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  2. HARMONIC INC.
Sponsor portfolio

HARMONIC INC.

EIN 77-0201147-telecommunications-Latest filing 2024
Plans
2
Retirement
1
$154.3M assets
Welfare
1
$2.0M premiums
Participants
999
2590 ORCHARD PARKWAY - SAN JOSE, CA 95131408-543-2329harmonicinc.comLinkedIn1001-5000 employeestelecommunications
Plans on this EIN
2 filings
#001ESOP-$154.3M - 649 part#501Mixed-$2.0M - 340 lives

Benefits portfolio analytics

1 plan / $2.0M premiums / 340 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.6M
  • Prescription drug$1.6M
  • Other$371K
  • Life$314K
  • Long-term disability$196K
Total $2.0M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
76%top
  • KAISER FOUNDATION HEALTH PLAN INC76%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA18%
  • RELIASTAR LIFE INSURANCE COMPANY3%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA1%
  • METROPOLITAN LIFE INSURANCE COMPANY1%
  • +1 more
Total $2.0M6 slices

Broker market share

Schedule A broker compensation

Split broker
83%top
  • WOODRUFF-SAWYER & CO83%
  • STRATEGIC NON-MEDICAL SOLUTION9%
  • REUBEN WARNER ASSOCIATES, INC.8%
Total $68K3 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

HARMONIC INC. 401(K) PLAN

ESOP

Assets$154.3M
Participants649
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HARMONIC INC. CONSOLIDATED WELFARE PLAN

Mixed - KAISER FOUNDATION HEALTH PLAN INC.

Premiums$2.0M
Covered lives340
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HARMONIC INC. 401(K) PLANESOP$154.3M6492024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HARMONIC INC. CONSOLIDATED WELFARE PLANMixedKAISER FOUNDATION HEALTH PLAN INC.$2.0M3402024
Retirement plans
Welfare plans
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