Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$568K
- Life$525K
- Long-term disability$525K
Sponsor portfolioTH
HARVARD-WESTLAKE SCHOOL
EIN 95-1644019primary/secondary educationLatest filing 2025
Plans
2
Retirement
1
$251.6M assets
Welfare
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 filingsBenefits portfolio analytics
1 plan / $568K premiums / 339 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- SUN LIFE ASSURANCE COMPANY OF CANADA100%
Broker market share
Schedule A broker compensation
100%top
- GALLAGHER BENEFIT SERVICES, INC.100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
HARVARD-WESTLAKE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN
403b
Assets$251.6M
Participants818
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
HARVARD-WESTLAKE SCHOOL WRAP PLAN
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$568K
Covered lives339
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HARVARD-WESTLAKE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | 403b | $251.6M | 818 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | HARVARD-WESTLAKE SCHOOL WRAP PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $568K | 339 | 2025 |
Retirement plans
Welfare plans