Search public Form 5500 filings

Plans

• planThe Heritage Foundation Retirement PlanFinancial statementProvider compensation2023 filing
  $33.6Mreported assets (EOY)
  Sponsor: The Heritage FoundationEIN: 23-7327730Plan: 001Participants: 511Assets: $33,601,048Net assets: $33.6MAssets / participant: $65.8KLocation: Washington, DCLatest: 2023
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• planThe Heritage Foundation Health Care Plan2023 filing
  Sponsor: The Heritage FoundationEIN: 23-7327730Plan: 501Participants: 255Assets: not reported in the loaded datasetLocation: Washington, DCLatest: 2023
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• planGroup Long Term Disability Basic Term Life Basic Accidental Death And Dismemberment Plan For Employees Of The Heritage Foundation2023 filing
  Sponsor: The Heritage FoundationEIN: 23-7327730Plan: 503Participants: 296Assets: not reported in the loaded datasetLocation: Washington, DCLatest: 2023
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• planThe Heritage Foundation Long Term Care Plan2023 filing
  Sponsor: The Heritage FoundationEIN: 23-7327730Plan: 505Participants: 300Assets: not reported in the loaded datasetLocation: Washington, DCLatest: 2023
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• planThe Heritage Foundation Employee Assistance Program2023 filing
  Sponsor: The Heritage FoundationEIN: 23-7327730Plan: 506Participants: 312Assets: not reported in the loaded datasetLocation: Washington, DCLatest: 2023
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