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Sponsor portfolioTH

HATHAWAY BROWN SCHOOL

EIN 34-0714426-education management-Latest filing 2024
Plans
3
Retirement
1
$51.8M assets
Welfare
2
$1.2M premiums
Participants
844
19600 NORTH PARK BOULEVARD - SHAKER HEIGHTS, OH 441221825216-320-8083hb.eduLinkedIn201-500 employeeseducation management
Plans on this EIN
3 filings
#001403b-$51.8M - 459 part#502Fully Insured-$983K - 160 lives#501Fully Insured-$261K - 225 lives

Benefits portfolio analytics

2 plans / $1.2M premiums / 385 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.2M
  • Health$983K
  • Dental$261K
  • Vision$261K
  • Life$261K
  • Long-term disability$261K
Total $1.2M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
79%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA79%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA21%
Total $1.2M2 slices

Broker market share

Schedule A broker compensation

Split broker
46%top
  • THE JAMES B OSWALD COMPANY46%
  • CENTRO BENEFITS RESEARCH LLC30%
  • CGI VOLUNTARY BENEFITS, INC.24%
Total $43K3 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

THE HATHAWAY BROWN SCHOOL RETIREMENT PLAN

403b

Assets$51.8M
Participants459
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

HATHAWAY BROWN SCHOOL HEALTH

Fully Insured - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$983K
Covered lives160
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

HATHAWAY BROWN SCHOOL EMPLOYEE GROUP BENEFITS PLAN

Fully Insured - GUARDIAN

Premiums$261K
Covered lives225
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE HATHAWAY BROWN SCHOOL RETIREMENT PLAN403b$51.8M4592024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502HATHAWAY BROWN SCHOOL HEALTHFully InsuredSUN LIFE ASSURANCE COMPANY OF CANADA$983K1602024
501HATHAWAY BROWN SCHOOL EMPLOYEE GROUP BENEFITS PLANFully InsuredGUARDIAN$261K2252024
Retirement plans
Welfare plans
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