Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
THE HARKER SCHOOL
EIN 94-1613808education managementLatest filing 2025
Plans
3
Retirement
2
$141.4M assets
Welfare
1
$2.4M premiums
Participants
2,465
4525 UNION AVE - SAN JOSE, CA 951243530408-553-5700harker.orgLinkedIn201-500 employeeseducation management
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $141.4M assets / 2,012 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $2.4M premiums / 452 covered livesCoverage 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
Carrier market share
Premium dollars by Schedule A carrier
89%top
- KAISER FOUNDATION HEALTH PLAN INC89%
- UNITED OF OMAHA LIFE INSURANCE COMPANY9%
- VISION SERVICE PLAN2%
Broker market share
Schedule A broker compensation
76%top
- VERUS INSURANCE SERVICES, LLC76%
- WATCHTOWER BENEFITS, LLC24%
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 HARKER SCHOOL 401(A) DEFINED CONTRIBUTION PLAN
MoneyPurchase
Assets$73.3M
Participants885
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
THE HARKER SCHOOL 403(B) TAX DEFERRED ANNUITY PLAN
403b
Assets$68.2M
Participants1,127
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
THE HARKER SCHOOL EMPLOYEES HEALTH CARE PLAN
Mixed - KAISER FOUNDATION HEALTH PLAN INC.
Premiums$2.4M
Covered lives452
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE HARKER SCHOOL 401(A) DEFINED CONTRIBUTION PLAN | MoneyPurchase | $73.3M | 885 | 2025 | |
| 002 | THE HARKER SCHOOL 403(B) TAX DEFERRED ANNUITY PLAN | 403b | $68.2M | 1,127 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | THE HARKER SCHOOL EMPLOYEES HEALTH CARE PLAN | Mixed | KAISER FOUNDATION HEALTH PLAN INC. | $2.4M | 452 | 2025 |
Retirement plans
Welfare plans