Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
HARKEN, INC.
EIN 39-1086764maritimeLatest filing 2025
Plans
3
Retirement
2
$57.3M assets
Welfare
1
$222K premiums
Participants
884
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $57.3M assets / 702 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $222K premiums / 286 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$107K
- Life$56K
- Other$36K
- Long-term disability$32K
- Vision$16K
Carrier market share
Premium dollars by Schedule A carrier
48%top
- DELTA DENTAL OF CALIFORNIA48%
- RELIANCE STANDARD LIFE INSURANCE COMPANY40%
- VISION SERVICE PLAN7%
- EMPATHIA, INC.2%
- LIFE INSURANCE COMPANY OF NORTH AMERICA2%
Broker market share
Schedule A broker compensation
72%top
- WILLIS TOWERS WATSON US LLC72%
- THE PLEXUS GROUPE LLC28%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
HARKEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$29.9M
Participants243
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
HARKEN, INC. 401(K) SAVINGS PLAN
401k
Assets$27.4M
Participants459
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
HARKEN, INC. WELFARE BENEFIT PLAN
Mixed - DELTA DENTAL OF WISCONSIN
Premiums$222K
Covered lives286
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | HARKEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $29.9M | 243 | 2025 | |
| 001 | HARKEN, INC. 401(K) SAVINGS PLAN | 401k | $27.4M | 459 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | HARKEN, INC. WELFARE BENEFIT PLAN | Mixed | DELTA DENTAL OF WISCONSIN | $222K | 286 | 2025 |
Retirement plans
Welfare plans