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Sponsor portfolio

HARBINGER GROUP, LLC

EIN 27-3336423-Latest filing 2025
Plans
2
Retirement
1
$8.7M assets
Welfare
1
$148K premiums
Participants
741
9777 BLUE LARKSPUR LANE, SUITE 102 - MONTEREY, CA 93940831-789-8900
Plans on this EIN
2 filings
#001401k-$8.7M - 620 part#501Fully Insured-$148K - 249 lives

Benefits portfolio analytics

1 plan / $148K premiums / 249 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$99K
  • Vision$27K
  • Life$22K
  • Other$22K
Total $148K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
67%top
  • PREMIER ACCESS INSURANCE COMPANY67%
  • VISION SERVICE PLAN18%
  • PRINCIPAL LIFE INSURANCE COMPANY15%
Total $148K3 slices

Broker market share

Schedule A broker compensation

Split broker
92%top
  • NIKSSARIAN INSURANCE SERVICES, INC.92%
  • ASSUREDPARTNERS8%
  • EMERSON REID LLC1%
Total $16K3 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

HARBINGER 401(K) PLAN AND TRUST

401k

Assets$8.7M
Participants620
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HARBINGER GROUP, LLC DBA MISIONERO HEALTH & WELFARE BENEFIT PLAN

Fully Insured - PREMIER ACCESS INSURANCE COMPANY

Premiums$148K
Covered lives249
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HARBINGER 401(K) PLAN AND TRUST401k$8.7M6202024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HARBINGER GROUP, LLC DBA MISIONERO HEALTH & WELFARE BENEFIT PLANFully InsuredPREMIER ACCESS INSURANCE COMPANY$148K2492025
Retirement plans
Welfare plans
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