Assets by plan
Share of aggregate retirement assets
Filings through .
The David and Lucile Packard Foundation
EIN 94-2278431philanthropyLatest filing 2025
Plans
3
Retirement
2
$118.8M assets
Health & Benefits
1
$4.7M premiums
Participants
623
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $118.8M assets / 462 participants
Participants by plan
Active + retired + deferred vested
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
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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
DAVID AND LUCILE PACKARD FOUNDATION EMPLOYER CONTRIBUTION RETIREMENT PLAN
Profit-sharing
Assets$77.5M
Participants282
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
THE DAVID AND LUCILE PACKARD FOUNDATION EMPLOYEE CONTRIBUTION RETIREMENT PLAN
403(b)
Assets$41.3M
Participants180
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#509
THE DAVID AND LUCILE PACKARD FOUNDATION FLEXIBLE BENEFIT PLAN
Fully insured - AETNA LIFE INSURANCE CO.
Premiums$4.7M
Covered lives193
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | DAVID AND LUCILE PACKARD FOUNDATION EMPLOYER CONTRIBUTION RETIREMENT PLAN | Profit-sharing | $77.5M | 282 | 2025 |
| #003 | THE DAVID AND LUCILE PACKARD FOUNDATION EMPLOYEE CONTRIBUTION RETIREMENT PLAN | 403(b) | $41.3M | 180 | 2025 |
- #002 · Profit-sharing · 2025282
- #003 · 403(b) · 2025180
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #509 | THE DAVID AND LUCILE PACKARD FOUNDATION FLEXIBLE BENEFIT PLAN | Fully insured | AETNA LIFE INSURANCE CO. | $4.7M | 193 | 2025 |
- #509 · Fully insured · AETNA LIFE INSURANCE CO. · 2025193
Retirement plans
Health & Benefits plans