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  2. Hawthorne Foundation, Inc.
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Hawthorne Foundation, Inc.

EIN 13-3447893-individual & family services-Latest filing 2025
Plans
6
Retirement
2
$13.1M assets
Health & Benefits
4
$2.5M premiums
Participants
1,563
5 BRADHURST AVENUE - HAWTHORNE, NY 10532914-592-8526hawthornefoundation.orgLinkedIn201-500 employeesindividual & family services
Plans on this EIN
6 filings
#001401(k)-$7.2M - 339 part#002403(b)-$5.9M - 775 part#502Fully insured-$2.4M - 176 lives#503Fully insured-$93K - 126 lives#504Fully insured-$37K - 239 lives#505Fully insured-$10K - 196 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's 4 health and benefits plans.

Retirement portfolio analytics

2 plans aggregated / $13.1M assets / 1,114 participants

Assets by plan

Share of aggregate retirement assets

  • PLAN & TRUST (#001)$7.2M
  • 403(B) TDA PLAN (#002)$5.9M
Total $13.1MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • EMPOWER ADVISORY GROUP, LLC$7.2M
  • (Not disclosed)$5.9M
Total $13.1MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • 403(B) TDA PLAN (#002)775
  • PLAN & TRUST (#001)339
Total 1,114Select a row to open it

Benefits portfolio analytics

4 plans / $2.5M premiums / 737 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.4M
  • Prescription drug$2.4M
  • Dental$93K
  • Long-term disability$21K
  • Life$13K
  • Vision$10K
  • +1 more
Total $2.5M7 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

HAWTHORNE FOUNDATION INC. RETIREMENT PLAN & TRUST

401(k)

Assets$7.2M
Participants339
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

HAWTHORNE FOUNDATION, INC, 403(B) TDA PLAN

403(b)

Assets$5.9M
Participants775
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502

HAWTHORNE FOUNDATION HEALTH PLAN

Fully insured - AETNA LIFE INSURANCE COMPANY

Premiums$2.4M
Covered lives176
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#503

HAWTHORNE FOUNDATION DENTAL PLAN

Fully insured - AETNA LIFE INSURANCE COMPANY

Premiums$93K
Covered lives126
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#504

HAWTHORNE FOUNDATION LIFE PLAN

Fully insured - NEW YORK LIFE GROUP INSURANCE COMPANY OF NY

Premiums$37K
Covered lives239
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#505

HAWTHORNE FOUNDATION VISION PLAN

Fully insured - AETNA LIFE INSURANCE COMPANY

Premiums$10K
Covered lives196
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001HAWTHORNE FOUNDATION INC. RETIREMENT PLAN & TRUST401(k)$7.2M3392025
#002HAWTHORNE FOUNDATION, INC, 403(B) TDA PLAN403(b)$5.9M7752025
  • HAWTHORNE FOUNDATION INC. RETIREMENT PLAN & TRUST$7.2M
    #001 · 401(k) · 2025339
  • HAWTHORNE FOUNDATION, INC, 403(B) TDA PLAN$5.9M
    #002 · 403(b) · 2025775

Health & Benefits plans

4 plans on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#502HAWTHORNE FOUNDATION HEALTH PLANFully insuredAETNA LIFE INSURANCE COMPANY$2.4M1762025
#503HAWTHORNE FOUNDATION DENTAL PLANFully insuredAETNA LIFE INSURANCE COMPANY$93K1262025
#504HAWTHORNE FOUNDATION LIFE PLANFully insuredNEW YORK LIFE GROUP INSURANCE COMPANY OF NY$37K2392025
#505HAWTHORNE FOUNDATION VISION PLANFully insuredAETNA LIFE INSURANCE COMPANY$10K1962025
  • HAWTHORNE FOUNDATION HEALTH PLAN$2.4M
    #502 · Fully insured · AETNA LIFE INSURANCE COMPANY · 2025176
  • HAWTHORNE FOUNDATION DENTAL PLAN$93K
    #503 · Fully insured · AETNA LIFE INSURANCE COMPANY · 2025126
  • HAWTHORNE FOUNDATION LIFE PLAN$37K
    #504 · Fully insured · NEW YORK LIFE GROUP INSURANCE COMPANY OF NY · 2025239
  • HAWTHORNE FOUNDATION VISION PLAN$10K
    #505 · Fully insured · AETNA LIFE INSURANCE COMPANY · 2025196
Retirement plans
Health & Benefits plans

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  1. Retirement analytics
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