Form 5500 · Employee benefit plan · SEATTLE, WA
BILL AND MELINDA GATES FOUNDATION
Public Form 5500 records show how BILL AND MELINDA GATES FOUNDATION (SEATTLE, WA) structures its employee benefits. Its broker of record is MERCER HEALTH AND BENEFITS, LLC. Coverage is written through LINCOLN NATIONAL LIFE INSURANCE COMPANY and 5 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 56-2618866 · plan 508 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life | 1,999 | December | $305,216 |
| LINCOLN NATIONAL LIFE INSURANCE COMPANY | Disability | 1,999 | December | $133,534 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | Health, Dental | 95 | December | $35,904 |
| FEDERAL INSURANCE COMPANY | — | 2,351 | December | $18,249 |
| CURALINC, LLC, D.B.A. CURALINC HEALTHCARE | — | 2,167 | December | $11,388 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | Health | 1 | December | $3,869 |
Questions
Who is BILL AND MELINDA GATES FOUNDATION's benefits broker?
Per its most recent Form 5500 Schedule A, BILL AND MELINDA GATES FOUNDATION's broker of record is MERCER HEALTH AND BENEFITS, LLC.
What insurance carrier does BILL AND MELINDA GATES FOUNDATION use?
BILL AND MELINDA GATES FOUNDATION's benefit plan is written through LINCOLN NATIONAL LIFE INSURANCE COMPANY, among 6 disclosed carriers.
When does BILL AND MELINDA GATES FOUNDATION's group plan renew?
The most recent Schedule A policy period for BILL AND MELINDA GATES FOUNDATION ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from BILL AND MELINDA GATES FOUNDATION's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.