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Sponsor portfolioTH

KIPP FOUNDATION

EIN 94-3362724-education management-Latest filing 2025
Plans
2
Retirement
1
$37.0M assets
Welfare
1
$590K premiums
Participants
567
1501 BROADWAY, SUITE 100 - NEW YORK, NY 10036415-874-7379kipp.orgLinkedIn51-200 employeeseducation management
Plans on this EIN
2 filings
#001401k-$37.0M - 384 part#502Mixed-$590K - 181 lives

Benefits portfolio analytics

1 plan / $590K premiums / 181 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Long-term disability$292K
  • Life$281K
  • Short-term disability$281K
  • Other$281K
  • Health$258K
  • Prescription drug$258K
  • +1 more
Total $590K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
49%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA49%
  • KAISER FOUNDATION HEALTH PLAN INC44%
  • VISION SERVICE PLAN7%
Total $590K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • VITA INSURANCE ASSOCIATES, INC.100%
Total $40K1 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

KIPP FOUNDATION 401(K) PLAN

401k

Assets$37.0M
Participants384
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

THE KIPP FOUNDATION EMPLOYEE BENEFIT PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$590K
Covered lives181
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001KIPP FOUNDATION 401(K) PLAN401k$37.0M3842024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502THE KIPP FOUNDATION EMPLOYEE BENEFIT PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$590K1812025
Retirement plans
Welfare plans
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