How many benefit plans does Bill & Melinda Gates Foundation report on Form 5500?

Bill & Melinda Gates Foundation (EIN 56-2618866) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Bill & Melinda Gates Foundation?

The Employer Identification Number (EIN) reported for Bill & Melinda Gates Foundation is 56-2618866.

What is the latest Form 5500 filing year for Bill & Melinda Gates Foundation?

The latest loaded Form 5500 filing year for Bill & Melinda Gates Foundation is 2023.

Bill & Melinda Gates Foundation — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Bill & Melinda Gates Foundation (EIN 56-2618866) is a plan sponsor located in Seattle, WA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 56-2618866
Location: Seattle, WA
Loaded plans: 3
Latest filing year: 2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Bill & Melinda Gates Foundation

3 loaded plans hold $857M in reported assets.
The largest, Bill & Melinda Gates Foundation Sharing Retirement Plan, holds 68% of this company's reported plan assets.
Plans cover 6,928 reported participants.
2 of 3 plans report full financial statements.
2 report Schedule C provider compensation.

Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$857MSummed across loaded plans$857,032,452

Total reported assets$857M$857,032,452

Total reported participants6.9K6,928

Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$857M total assets

Net assets$857MLiabilities$0

Contributions & income

Employer contributions$58.8M

Participant contributions$30.1M

Total income / additions$211.8M

Expenses & distributions

Benefits paid / distributions$42.1M

Total expenses$42.2M

Net increase / (decrease)$169.7M

Data coverage

Plans with financial statements2 / 3 (67%)

Plans with provider compensation2 / 3 (67%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets68%Bill & Melinda Gates Foundation Sharing Retirement Plan

Participants per plan2,309Average across loaded plans

Loaded plans3

Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

1
Bill & Melinda Gates Foundation Sharing Retirement Plan$579.4M
Plan #001 · 2,586 participants · 2023
2
Bill & Melinda Gates Foundation Employee Retirement Plan$277.6M
Plan #002 · 2,331 participants · 2023
3
Bill And Melinda Gates Foundation Welfare Benefits Plannot reported in the loaded dataset
Plan #508 · 2,011 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Bill & Melinda Gates Foundation. Open one for its full reported snapshot.

2023
Bill & Melinda Gates Foundation Employee Retirement Plan2,331 participants · 2Sch HSch C
View filing →
2023
Bill & Melinda Gates Foundation Sharing Retirement Plan2,586 participants · 2Sch HSch C
View filing →
2023
Bill And Melinda Gates Foundation Welfare Benefits Plan2,011 participants · 2No schedules
View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Bill & Melinda Gates Foundation report on Form 5500?: Bill & Melinda Gates Foundation (EIN 56-2618866) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Bill & Melinda Gates Foundation?: The Employer Identification Number (EIN) reported for Bill & Melinda Gates Foundation is 56-2618866.
What is the latest Form 5500 filing year for Bill & Melinda Gates Foundation?: The latest loaded Form 5500 filing year for Bill & Melinda Gates Foundation is 2023.