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  2. United States Energy Foundation
  • Retirement analytics
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  • Retirement plans
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Filings through Oct 24, 2026.

United States Energy Foundation

EIN 83-1740146-Other Services (except Public Administration)-Latest filing 2025
Plans
3
Retirement
2
$44.6M assets
Health & Benefits
1
$2.6M premiums
Participants
541
55 2ND STREET, 24TH FLOOR - SAN FRANCISCO, CA 94105415-561-6700
Plans on this EIN
3 filings
#002403(b)-$23.3M - 245 part#001403(b)-$21.3M - 169 part#501Fully insured-$2.6M - 416 lives

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

Retirement portfolio analytics

2 plans aggregated / $44.6M assets / 414 participants

Assets by plan

Share of aggregate retirement assets

  • 401(K) RETIREMENT PLAN (#002)$23.3M
  • 403(B) RETIREMENT PLAN (#001)$21.3M
Total $44.6MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • 401(K) RETIREMENT PLAN (#002)245
  • 403(B) RETIREMENT PLAN (#001)169
Total 414Select a row to open it

Benefits portfolio analytics

1 plan / $2.6M premiums / 416 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$2.3M
  • Health$2.2M
  • Prescription drug$2.2M
  • Vision$359K
  • Life$359K
  • Short-term disability$359K
  • +2 more
Total $2.6M8 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#002

UNITED STATES ENERGY FOUNDATION 401(K) RETIREMENT PLAN

403(b)

Assets$23.3M
Participants245
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001

UNITED STATES ENERGY FOUNDATION 403(B) RETIREMENT PLAN

403(b)

Assets$21.3M
Participants169
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

UNITED STATES ENERGY FOUNDATION WELFARE BENEFITS PLAN

Fully insured - BLUE CROSS OF CALIFORNIA

Premiums$2.6M
Covered lives416
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002UNITED STATES ENERGY FOUNDATION 401(K) RETIREMENT PLAN403(b)$23.3M2452025
#001UNITED STATES ENERGY FOUNDATION 403(B) RETIREMENT PLAN403(b)$21.3M1692024
  • UNITED STATES ENERGY FOUNDATION 401(K) RETIREMENT PLAN$23.3M
    #002 · 403(b) · 2025245
  • UNITED STATES ENERGY FOUNDATION 403(B) RETIREMENT PLAN$21.3M
    #001 · 403(b) · 2024169

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501UNITED STATES ENERGY FOUNDATION WELFARE BENEFITS PLANFully insuredBLUE CROSS OF CALIFORNIA$2.6M4162025
  • UNITED STATES ENERGY FOUNDATION WELFARE BENEFITS PLAN$2.6M
    #501 · Fully insured · BLUE CROSS OF CALIFORNIA · 2025416
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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