The Health Foundation
Plan context: Tax Deferred Annuity Plan of the Health Foundation
EIN 35-6203550 • Indianapolis, IN • 40 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
9
2024 Assets
$580,974
2024 Contributions
$43,185
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 9 | $580,974 | $43,185 | $4,798iApproximate average salary by contribution assumption: employee only about $119,958 at 4% or $79,972 at 6%; with 50% employer match about $79,972 at 4% or $53,315 at 6%; with 100% employer match about $59,979 at 4% or $39,986 at 6%. |
| Tax Deferred Annuity Plan of the Health Foundation | - | 9 | $580,974 | $43,185 | $4,798iApproximate average salary by contribution assumption: employee only about $119,958 at 4% or $79,972 at 6%; with 50% employer match about $79,972 at 4% or $53,315 at 6%; with 100% employer match about $59,979 at 4% or $39,986 at 6%. |
| 2023 | 1 | 9 | $491,230 | $32,475 | $3,608iApproximate average salary by contribution assumption: employee only about $90,208 at 4% or $60,139 at 6%; with 50% employer match about $60,139 at 4% or $40,093 at 6%; with 100% employer match about $45,104 at 4% or $30,069 at 6%. |
| Tax Deferred Annuity Plan of the Health Foundation | - | 9 | $491,230 | $32,475 | $3,608iApproximate average salary by contribution assumption: employee only about $90,208 at 4% or $60,139 at 6%; with 50% employer match about $60,139 at 4% or $40,093 at 6%; with 100% employer match about $45,104 at 4% or $30,069 at 6%. |
| 2022 | 1 | 9 | $421,941 | $29,607 | $3,290iApproximate average salary by contribution assumption: employee only about $82,242 at 4% or $54,828 at 6%; with 50% employer match about $54,828 at 4% or $36,552 at 6%; with 100% employer match about $41,121 at 4% or $27,414 at 6%. |
| Tax Deferred Annuity Plan of the Health Foundation | - | 9 | $421,941 | $29,607 | $3,290iApproximate average salary by contribution assumption: employee only about $82,242 at 4% or $54,828 at 6%; with 50% employer match about $54,828 at 4% or $36,552 at 6%; with 100% employer match about $41,121 at 4% or $27,414 at 6%. |
| 2021 | 1 | 8 | $416,658 | $37,404 | $4,676iApproximate average salary by contribution assumption: employee only about $116,888 at 4% or $77,925 at 6%; with 50% employer match about $77,925 at 4% or $51,950 at 6%; with 100% employer match about $58,444 at 4% or $38,963 at 6%. |
| Tax Deferred Annuity Plan of the Health Foundation | - | 8 | $416,658 | $37,404 | $4,676iApproximate average salary by contribution assumption: employee only about $116,888 at 4% or $77,925 at 6%; with 50% employer match about $77,925 at 4% or $51,950 at 6%; with 100% employer match about $58,444 at 4% or $38,963 at 6%. |
| 2020 | 1 | 8 | $347,822 | $27,672 | $3,459iApproximate average salary by contribution assumption: employee only about $86,475 at 4% or $57,650 at 6%; with 50% employer match about $57,650 at 4% or $38,433 at 6%; with 100% employer match about $43,238 at 4% or $28,825 at 6%. |
| Tax Deferred Annuity Plan of the Health Foundation | - | 8 | $347,822 | $27,672 | $3,459iApproximate average salary by contribution assumption: employee only about $86,475 at 4% or $57,650 at 6%; with 50% employer match about $57,650 at 4% or $38,433 at 6%; with 100% employer match about $43,238 at 4% or $28,825 at 6%. |
| 2019 | 2 | 8 | $300,686 | $103,949 | $12,994iApproximate average salary by contribution assumption: employee only about $324,841 at 4% or $216,560 at 6%; with 50% employer match about $216,560 at 4% or $144,374 at 6%; with 100% employer match about $162,420 at 4% or $108,280 at 6%. |
| Tax Deferred Annuity Plan of the Health Foundation | - | 8 | $300,071 | $103,949 | $12,994iApproximate average salary by contribution assumption: employee only about $324,841 at 4% or $216,560 at 6%; with 50% employer match about $216,560 at 4% or $144,374 at 6%; with 100% employer match about $162,420 at 4% or $108,280 at 6%. |
| Tax Deferred Annuity Plan of the Health Foundation | - | 1 | $615 | $0 | - |
