Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
GATES FOUNDATION
EIN 56-2618866non-profit organization managementLatest filing 2024
Plans
3
Retirement
2
$1.02B assets
Welfare
1
$4.6M premiums
Participants
8,176
PO BOX 23350 - SEATTLE, WA 98102206-709-3100gatesfoundation.orgLinkedIn1001-5000 employeesnon-profit organization management
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $1.02B assets / 5,754 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
100%top
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $4.6M premiums / 2,351 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$2.5M
- Life$2.2M
- Health$1.2M
- Prescription drug$1.2M
- Dental$1.2M
- Long-term disability$890K
Carrier market share
Premium dollars by Schedule A carrier
68%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY68%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY27%
- LIFE INSURANCE COMPANY OF NORTH AMERICA3%
- CURALINC HEALTHCARE2%
Broker market share
Schedule A broker compensation
90%top
- MERCER HEALTH AND BENEFITS, LLC90%
- WILLIS TOWERS WATSON US LLC10%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
BILL & MELINDA GATES FOUNDATION SHARING RETIREMENT PLAN
ProfitSharing
Assets$680.1M
Participants3,006
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
BILL & MELINDA GATES FOUNDATION EMPLOYEE RETIREMENT PLAN
403b
Assets$336.3M
Participants2,748
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#508
BILL AND MELINDA GATES FOUNDATION WELFARE BENEFITS PLAN
Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$4.6M
Covered lives2,351
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BILL & MELINDA GATES FOUNDATION SHARING RETIREMENT PLAN | ProfitSharing | $680.1M | 3,006 | 2024 | |
| 002 | BILL & MELINDA GATES FOUNDATION EMPLOYEE RETIREMENT PLAN | 403b | $336.3M | 2,748 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 508 | BILL AND MELINDA GATES FOUNDATION WELFARE BENEFITS PLAN | Mixed | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $4.6M | 2,351 | 2024 |
Retirement plans
Welfare plans