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Sponsor portfolioWelfare / HealthEIN 95-1644019

HARVARD-WESTLAKE SCHOOL

3700 COLDWATER CANYON · STUDIO CITY, CA 91604
8189806692
Plans filed
2
Years active
2016–2025
Industry
NAICS 61
Latest filing
2025
Total premiums (latest)
$568K
No prior year
Persons covered
339
No prior year
Total participants
341
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #503$568K
HARVARD-WESTLAKE SCHOOL WRAP PLAN
Mixed339 covered·1 carrier
Primary: SUN LIFE ASSURANCE COMPANY OF CANADA
Plan #501$0
MEDICAL/DENTAL
Self-funded0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$568K35.1%
Life$525K32.4%
Long-term disability$525K32.4%

Carrier overview

1 carrier · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 381082080
LLTDOth
$568K100.0%12339

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
GALLAGHER BENEFIT SERVICES, INC.ROLLING MEADOW, ILSUN LIFE ASSURANCE COMPANY OF CANADA$55K$11K$66K100.0%1

History & trajectory

10 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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