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Sponsor portfolio

THE DAVID AND LUCILE PACKARD FOUNDATION

EIN 94-2278431-philanthropy-Latest filing 2025
Plans
3
Retirement
2
$110.0M assets
Welfare
1
$4.7M premiums
Participants
617
343 SECOND ST - LOS ALTOS, CA 94022650-948-7658packard.orgLinkedIn51-200 employeesphilanthropy
Plans on this EIN
3 filings
#002ProfitSharing-$71.0M - 282 part#003403b-$39.0M - 174 part#509Fully Insured-$4.7M - 193 lives

Retirement portfolio analytics

2 plans aggregated / $110.0M assets / 456 participants

Assets by plan

Share of aggregate retirement assets

65%top
  • CONTRIBUTION RETIREMENT PLAN (#002)65%
  • CONTRIBUTION RETIREMENT PLAN (#003)35%
Total $110.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CONTRIBUTION RETIREMENT PLAN (#002)282
  • CONTRIBUTION RETIREMENT PLAN (#003)174
Total 456Click row to drill in

Benefits portfolio analytics

1 plan / $4.7M premiums / 193 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.3M
  • Prescription drug$4.3M
  • Dental$233K
  • Life$118K
  • Long-term disability$118K
  • Other$118K
  • +1 more
Total $4.7M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
63%top
  • AETNA LIFE INSURANCE COMPANY63%
  • KAISER FOUNDATION HEALTH PLAN INC28%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY5%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA2%
  • VISION SERVICE PLAN1%
Total $4.7M5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • EDGEWOOD PARTNERS INSURANCE CENTER100%
Total $6K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

DAVID AND LUCILE PACKARD FOUNDATION EMPLOYER CONTRIBUTION RETIREMENT PLAN

ProfitSharing

Assets$71.0M
Participants282
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

THE DAVID AND LUCILE PACKARD FOUNDATION EMPLOYEE CONTRIBUTION RETIREMENT PLAN

403b

Assets$39.0M
Participants174
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#509

THE DAVID AND LUCILE PACKARD FOUNDATION FLEXIBLE BENEFIT PLAN

Fully Insured - AETNA LIFE INSURANCE CO.

Premiums$4.7M
Covered lives193
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002DAVID AND LUCILE PACKARD FOUNDATION EMPLOYER CONTRIBUTION RETIREMENT PLANProfitSharing$71.0M2822024
003THE DAVID AND LUCILE PACKARD FOUNDATION EMPLOYEE CONTRIBUTION RETIREMENT PLAN403b$39.0M1742024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
509THE DAVID AND LUCILE PACKARD FOUNDATION FLEXIBLE BENEFIT PLANFully InsuredAETNA LIFE INSURANCE CO.$4.7M1932025
Retirement plans
Welfare plans
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