Original filing (PDF)20251010151708NAL0018944146001

THE ANDREW W. MELLON FOUNDATION

Name: THE ANDREW W. MELLON FOUNDATION — EMERITI RETIREE HEALTH PLAN FOR THE ANDREW W. MELLON FOUNDATION, Form 5500 (2024)
Creator: THE ANDREW W. MELLON FOUNDATION

Form 5500

FILING_RECEIVED

EMERITI RETIREE HEALTH PLAN FOR THE ANDREW W. MELLON FOUNDATION

Health & welfare plan

Signals · 1

No recordkeeper disclosed

Active participants

185

Accounts w/ balance

—

Plan assets (EOY)

$7.9M

Net assets (EOY)

$7.9M

How this plan invests

This plan

13 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

100

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE ANDREW W. MELLON FOUNDATION.

Plan sponsor

Name

THE ANDREW W. MELLON FOUNDATION

EIN

13-1879954

Address

140 EAST 62ND STREET · NEW YORK, NY · 10065

Phone

(212) 500-2490

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

502

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-10

Welfare benefit codes

4A · Health (other than dental or vision)

4D · Dental

Audit & trust (Schedule H)

Auditor

INSERO & CO, CPAS, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

13 direct securities· $7.9M(100% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
Vanguard Target Retirement 2030	—	—	—	$1.5M	19.3%
Vanguard Target Retirement 2035	—	—	—	$1.4M	17.1%
Vanguard Target Retirement 2040	—	—	—	$1.2M	15.1%
Vanguard Target Retirement 2025	—	—	—	$1.1M	14.0%

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