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  2. HENRY E. HUNTINGTON LIBRARY AND ART GALLERY
Sponsor portfolioTH

HENRY E. HUNTINGTON LIBRARY AND ART GALLERY

EIN 95-1644589-Latest filing 2025
Plans
2
Retirement
1
$97.6M assets
Welfare
1
$7.2M premiums
Participants
1,466
1151 OXFORD ROAD - SAN MARINO, CA 91108626-405-2100
Plans on this EIN
2 filings
#001403b-$97.6M - 1,008 part#503Fully Insured-$7.2M - 666 lives

Benefits portfolio analytics

1 plan / $7.2M premiums / 666 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$6.7M
  • Prescription drug$6.7M
  • Dental$277K
  • Life$175K
  • Long-term disability$164K
  • Other$164K
  • +1 more
Total $7.2M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
50%top
  • AETNA LIFE INSURANCE COMPANY50%
  • KAISER FOUNDATION HEALTH PLAN INC43%
  • DELTA DENTAL OF CALIFORNIA4%
  • HARTFORD LIFE AND ACCIDENT2%
  • EYEMED VISION CARE1%
  • +1 more
Total $7.2M6 slices

Broker market share

Schedule A broker compensation

Split broker
50%top
  • GCG FINANCIAL LLC50%
  • USI INSURANCE SERVICES LLC50%
  • EPSIX, INC.0%
  • JAMES ROBERT CONFORT0%
  • CHRISTOPHER TARI0%
  • +2 more
Total $44K7 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 HUNTINGTON LIBRARY, ART MUSEUM, AND BOTANICAL GARDENS 403(B) SAVINGS & RETIREMENT PLAN

403b

Assets$97.6M
Participants1,008
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

HENRY E. HUNTINGTON LIBRARY AND ART GALLERY GROUP HEALTH AND LIFE PLANS

Fully Insured - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$7.2M
Covered lives666
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE HUNTINGTON LIBRARY, ART MUSEUM, AND BOTANICAL GARDENS 403(B) SAVINGS & RETIREMENT PLAN403b$97.6M1,0082024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503HENRY E. HUNTINGTON LIBRARY AND ART GALLERY GROUP HEALTH AND LIFE PLANSFully InsuredKAISER FOUNDATION HEALTH PLAN, INC.$7.2M6662025
Retirement plans
Welfare plans
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