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Sponsor portfolio

HARPOINT HOLDINGS, INC.

EIN 20-0169418-Manufacturing-Latest filing 2024
Plans
2
Retirement
1
$24.6M assets
Welfare
1
$636K premiums
Participants
709
200 FRONT STREET - MILLERSBURG, PA 17061717-692-2113
Plans on this EIN
2 filings
#001401k-$24.6M - 226 part#501Mixed-$636K - 253 lives

Benefits portfolio analytics

1 plan / $636K premiums / 253 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$521K
  • Life$66K
  • Long-term disability$34K
  • Other$15K
Total $636K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
82%top
  • AVALON INSURANCE COMPANY82%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA16%
  • MAGELLAN HEALTHCARE2%
Total $636K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $115K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

HARPOINT HOLDINGS, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$24.6M
Participants226
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HARPOINT HOLDINGS, INC. COMPREHENSIVE HEALTH AND WELFARE BENEFIT PLAN

Mixed - AVALON INSURANCE COMPANY

Premiums$636K
Covered lives253
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HARPOINT HOLDINGS, INC. 401(K) PROFIT SHARING PLAN401k$24.6M2262024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HARPOINT HOLDINGS, INC. COMPREHENSIVE HEALTH AND WELFARE BENEFIT PLANMixedAVALON INSURANCE COMPANY$636K2532024
Retirement plans
Welfare plans
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