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Sponsor portfolioTH

THE WILLIAM AND FLORA HEWLETT FOUNDATION

EIN 94-1655673-Other Services (except Public Administration)-Latest filing 2024
Plans
2
Retirement
1
$111.1M assets
Welfare
1
$3.3M premiums
Participants
425
2121 SAND HILL ROAD - MENLO PARK, CA 94025650-234-4500
Plans on this EIN
2 filings
#001403b-$111.1M - 259 part#503Fully Insured-$3.3M - 478 lives

Benefits portfolio analytics

1 plan / $3.3M premiums / 478 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.9M
  • Prescription drug$2.9M
  • Dental$207K
  • Other$182K
  • Life$134K
  • Short-term disability$134K
  • +2 more
Total $3.3M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
64%top
  • CALIFORNIA PHYSICIANS SERVICE64%
  • KAISER FOUNDATION HEALTH PLAN INC23%
  • METROPOLITAN LIFE INSURANCE COMPANY6%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA4%
  • SPRING HEALTH1%
  • +3 more
Total $3.3M8 slices

Broker market share

Schedule A broker compensation

Split broker
98%top
  • ALLIANT INSURANCE SERVICES, INC.98%
  • THE ARLEN GROUP2%
Total $63K2 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 WILLIAM AND FLORA HEWLETT FOUNDATION 403(B) PLAN

403b

Assets$111.1M
Participants259
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

THE WILLIAM AND FLORA HEWLETT FOUNDATION EMPLOYEE HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - CALIFORNIA PHYSICIANS SERVICE

Premiums$3.3M
Covered lives478
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE WILLIAM AND FLORA HEWLETT FOUNDATION 403(B) PLAN403b$111.1M2592024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503THE WILLIAM AND FLORA HEWLETT FOUNDATION EMPLOYEE HEALTH AND WELFARE BENEFIT PLANFully InsuredCALIFORNIA PHYSICIANS SERVICE$3.3M4782024
Retirement plans
Welfare plans
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