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  2. HARVARD MANAGEMENT COMPANY INC.
Sponsor portfolioTH

HARVARD MANAGEMENT COMPANY INC.

EIN 23-7361259-Finance and Insurance-Latest filing 2025
Plans
3
Retirement
2
$130.7M assets
Welfare
1
$3.1M premiums
Participants
596
600 ATLANTIC AVENUE - BOSTON, MA 022102211617-523-4400
Plans on this EIN
3 filings
#004MoneyPurchase-$65.9M - 259 part#001403b-$64.8M - 237 part#505Fully Insured-$3.1M - 287 lives

Retirement portfolio analytics

2 plans aggregated / $130.7M assets / 496 participants

Assets by plan

Share of aggregate retirement assets

50%top
  • COMPANY INC. PENSION (#004)50%
  • TAX-DEFERRED ANNUITY PLAN (#001)50%
Total $130.7MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • SENTINEL PENSION ADVISORS100%
Total $130.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • COMPANY INC. PENSION (#004)259
  • TAX-DEFERRED ANNUITY PLAN (#001)237
Total 496Click row to drill in

Benefits portfolio analytics

1 plan / $3.1M premiums / 287 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.7M
  • Prescription drug$2.7M
  • Other$275K
  • Dental$218K
  • Life$207K
  • Long-term disability$207K
  • +1 more
Total $3.1M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • BLUE CROSS OF CALIFORNIA91%
  • SUN LIFE ASSURANCE COMPANY OF CANADA6%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY2%
  • VISION SERVICE PLAN1%
  • DELAWARE AMERICAN LIFE INSURANCE COMPANY0%
  • +2 more
Total $3.1M7 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • BROWN & BROWN INSURANCE SERVICES99%
  • HAYS COMPANIES, INC.1%
Total $119K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#004

HARVARD MANAGEMENT COMPANY INC. PENSION PLAN

MoneyPurchase

Assets$65.9M
Participants259
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

THE HARVARD MANAGEMENT COMPANY 403(B) TAX-DEFERRED ANNUITY PLAN

403b

Assets$64.8M
Participants237
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

HARVARD MANAGEMENT COMPANY INC. HEALTH & WELFARE PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.

Premiums$3.1M
Covered lives287
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
004HARVARD MANAGEMENT COMPANY INC. PENSION PLANMoneyPurchase$65.9M2592025
001THE HARVARD MANAGEMENT COMPANY 403(B) TAX-DEFERRED ANNUITY PLAN403b$64.8M2372025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505HARVARD MANAGEMENT COMPANY INC. HEALTH & WELFARE PLANFully InsuredBLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.$3.1M2872025
Retirement plans
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