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  2. The Harker School
  • Retirement analytics
  • Benefits analytics
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  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

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The Harker School

EIN 94-1613808-education management-Latest filing 2025
Plans
3
Retirement
2
$152.5M assets
Health & Benefits
1
$2.4M premiums
Participants
2,473
4525 UNION AVE - SAN JOSE, CA 951243530408-553-5700harker.orgLinkedIn201-500 employeeseducation management
Plans on this EIN
3 filings
#002403(b)-$79.2M - 1,135 part#001Money purchase-$73.3M - 885 part#501Mixed-$2.4M - 452 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $152.5M assets / 2,020 participants

Assets by plan

Share of aggregate retirement assets

  • DEFERRED ANNUITY PLAN (#002)$79.2M
  • DEFINED CONTRIBUTION PLAN (#001)$73.3M
Total $152.5MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • DEFERRED ANNUITY PLAN (#002)1,135
  • DEFINED CONTRIBUTION PLAN (#001)885
Total 2,020Select a row to open it

Benefits portfolio analytics

1 plan / $2.4M premiums / 452 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.1M
  • Prescription drug$2.1M
  • Other$213K
  • Life$145K
  • Long-term disability$69K
  • Vision$56K
Total $2.4M6 rows
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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#002

THE HARKER SCHOOL 403(B) TAX DEFERRED ANNUITY PLAN

403(b)

Assets$79.2M
Participants1,135
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001

THE HARKER SCHOOL 401(A) DEFINED CONTRIBUTION PLAN

Money purchase

Assets$73.3M
Participants885
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

THE HARKER SCHOOL EMPLOYEES HEALTH CARE PLAN

Mixed - KAISER FOUNDATION HEALTH PLAN INC.

Premiums$2.4M
Covered lives452
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002THE HARKER SCHOOL 403(B) TAX DEFERRED ANNUITY PLAN403(b)$79.2M1,1352025
#001THE HARKER SCHOOL 401(A) DEFINED CONTRIBUTION PLANMoney purchase$73.3M8852025
  • THE HARKER SCHOOL 403(B) TAX DEFERRED ANNUITY PLAN$79.2M
    #002 · 403(b) · 20251,135
  • THE HARKER SCHOOL 401(A) DEFINED CONTRIBUTION PLAN$73.3M
    #001 · Money purchase · 2025885

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501THE HARKER SCHOOL EMPLOYEES HEALTH CARE PLANMixedKAISER FOUNDATION HEALTH PLAN INC.$2.4M4522025
  • THE HARKER SCHOOL EMPLOYEES HEALTH CARE PLAN$2.4M
    #501 · Mixed · KAISER FOUNDATION HEALTH PLAN INC. · 2025452
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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