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Sponsor portfolioTH

HARVARD CLUB OF BOSTON

EIN 04-1423320-hospitality-Latest filing 2025
Plans
4
Retirement
3
$6.1M assets
Welfare
1
$1.7M premiums
Participants
347
374 COMMONWEALTH AVENUE - BOSTON, MA 02215617-536-1260harvardclub.comLinkedIn201-500 employeeshospitality
Plans on this EIN
4 filings
#002401k-$5.1M - 71 part#003401k-$874K - 133 part#001TraditionalDB-$98K - 21 part#501Fully Insured-$1.7M - 163 lives

Retirement portfolio analytics

3 plans aggregated / $6.1M assets / 225 participants

Assets by plan

Share of aggregate retirement assets

84%top
  • OF BOSTON 401(K) (#002)84%
  • FOR UNION EMPLOYEES (#003)14%
  • PLAN FOR EMPLOYEES (#001)2%
Total $6.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • FOR UNION EMPLOYEES (#003)133
  • OF BOSTON 401(K) (#002)71
  • PLAN FOR EMPLOYEES (#001)21
Total 225Click row to drill in

Benefits portfolio analytics

1 plan / $1.7M premiums / 163 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.7M
  • Dental$1.7M
  • Prescription drug$1.7M
  • Other$49K
  • Life$48K
  • Long-term disability$48K
  • +1 more
Total $1.7M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
97%top
  • BLUE CROSS OF CALIFORNIA97%
  • HARTFORD LIFE AND ACCIDENT3%
  • VISION SERVICE PLAN0%
  • METROPOLITAN LIFE INSURANCE COMPANY0%
Total $1.7M4 slices

Broker market share

Schedule A broker compensation

Split broker
94%top
  • ASSUREDPARTNERS94%
  • INDIGO INSURANCE SERVICES5%
  • GIS NATIONAL0%
  • BOON CHAPMAN BENEFIT ADMINISTRATORS0%
  • BROWN & BROWN INSURANCE SERVICES0%
Total $67K5 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

HARVARD CLUB OF BOSTON 401(K) PLAN

401k

Assets$5.1M
Participants71
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

HARVARD CLUB OF BOSTON 401(K) PLAN FOR UNION EMPLOYEES

401k

Assets$874K
Participants133
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

HARVARD CLUB OF BOSTON RETIREMENT PLAN FOR EMPLOYEES

TraditionalDB

Assets$98K
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HARVARD CLUB OF BOSTON EMPLOYEE BENEFITS PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF MA

Premiums$1.7M
Covered lives163
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
002HARVARD CLUB OF BOSTON 401(K) PLAN401k$5.1M712024
003HARVARD CLUB OF BOSTON 401(K) PLAN FOR UNION EMPLOYEES401k$874K1332024
001HARVARD CLUB OF BOSTON RETIREMENT PLAN FOR EMPLOYEESTraditionalDB$98K212024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HARVARD CLUB OF BOSTON EMPLOYEE BENEFITS PLANFully InsuredBLUE CROSS BLUE SHIELD OF MA$1.7M1632025
Retirement plans
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