| 2018 | 2 | 9 | $189,595 | $12,828 | $1,425iApproximate average salary by contribution assumption: employee only about $35,633 at 4% or $23,756 at 6%; with 50% employer match about $23,756 at 4% or $15,837 at 6%; with 100% employer match about $17,817 at 4% or $11,878 at 6%. |
| Tax Deferred Annuity Plan of the Health Foundation | - | 9 | $189,104 | $12,828 | $1,425iApproximate average salary by contribution assumption: employee only about $35,633 at 4% or $23,756 at 6%; with 50% employer match about $23,756 at 4% or $15,837 at 6%; with 100% employer match about $17,817 at 4% or $11,878 at 6%. |
| Tax Deferred Annuity Plan of the Health Foundation | - | 1 | $491 | $0 | - |
| 2017 | 2 | 6 | $235,611 | $23,347 | $3,891iApproximate average salary by contribution assumption: employee only about $97,279 at 4% or $64,853 at 6%; with 50% employer match about $64,853 at 4% or $43,235 at 6%; with 100% employer match about $48,640 at 4% or $32,426 at 6%. |
| Tax Deferred Annuity Plan of the Health Foundation | - | 6 | $235,059 | $23,347 | $3,891iApproximate average salary by contribution assumption: employee only about $97,279 at 4% or $64,853 at 6%; with 50% employer match about $64,853 at 4% or $43,235 at 6%; with 100% employer match about $48,640 at 4% or $32,426 at 6%. |
| Tax Deferred Annuity Plan of the Health Foundation | - | 1 | $552 | - | - |
| 2016 | 2 | 7 | $249,965 | $35,628 | $5,090iApproximate average salary by contribution assumption: employee only about $127,243 at 4% or $84,829 at 6%; with 50% employer match about $84,829 at 4% or $56,552 at 6%; with 100% employer match about $63,621 at 4% or $42,414 at 6%. |
| Tax Deferred Annuity Plan of the Health Foundation | - | 7 | $249,492 | $35,628 | $5,090iApproximate average salary by contribution assumption: employee only about $127,243 at 4% or $84,829 at 6%; with 50% employer match about $84,829 at 4% or $56,552 at 6%; with 100% employer match about $63,621 at 4% or $42,414 at 6%. |
| Tax Deferred Annuity Plan of the Health Foundation | - | 1 | $473 | $0 | - |
| 2015 | 2 | 6 | $205,155 | $90,799 | $15,133iApproximate average salary by contribution assumption: employee only about $378,329 at 4% or $252,219 at 6%; with 50% employer match about $252,219 at 4% or $168,146 at 6%; with 100% employer match about $189,165 at 4% or $126,110 at 6%. |
| Tax Deferred Annuity Plan of the Health Foundation | - | 6 | $204,718 | $90,799 | $15,133iApproximate average salary by contribution assumption: employee only about $378,329 at 4% or $252,219 at 6%; with 50% employer match about $252,219 at 4% or $168,146 at 6%; with 100% employer match about $189,165 at 4% or $126,110 at 6%. |
| Tax Deferred Annuity Plan of the Health Foundation | - | 1 | $437 | $0 | - |
| 2014 | 2 | 6 | $152,112 | $26,551 | $4,425iApproximate average salary by contribution assumption: employee only about $110,629 at 4% or $73,753 at 6%; with 50% employer match about $73,753 at 4% or $49,169 at 6%; with 100% employer match about $55,315 at 4% or $36,876 at 6%. |
| Tax Deferred Annuity Plan of the Health Foundation | - | 6 | $151,663 | $26,550 | $4,425iApproximate average salary by contribution assumption: employee only about $110,625 at 4% or $73,750 at 6%; with 50% employer match about $73,750 at 4% or $49,167 at 6%; with 100% employer match about $55,313 at 4% or $36,875 at 6%. |
| Tax Deferred Annuity Plan of the Health Foundation | - | 1 | $449 | $1 | $1iApproximate average salary by contribution assumption: employee only about $25 at 4% or $17 at 6%; with 50% employer match about $17 at 4% or $11 at 6%; with 100% employer match about $13 at 4% or $8 at 6%. |
| 2013 | 2 | 7 | $128,882 | $22,125 | $3,161iApproximate average salary by contribution assumption: employee only about $79,018 at 4% or $52,679 at 6%; with 50% employer match about $52,679 at 4% or $35,119 at 6%; with 100% employer match about $39,509 at 4% or $26,339 at 6%. |
| Tax Deferred Annuity Plan of the Health Foundation | - | 7 | $128,464 | $22,125 | $3,161iApproximate average salary by contribution assumption: employee only about $79,018 at 4% or $52,679 at 6%; with 50% employer match about $52,679 at 4% or $35,119 at 6%; with 100% employer match about $39,509 at 4% or $26,339 at 6%. |
