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Sponsor portfolio

HAWKEN SCHOOL

EIN 34-0714427-primary/secondary education-Latest filing 2024
Plans
4
Retirement
1
$49.6M assets
Welfare
3
$62K premiums
Participants
604
P.O. BOX 8002 - GATES MILLS, OH 440408002440-423-4446hawken.eduLinkedIn201-500 employeesprimary/secondary education
Plans on this EIN
4 filings
#003403b-$49.6M - 604 part#508Mixed-$25K - 0 lives#505Fully Insured-$24K - 0 lives#503Fully Insured-$13K - 0 lives

Benefits portfolio analytics

3 plans / $62K premiums / 0 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$49K
  • Dental$25K
  • Vision$25K
  • Life$24K
  • Long-term disability$13K
Total $62K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
100%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA100%
  • HARTFORD LIFE AND ACCIDENT0%
Total $62K2 slices

Broker market share

Schedule A broker compensation

Split broker
75%top
  • THE JAMES B OSWALD COMPANY75%
  • CENTRO BENEFITS RESEARCH LLC23%
  • CGI VOLUNTARY BENEFITS, INC.2%
Total $12K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

HAWKEN SCHOOL RETIREMENT PLAN

403b

Assets$49.6M
Participants604
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#508

HAWKEN SCHOOL MEDICAL PLAN

Mixed - GUARDIAN

Premiums$25K
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

HAWKEN SCHOOL GROUP TERM INSURANCE PLAN

Fully Insured - GUARDIAN

Premiums$24K
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

HAWKEN SCHOOL LONG-TERM DISABILITY PLAN

Fully Insured - GUARDIAN

Premiums$13K
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003HAWKEN SCHOOL RETIREMENT PLAN403b$49.6M6042024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
508HAWKEN SCHOOL MEDICAL PLANMixedGUARDIAN$25K02024
505HAWKEN SCHOOL GROUP TERM INSURANCE PLANFully InsuredGUARDIAN$24K02024
503HAWKEN SCHOOL LONG-TERM DISABILITY PLANFully InsuredGUARDIAN$13K02024
Retirement plans
Welfare plans
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