Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$568K
- Life$525K
- Long-term disability$525K
Filings through .
Top hat
Harvard-Westlake School
EIN 95-1644019primary/secondary educationLatest filing 2025
Plans
2
Retirement
1
$251.6M assets
Health & Benefits
1
$568K premiums
Participants
1,159
3700 COLDWATER CANYON AVE - STUDIO CITY, CA 91604818-487-5439hw.comLinkedIn201-500 employeesprimary/secondary education
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $568K premiums / 339 covered lives
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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#001
HARVARD-WESTLAKE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN
403(b)
Assets$251.6M
Participants818
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#503
HARVARD-WESTLAKE SCHOOL WRAP PLAN
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$568K
Covered lives339
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | HARVARD-WESTLAKE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | 403(b) | $251.6M | 818 | 2025 |
- #001 · 403(b) · 2025818
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #503 | HARVARD-WESTLAKE SCHOOL WRAP PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $568K | 339 | 2025 |
- #503 · Mixed · SUN LIFE ASSURANCE COMPANY OF CANADA · 2025339
Retirement plans
Health & Benefits plans