Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$4.0M
- Prescription drug$4.0M
- Dental$298K
- Other$184K
- Life$182K
- Long-term disability$182K
- +1 more
Sponsor portfolio
HARBOR CAPITAL ADVISORS, INC.
EIN 34-1953397financial servicesLatest filing 2024
Plans
2
Retirement
1
$96.0M assets
Welfare
1
$4.5M premiums
Participants
576
111 S WACKER DRIVE, 34TH FLOOR - CHICAGO, IL 60606312-443-4400harborcapital.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $4.5M premiums / 817 covered livesCarrier market share
Premium dollars by Schedule A carrier
89%top
- BLUE CROSS OF CALIFORNIA89%
- METROPOLITAN LIFE INSURANCE COMPANY7%
- SUN LIFE ASSURANCE COMPANY OF CANADA4%
- VISION SERVICE PLAN0%
- NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA0%
Broker market share
Schedule A broker compensation
100%top
- LOCKTON COMPANIES, LLC100%
- HARBOR CAPITAL ADVISORS0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
HARBOR CAPITAL ADVISORS, INC. 401(K) PLAN
401k
Assets$96.0M
Participants330
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
HARBOR CAPITAL WELFARE BENEFIT PLAN
Mixed - BLUECROSS BLUESHIELD OF ILLINOIS
Premiums$4.5M
Covered lives817
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HARBOR CAPITAL ADVISORS, INC. 401(K) PLAN | 401k | $96.0M | 330 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | HARBOR CAPITAL WELFARE BENEFIT PLAN | Mixed | BLUECROSS BLUESHIELD OF ILLINOIS | $4.5M | 817 | 2024 |
Retirement plans
Welfare plans