AMERICAN INSURANCE COMPANY0%
+1 more

Broker market share

Schedule A broker compensation

Split broker

72%top

MERCER HEALTH AND BENEFITS, LLC72%
NATIONAL CAPITAL INS AGENCY LLC25%
LOCKTON COMPANIES, LLC3%

Plan deep-dives

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

Retirement#001

BROOKINGS SAVINGS AND RETIREMENT PLAN

403b

Assets$260.2M

Participants1,381

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Welfare#505