Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$289K
- Dental$278K
- Vision$278K
- Life$262K
- Short-term disability$262K
- Long-term disability$262K
Sponsor portfolio
HARBOR RETIREMENT ASSOCIATES, LLC
EIN 04-3585453Latest filing 2025
Plans
2
Retirement
1
$7.5M assets
Welfare
1
$567K premiums
Participants
1,823
700 BEACHLAND BOULEVARD, 2ND FLOOR - VERO BEACH, FL 32963772-492-5002harborretirementassociates.comLinkedIn501-1000 employees
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $567K premiums / 3,988 covered livesCarrier market share
Premium dollars by Schedule A carrier
95%top
- UNITEDHEALTHCARE INSURANCE COMPANY95%
- CURALINC HEALTHCARE5%
Broker market share
Schedule A broker compensation
76%top
- MCGRIFF INSURANCE SERVICES INC76%
- BB&T INSURANCE SERVICES, INC.24%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
HARBOR RETIREMENT ASSOCIATES, LLC 401(K) PLAN
401k
Assets$7.5M
Participants881
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
HARBOR RETIREMENT ASSOCIATES LLC FLEXIBLE BENEFITS PLAN
Mixed - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$567K
Covered lives3,988
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HARBOR RETIREMENT ASSOCIATES, LLC 401(K) PLAN | 401k | $7.5M | 881 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | HARBOR RETIREMENT ASSOCIATES LLC FLEXIBLE BENEFITS PLAN | Mixed | UNITEDHEALTHCARE INSURANCE COMPANY | $567K | 3,988 | 2025 |
Retirement plans
Welfare plans