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Sponsor portfolioTH

TEXAS A&M FOUNDATION

EIN 74-2245072-philanthropy-Latest filing 2025
Plans
3
Retirement
2
$53.8M assets
Welfare
1
$2.4M premiums
Participants
614
401 GEORGE BUSH DRIVE - COLLEGE STATION, TX 77840979-845-8161txamfoundation.comLinkedIn51-200 employeesphilanthropy
Plans on this EIN
3 filings
#001MoneyPurchase-$46.1M - 231 part#002403b-$7.7M - 205 part#502Fully Insured-$2.4M - 304 lives

Retirement portfolio analytics

2 plans aggregated / $53.8M assets / 436 participants

Assets by plan

Share of aggregate retirement assets

86%top
  • FOUNDATION EMPLOYEES' PENSION (#001)86%
  • FOUNDATION EMPLOYEES' 403(B) (#002)14%
Total $53.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • FOUNDATION EMPLOYEES' PENSION (#001)231
  • FOUNDATION EMPLOYEES' 403(B) (#002)205
Total 436Click row to drill in

Benefits portfolio analytics

1 plan / $2.4M premiums / 304 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.2M
  • Dental$2.2M
  • Other$245K
  • Life$197K
  • Short-term disability$197K
  • Long-term disability$197K
  • +1 more
Total $2.4M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • BLUE CROSS OF CALIFORNIA90%
  • AMERICAN UNITED LIFE INSURANCE COMPANY8%
  • SUN LIFE ASSURANCE COMPANY OF CANADA2%
Total $2.4M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HUB INTERNATIONAL MIDWEST LIMITED100%
Total $110K1 slice

Plan deep-dives

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

TEXAS A&M FOUNDATION EMPLOYEES' PENSION PLAN

MoneyPurchase

Assets$46.1M
Participants231
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

TEXAS A&M FOUNDATION EMPLOYEES' 403(B) PLAN

403b

Assets$7.7M
Participants205
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

TEXAS A&M FOUNDATION HEALTH AND WELFARE PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF TEXAS

Premiums$2.4M
Covered lives304
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001TEXAS A&M FOUNDATION EMPLOYEES' PENSION PLANMoneyPurchase$46.1M2312025
002TEXAS A&M FOUNDATION EMPLOYEES' 403(B) PLAN403b$7.7M2052025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502TEXAS A&M FOUNDATION HEALTH AND WELFARE PLANFully InsuredBLUE CROSS BLUE SHIELD OF TEXAS$2.4M3042025
Retirement plans
Welfare plans
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