Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$93K
- Life$90K
- Short-term disability$90K
- Long-term disability$90K
- Vision$10K
Sponsor portfolio
HARBORONE MORTGAGE LLC
EIN 04-2802284financial servicesLatest filing 2024
Plans
2
Retirement
1
$20.4M assets
Welfare
1
$104K premiums
Participants
291
650 ELM STREET STE 600 - MANCHESTER, NH 03101603-606-3248harboronemortgage.comLinkedIn201-500 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $104K premiums / 308 covered livesCarrier market share
Premium dollars by Schedule A carrier
87%top
- UNUM LIFE INSURANCE COMPANY OF AMERICA87%
- EYEMED VISION CARE10%
- COMPSYCH3%
Broker market share
Schedule A broker compensation
100%top
- ASSUREDPARTNERS100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
HARBORONE MORTGAGE, LLC RETIREMENT PLAN
401k
Assets$20.4M
Participants193
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
HARBORONE MORTGAGE LLC WELFARE BENEFIT PLAN
Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA
Premiums$104K
Covered lives308
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HARBORONE MORTGAGE, LLC RETIREMENT PLAN | 401k | $20.4M | 193 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | HARBORONE MORTGAGE LLC WELFARE BENEFIT PLAN | Mixed | UNUM LIFE INSURANCE COMPANY OF AMERICA | $104K | 308 | 2024 |
Retirement plans
Welfare plans