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Sponsor portfolio

HARVARD CLUB OF NEW YORK CITY

EIN 13-0827620-hospitality-Latest filing 2025
Plans
4
Retirement
3
$24.4M assets
Welfare
1
$8K premiums
Participants
508
27 W 44TH STREET - NEW YORK, NY 10036212-840-6600hcny.comLinkedIn201-500 employeeshospitality
Plans on this EIN
4 filings
#003401k-$17.9M - 94 part#005401k-$5.7M - 171 part#004401k-$800K - 8 part#501Fully Insured-$8K - 210 lives

Retirement portfolio analytics

3 plans aggregated / $24.4M assets / 273 participants

Assets by plan

Share of aggregate retirement assets

73%top
  • YORK CITY 401(K) (#003)73%
  • LOCAL 6 401(K) (#005)23%
  • CITY OPERATING ENGINEERS (#004)3%
Total $24.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • LOCAL 6 401(K) (#005)171
  • YORK CITY 401(K) (#003)94
  • CITY OPERATING ENGINEERS (#004)8
Total 273Click row to drill in

Benefits portfolio analytics

1 plan / $8K premiums / 210 covered lives

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA100%
Total $8K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • WILLIAM S. FURMAN100%
Total $1141 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

HARVARD CLUB OF NEW YORK CITY 401(K) PLAN

401k

Assets$17.9M
Participants94
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005

HARVARD CLUB OF NEW YORK CITY HOTEL, RESTAURANT & CLUB EMPLOYEES & BARTENDERS UNION LOCAL 6 401(K) PLAN

401k

Assets$5.7M
Participants171
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

HARVARD CLUB OF NEW YORK CITY OPERATING ENGINEERS

401k

Assets$800K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HARVARD CLUB OF NEW YORK CITY GROUP LIFE INSURANCE PLAN

Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$8K
Covered lives210
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
003HARVARD CLUB OF NEW YORK CITY 401(K) PLAN401k$17.9M942024
005HARVARD CLUB OF NEW YORK CITY HOTEL, RESTAURANT & CLUB EMPLOYEES & BARTENDERS UNION LOCAL 6 401(K) PLAN401k$5.7M1712024
004HARVARD CLUB OF NEW YORK CITY OPERATING ENGINEERS401k$800K82024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HARVARD CLUB OF NEW YORK CITY GROUP LIFE INSURANCE PLANFully InsuredUNUM LIFE INSURANCE COMPANY OF AMERICA$8K2102025
Retirement plans
Welfare plans
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