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Sponsor portfolioWelfare / HealthEIN 56-2618866

GATES FOUNDATION

PO BOX 23350 · SEATTLE, WA 98102
2067093100
Plans filed
1
Years active
2015–2025
Industry
NAICS 81
Latest filing
2025
Total premiums (latest)
$4.6M
No prior year
Persons covered
2,371
No prior year
Total participants
2,493
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #508$4.6M
GATES FOUNDATION WELFARE BENEFITS PLAN
Mixed2,371 covered·4 carriers
Primary: LINCOLN NATIONAL LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$2.5M29.1%
Life$2.3M26.6%
Long-term disability$1.2M14.3%
Health$869K10.2%
Prescription drug$869K10.2%
Dental$810K9.5%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
LLTDOth
$3.5M76.2%121,989
CIGNA HEALTH AND LIFE INSURANCE COMPANY
EIN 591031071
HRxD
$869K19.1%1263
LIFE INSURANCE COMPANY OF NORTH AMERICA
EIN 131963496
Oth
$131K2.9%112,371
CURALINC HEALTHCARE
EIN 331206383
Oth
$84K1.8%112,336

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MERCER HEALTH AND BENEFITS, LLCCHICAGO, ILLINCOLN NATIONAL LIFE INSURANCE COMPANY$457K$52K$508K91.1%1
WILLIS TOWERS WATSON US LLCSAN FRANCISCO, CAFEDERAL INSURANCE COMPANY, CIGNA HEALTH AND LIFE INSURANCE COMPANY$50K$0$50K8.9%1

History & trajectory

11 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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