PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. The Haverford School
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Top hat

The Haverford School

EIN 23-1352646-primary/secondary education-Latest filing 2025
Plans
2
Retirement
1
$112.6M assets
Health & Benefits
1
$90K premiums
Participants
712
450 LANCASTER AVENUE - HAVERFORD, PA 19041610-642-3020haverford.orgLinkedIn201-500 employeesprimary/secondary education
Plans on this EIN
2 filings
#001403(b)-$112.6M - 515 part#503Fully insured-$90K - 197 lives

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

Benefits portfolio analytics

1 plan / $90K premiums / 197 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$80K
  • Other$80K
  • Long-term disability$50K
  • Health$11K
  • Prescription drug$11K
Total $90K5 rows
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

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

Retirement#001

THE HAVERFORD SCHOOL 403(B) PLAN

403(b)

Assets$112.6M
Participants515
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#503

THE HAVERFORD SCHOOL FLEXIBLE BENEFITS PLAN

Fully insured - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$90K
Covered lives197
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001THE HAVERFORD SCHOOL 403(B) PLAN403(b)$112.6M5152025
  • THE HAVERFORD SCHOOL 403(B) PLAN$112.6M
    #001 · 403(b) · 2025515

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#503THE HAVERFORD SCHOOL FLEXIBLE BENEFITS PLANFully insuredUNUM LIFE INSURANCE COMPANY OF AMERICA$90K1972025
  • THE HAVERFORD SCHOOL FLEXIBLE BENEFITS PLAN$90K
    #503 · Fully insured · UNUM LIFE INSURANCE COMPANY OF AMERICA · 2025197
Retirement plans
Health & Benefits plans

On this page

  1. Benefits analytics
  2. Plan summaries
  3. Retirement plans
  4. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica