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Sponsor portfolioTH

GATES FOUNDATION

EIN 56-2618866-non-profit organization management-Latest filing 2025
Plans
3
Retirement
2
$1.23B assets
Welfare
1
$4.6M premiums
Participants
8,297
PO BOX 23350 - SEATTLE, WA 98102206-709-3100gatesfoundation.orgLinkedIn1001-5000 employeesnon-profit organization management
Plans on this EIN
3 filings
#001ProfitSharing-$818.2M - 3,019 part#002403b-$416.2M - 2,785 part#508Mixed-$4.6M - 2,371 lives

Retirement portfolio analytics

2 plans aggregated / $1.23B assets / 5,804 participants

Assets by plan

Share of aggregate retirement assets

66%top
  • SHARING RETIREMENT PLAN (#001)66%
  • EMPLOYEE RETIREMENT PLAN (#002)34%
Total $1.23BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SHARING RETIREMENT PLAN (#001)3,019
  • EMPLOYEE RETIREMENT PLAN (#002)2,785
Total 5,804Click row to drill in

Benefits portfolio analytics

1 plan / $4.6M premiums / 2,371 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$2.5M
  • Life$2.3M
  • Long-term disability$1.2M
  • Health$869K
  • Prescription drug$869K
  • Dental$810K
Total $4.6M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
76%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY76%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY19%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA3%
  • CURALINC HEALTHCARE2%
Total $4.6M4 slices

Broker market share

Schedule A broker compensation

Split broker
91%top
  • MERCER HEALTH AND BENEFITS, LLC91%
  • WILLIS TOWERS WATSON US LLC9%
Total $558K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

GATES FOUNDATION SHARING RETIREMENT PLAN

ProfitSharing

Assets$818.2M
Participants3,019
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

GATES FOUNDATION EMPLOYEE RETIREMENT PLAN

403b

Assets$416.2M
Participants2,785
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#508

GATES FOUNDATION WELFARE BENEFITS PLAN

Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$4.6M
Covered lives2,371
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001GATES FOUNDATION SHARING RETIREMENT PLANProfitSharing$818.2M3,0192025
002GATES FOUNDATION EMPLOYEE RETIREMENT PLAN403b$416.2M2,7852025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
508GATES FOUNDATION WELFARE BENEFITS PLANMixedLINCOLN NATIONAL LIFE INSURANCE COMPANY$4.6M2,3712025
Retirement plans
Welfare plans
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