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Sponsor portfolio

HARROGATE INC.

EIN 22-2919029-Latest filing 2025
Plans
2
Retirement
1
$6.2M assets
Welfare
1
$613K premiums
Participants
462
400 LOCUST STREET - LAKEWOOD, NJ 08701703-905-4649
Plans on this EIN
2 filings
#001401k-$6.2M - 371 part#501Fully Insured-$613K - 116 lives

Benefits portfolio analytics

1 plan / $613K premiums / 116 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$497K
  • Dental$56K
  • Other$46K
  • Life$22K
  • Long-term disability$22K
  • Vision$13K
Total $613K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
81%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY81%
  • DELTA DENTAL OF CALIFORNIA9%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA8%
  • VISION SERVICE PLAN2%
Total $613K4 slices

Broker market share

Schedule A broker compensation

Split broker
85%top
  • JOHNSON KENDALL AND JOHNSON85%
  • NORTH RISK PARTNERS LLC10%
  • EMERSON REID LLC5%
Total $70K3 slices

Plan deep-dives

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

HARROGATE EMPLOYEES ANNUITY PLAN

401k

Assets$6.2M
Participants371
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HARROGATE INC. EMPLOYEE BENEFITS PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$613K
Covered lives116
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HARROGATE EMPLOYEES ANNUITY PLAN401k$6.2M3712024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HARROGATE INC. EMPLOYEE BENEFITS PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$613K1162025
Retirement plans
Welfare plans
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