Hawken School — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Hawken School (EIN 34-0714427) is a plan sponsor located in Gates Mills, OH with 4 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
34-0714427
Location
Gates Mills, OH
Loaded plans
4
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Hawken School

  • 4 loaded plans hold $45.1M in reported assets.
  • The largest, Hawken School Retirement Plan, holds 100% of this company's reported plan assets.
  • Plans cover 1,501 reported participants.
  • 1 of 4 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$45.1MSummed across loaded plans$45,141,895
Total reported assets$45.1M$45,141,895
Total reported participants1.5K1,501
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$45.1M total assets
Net assets$45.1MLiabilities$0
Contributions & income
Employer contributions$472.8K
Participant contributions$630.6K
Total income / additions$3.6M
Expenses & distributions
Benefits paid / distributions$1.2M
Total expenses$1.2M
Net increase / (decrease)$2.4M

Data coverage

Plans with financial statements1 / 4 (25%)
Plans with provider compensation1 / 4 (25%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Hawken School Retirement Plan
Participants per plan375Average across loaded plans
Loaded plans4
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #003 · 608 participants · 2023
  2. 2
    Hawken School Long-Term Disability Plannot reported in the loaded dataset
    Plan #503 · 317 participants · 2023
  3. 3
    Hawken School Group Term Insurance Plannot reported in the loaded dataset
    Plan #505 · 317 participants · 2023
  4. 4
    Hawken School Medical Plannot reported in the loaded dataset
    Plan #508 · 259 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Hawken School. Open one for its full reported snapshot.

  1. 2023
    Hawken School Retirement Plan608 participants · 2Sch HSch C
    View filing →
  2. 2023
    Hawken School Group Term Insurance Plan317 participants · 2No schedules
    View filing →
  3. 2023
    Hawken School Long-Term Disability Plan317 participants · 2No schedules
    View filing →
  4. 2023
    Hawken School Medical Plan259 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Hawken School report on Form 5500?
Hawken School (EIN 34-0714427) reports 4 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Hawken School?
The Employer Identification Number (EIN) reported for Hawken School is 34-0714427.
What is the latest Form 5500 filing year for Hawken School?
The latest loaded Form 5500 filing year for Hawken School is 2023.

Related Form 5500 pages