| Tax Deferred Annuity Plan of the Health Foundation | - | 1 | $418 | - | - |
| 2012 | 2 | 9 | $109,751 | $28,690 | $3,188iApproximate average salary by contribution assumption: employee only about $79,694 at 4% or $53,130 at 6%; with 50% employer match about $53,130 at 4% or $35,420 at 6%; with 100% employer match about $39,847 at 4% or $26,565 at 6%. |
| Tax Deferred Annuity Plan of the Health Foundation | - | 9 | $109,429 | $28,690 | $3,188iApproximate average salary by contribution assumption: employee only about $79,694 at 4% or $53,130 at 6%; with 50% employer match about $53,130 at 4% or $35,420 at 6%; with 100% employer match about $39,847 at 4% or $26,565 at 6%. |
| Tax Deferred Annuity Plan of the Health Foundation | - | 1 | $322 | - | - |
| 2011 | 2 | 9 | $88,729 | $51,512 | $5,724iApproximate average salary by contribution assumption: employee only about $143,089 at 4% or $95,393 at 6%; with 50% employer match about $95,393 at 4% or $63,595 at 6%; with 100% employer match about $71,544 at 4% or $47,696 at 6%. |
| Tax Deferred Annuity Plan of the Health Foundation | - | 9 | $88,441 | $51,512 | $5,724iApproximate average salary by contribution assumption: employee only about $143,089 at 4% or $95,393 at 6%; with 50% employer match about $95,393 at 4% or $63,595 at 6%; with 100% employer match about $71,544 at 4% or $47,696 at 6%. |
| Tax Deferred Annuity Plan of the Health Foundation | - | 1 | $288 | - | - |
| 2010 | 2 | 8 | $62,439 | $8,683 | $1,085iApproximate average salary by contribution assumption: employee only about $27,134 at 4% or $18,090 at 6%; with 50% employer match about $18,090 at 4% or $12,060 at 6%; with 100% employer match about $13,567 at 4% or $9,045 at 6%. |
| Tax Deferred Annuity Plan of the Health Foundation | - | 8 | $62,140 | $8,683 | $1,085iApproximate average salary by contribution assumption: employee only about $27,134 at 4% or $18,090 at 6%; with 50% employer match about $18,090 at 4% or $12,060 at 6%; with 100% employer match about $13,567 at 4% or $9,045 at 6%. |
| Tax Deferred Annuity Plan of the Health Foundation | - | 1 | $299 | - | - |
| 2009 | 2 | 8 | $53,548 | $13,092 | $1,637iApproximate average salary by contribution assumption: employee only about $40,913 at 4% or $27,275 at 6%; with 50% employer match about $27,275 at 4% or $18,183 at 6%; with 100% employer match about $20,456 at 4% or $13,638 at 6%. |
| Tax Deferred Annuity Plan of the Health Foundation | - | 8 | $53,299 | $13,092 | $1,637iApproximate average salary by contribution assumption: employee only about $40,913 at 4% or $27,275 at 6%; with 50% employer match about $27,275 at 4% or $18,183 at 6%; with 100% employer match about $20,456 at 4% or $13,638 at 6%. |
| Tax Deferred Annuity Plan of the Health Foundation | - | 1 | $249 | - | - |
| 2008 | 2 | 0 | $0 | $0 | - |
| Tax Deferred Annuity Plan of the Health Foundation | - | 0 | - | - | - |
| Tax Deferred Annuity Plan of the Health Foundation | - | 0 | - | - | - |
| 2007 | 2 | 0 | $0 | $0 | - |
| Tax Deferred Annuity Plan of the Health Foundation | - | 0 | - | - | - |
| Tax Deferred Annuity Plan of the Health Foundation | - | 0 | - | - | - |
| 2006 | 2 | 0 | $0 | $0 | - |
| Tax Deferred Annuity Plan of the Health Foundation | - | 0 | - | - | - |
| Tax Deferred Annuity Plan of the Health Foundation | - | 0 | - | - | - |
| 2005 | 2 | 0 | $0 | $0 | - |
| Tax Deferred Annuity Plan of the Health Foundation | - | 0 | - | - | - |
| Tax Deferred Annuity Plan of the Health Foundation | - | 0 | - | - | - |
| 2004 | 2 | 0 | $0 | $0 | - |
| Tax Deferred Annuity Plan of the Health Foundation | - | 0 | - | - | - |
| Tax Deferred Annuity Plan of the Health Foundation | - | 0 | - | - | - |
| 2002 | 1 | 0 | $0 | $0 | - |
| Tax Deferred Annuity Plan of the Health Foundation | - | 0 | - | - | - |
| 2000 | 1 | 0 | $0 | $0 | - |
| Tax Deferred Annuity Plan of the Health Foundation | - | 0 | - | - | - |
| 1999 | 1 | 0 | $0 | $0 | - |
| Tax Deferred Annuity Plan of the Health Foundation | - | 0 | - | - | - |