Assets by plan
Share of aggregate retirement assets
Filings through .
Top hat
Harvard Management Company Inc.
EIN 23-7361259Finance and InsuranceLatest filing 2025
Plans
3
Retirement
2
$130.7M assets
Health & Benefits
1
$3.1M premiums
Participants
596
600 ATLANTIC AVENUE - BOSTON, MA 022102211617-523-4400
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $130.7M assets / 496 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- SENTINEL BENEFITS GROUP, LLC$130.7M
Participants by plan
Active + retired + deferred vested
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
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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#004
HARVARD MANAGEMENT COMPANY INC. PENSION PLAN
Money purchase
Assets$65.9M
Participants259
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
THE HARVARD MANAGEMENT COMPANY 403(B) TAX-DEFERRED ANNUITY PLAN
403(b)
Assets$64.8M
Participants237
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#505
HARVARD MANAGEMENT COMPANY INC. HEALTH & WELFARE PLAN
Fully insured - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.
Premiums$3.1M
Covered lives287
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #004 | HARVARD MANAGEMENT COMPANY INC. PENSION PLAN | Money purchase | $65.9M | 259 | 2025 |
| #001 | THE HARVARD MANAGEMENT COMPANY 403(B) TAX-DEFERRED ANNUITY PLAN | 403(b) | $64.8M | 237 | 2025 |
- #004 · Money purchase · 2025259
- #001 · 403(b) · 2025237
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #505 | HARVARD MANAGEMENT COMPANY INC. HEALTH & WELFARE PLAN | Fully insured | BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. | $3.1M | 287 | 2025 |
- #505 · Fully insured · BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. · 2025287
Retirement plans
Health & Benefits plans