Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
HARBOR LINX, INC.
EIN 27-1587216ConstructionLatest filing 2024
Plans
3
Retirement
2
$321.0M assets
Welfare
1
$1.7M premiums
Participants
576
2810 HARBOR BAY PARKWAY, SUITE B - ALAMEDA, CA 94502510-632-7676harborlinks.comLinkedIn1-10 employees
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $321.0M assets / 426 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.7M premiums / 362 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.6M
- Other$123K
- Short-term disability$79K
- Long-term disability$79K
- Dental$41K
- Vision$41K
Carrier market share
Premium dollars by Schedule A carrier
93%top
- KAISER FOUNDATION HEALTH PLAN INC93%
- UNITED OF OMAHA LIFE INSURANCE COMPANY5%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA2%
- FIDELITY SECURITY LIFE INSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
90%top
- PROGRESSIVE BENEFIT GROUP90%
- GROUP BENEFITS LTD6%
- ACRISURE LLC3%
- BRIAN W PATTEN2%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
HARBOR LINX, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$282.5M
Participants175
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
HARBOR LINX, INC. 401K PLAN
401k
Assets$38.5M
Participants251
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
HARBOR LINX,INC WELFARE BENEFIT PLAN
Mixed - KAISER FOUNDATION HEALTH PLAN INC
Premiums$1.7M
Covered lives362
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | HARBOR LINX, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $282.5M | 175 | 2024 | |
| 001 | HARBOR LINX, INC. 401K PLAN | 401k | $38.5M | 251 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | HARBOR LINX,INC WELFARE BENEFIT PLAN | Mixed | KAISER FOUNDATION HEALTH PLAN INC | $1.7M | 362 | 2024 |
Retirement plans
Welfare plans