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Sponsor portfolio

HAWTHORNE FOUNDATION, INC.

EIN 13-3447893-individual & family services-Latest filing 2025
Plans
6
Retirement
2
$13.5M assets
Welfare
4
$2.3M premiums
Participants
1,674
5 BRADHURST AVENUE - HAWTHORNE, NY 10532914-592-8526hawthornefoundation.orgLinkedIn201-500 employeesindividual & family services
Plans on this EIN
6 filings
#001401k-$7.2M - 339 part#002403b-$6.3M - 720 part#502Fully Insured-$2.1M - 187 lives#503Fully Insured-$98K - 132 lives#504Fully Insured-$38K - 242 lives#505Fully Insured-$10K - 201 lives

Retirement portfolio analytics

2 plans aggregated / $13.5M assets / 1,059 participants

Assets by plan

Share of aggregate retirement assets

53%top
  • PLAN & TRUST (#001)53%
  • 403(B) TDA PLAN (#002)47%
Total $13.5MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
53%top
  • GREAT-WEST LIFE & ANNUITY INSURANCE53%
  • (Not disclosed)47%
Total $13.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 403(B) TDA PLAN (#002)720
  • PLAN & TRUST (#001)339
Total 1,059Click row to drill in

Benefits portfolio analytics

4 plans / $2.3M premiums / 762 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.1M
  • Prescription drug$2.1M
  • Dental$98K
  • Long-term disability$22K
  • Life$12K
  • Vision$10K
  • +1 more
Total $2.3M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
98%top
  • AETNA LIFE INSURANCE COMPANY98%
  • NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK2%
Total $2.3M2 slices

Broker market share

Schedule A broker compensation

Split broker
71%top
  • USI INSURANCE SERVICES LLC71%
  • PROFESSIONAL PENSIONS INC27%
  • PPI BENEFIT SOLUTIONS1%
Total $138K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

HAWTHORNE FOUNDATION INC. RETIREMENT PLAN & TRUST

401k

Assets$7.2M
Participants339
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

HAWTHORNE FOUNDATION, INC, 403(B) TDA PLAN

403b

Assets$6.3M
Participants720
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

HAWTHORNE FOUNDATION HEALTH PLAN

Fully Insured - AETNA LIFE INSURANCE COMPANY

Premiums$2.1M
Covered lives187
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

HAWTHORNE FOUNDATION DENTAL PLAN

Fully Insured - AETNA LIFE INSURANCE COMPANY

Premiums$98K
Covered lives132
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

HAWTHORNE FOUNDATION LIFE PLAN

Fully Insured - NEW YORK LIFE GROUP INSURANCE COMPANY OF NY

Premiums$38K
Covered lives242
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

HAWTHORNE FOUNDATION VISION PLAN

Fully Insured - AETNA LIFE INSURANCE COMPANY

Premiums$10K
Covered lives201
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001HAWTHORNE FOUNDATION INC. RETIREMENT PLAN & TRUST401k$7.2M3392025
002HAWTHORNE FOUNDATION, INC, 403(B) TDA PLAN403b$6.3M7202024

Welfare plans4

Plan #NameFundingCarrierPremiumsCoveredLatest year
502HAWTHORNE FOUNDATION HEALTH PLANFully InsuredAETNA LIFE INSURANCE COMPANY$2.1M1872024
503HAWTHORNE FOUNDATION DENTAL PLANFully InsuredAETNA LIFE INSURANCE COMPANY$98K1322024
504HAWTHORNE FOUNDATION LIFE PLANFully InsuredNEW YORK LIFE GROUP INSURANCE COMPANY OF NY$38K2422024
505HAWTHORNE FOUNDATION VISION PLANFully InsuredAETNA LIFE INSURANCE COMPANY$10K2012024
Retirement plans
Welfare plans
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