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Sponsor portfolio

HARMONY HEALTHCARE IT

EIN 32-0157950-Latest filing 2025
Plans
2
Retirement
1
$8.8M assets
Welfare
1
$3.2M premiums
Participants
413
3454 DOUGLAS RD. STE. 300 - SOUTH BEND, IN 46660800-781-1044
Plans on this EIN
2 filings
#002401k-$8.8M - 195 part#510Fully Insured-$3.2M - 395 lives

Benefits portfolio analytics

1 plan / $3.2M premiums / 395 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.9M
  • Dental$171K
  • Vision$171K
  • Other$162K
  • Life$126K
  • Short-term disability$89K
  • +1 more
Total $3.2M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • ANTHEM LIFE INSURANCE COMPANY90%
  • STARMOUNT LIFE INSURANCE COMPANY5%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA5%
Total $3.2M3 slices

Broker market share

Schedule A broker compensation

Split broker
59%top
  • MARSH & MCLENNAN AGENCY LLC59%
  • USI INSURANCE SERVICES LLC41%
Total $133K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

HARMONY HEALTHCARE IT 401K PLAN

401k

Assets$8.8M
Participants195
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

HARMONY HEALTHCARE IT GROUP WRAP PLAN

Fully Insured - ANTHEM INSURANCE COMPANIES, INC

Premiums$3.2M
Covered lives395
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002HARMONY HEALTHCARE IT 401K PLAN401k$8.8M1952024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
510HARMONY HEALTHCARE IT GROUP WRAP PLANFully InsuredANTHEM INSURANCE COMPANIES, INC$3.2M3952025
Retirement plans
Welfare plans
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