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Sponsor portfolio

EBP HARBOR GROUP INC

EIN 42-1492435-Latest filing 2025
Plans
2
Retirement
1
$141.5M assets
Welfare
1
$15.7M premiums
Participants
3,740
1400 7TH AVE NE - SIOUX CENTER, IA 51250712-722-1662
Plans on this EIN
2 filings
#001401k-$141.5M - 1,885 part#501Fully Insured-$15.7M - 1,624 lives

Benefits portfolio analytics

1 plan / $15.7M premiums / 1,624 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$13.8M
  • Stop-loss$13.5M
  • Dental$827K
  • Life$344K
  • Short-term disability$304K
  • Vision$289K
  • +2 more
Total $15.7M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • BLUE CROSS OF CALIFORNIA86%
  • DELTA DENTAL OF CALIFORNIA5%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY5%
  • VISION SERVICE PLAN2%
  • AMERICAN HERITAGE LIFE INSURANCE COMPANY1%
Total $15.7M5 slices

Broker market share

Schedule A broker compensation

Split broker
48%top
  • ALKEME INSURANCE SERVICES INC48%
  • MARSH & MCLENNAN AGENCY LLC45%
  • KEELER & ASSOCIATES5%
  • TRION GROUP, INC.2%
  • ANTHONY C BUECHLER0%
Total $55K5 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

HARBOR GROUP INC. 401(K) PLAN

401k

Assets$141.5M
Participants1,885
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HARBOR GROUP COMPREHENSIVE HEALTH & WELFARE BENEFIT PLAN

Fully Insured - WELLMARK HEALTH PLAN OF IOWA, INC.

Premiums$15.7M
Covered lives1,624
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HARBOR GROUP INC. 401(K) PLAN401k$141.5M1,8852024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HARBOR GROUP COMPREHENSIVE HEALTH & WELFARE BENEFIT PLANFully InsuredWELLMARK HEALTH PLAN OF IOWA, INC.$15.7M1,6242025
Retirement plans
Welfare plans
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