Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.3M
- Dental$3.3M
- Prescription drug$3.3M
- Long-term disability$70K
- Life$54K
- Vision$20K
- +1 more
Sponsor portfolio
HARBERT MANAGEMENT CORPORATION
EIN 63-1105435investment managementLatest filing 2025
Plans
6
Retirement
1
$108.7M assets
Welfare
5
$3.6M premiums
Participants
1,380
2100 3RD AVENUE NORTH, SUITE 600 - BIRMINGHAM, AL 35203205-987-5500harbert.netLinkedIn51-200 employeesinvestment management
Benefits portfolio analytics
5 plans / $3.6M premiums / 1,394 covered livesCarrier market share
Premium dollars by Schedule A carrier
96%top
- BLUE CROSS OF CALIFORNIA96%
- LIFE INSURANCE COMPANY OF NORTH AMERICA4%
- VISION SERVICE PLAN1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
HARBERT RETIREMENT PLAN
401k
Assets$108.7M
Participants318
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
HARBERT MANAGEMENT CORPORATION HEALTH & DENTAL PLAN
Fully Insured - BLUE CROSS AND BLUE SHIELD OF ALABAMA
Premiums$3.4M
Covered lives530
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
HARBERT LONG TERM DISABILITY PLAN
Fully Insured - LIFE INSURANCE COMPANY OF NORTH AMERICA
Premiums$71K
Covered lives234
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504
HARBERT BASIC AND VOLUNTARY LIFE PLAN
Fully Insured - LIFE INSURANCE COMPANY OF NORTH AMERICA
Premiums$54K
Covered lives238
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#507
HARBERT MANAGEMENT CORPORATION VISION PLAN
Fully Insured - VISION SERVICE PLAN
Premiums$22K
Covered lives154
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
HARBERT BASIC AND VOLUNTARY ACCIDENTAL DEATH & DISMEMBERMENT PLAN
Fully Insured - LIFE INSURANCE COMPANY OF NORTH AMERICA
Premiums$10K
Covered lives238
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | HARBERT RETIREMENT PLAN | 401k | $108.7M | 318 | 2024 |
Welfare plans5
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | HARBERT MANAGEMENT CORPORATION HEALTH & DENTAL PLAN | Fully Insured | BLUE CROSS AND BLUE SHIELD OF ALABAMA | $3.4M | 530 | 2025 | |
| 503 | HARBERT LONG TERM DISABILITY PLAN | Fully Insured | LIFE INSURANCE COMPANY OF NORTH AMERICA | $71K | 234 | 2025 | |
| 504 | HARBERT BASIC AND VOLUNTARY LIFE PLAN | Fully Insured | LIFE INSURANCE COMPANY OF NORTH AMERICA | $54K | 238 | 2025 | |
| 507 | HARBERT MANAGEMENT CORPORATION VISION PLAN | Fully Insured | VISION SERVICE PLAN | $22K | 154 | 2025 | |
| 502 | HARBERT BASIC AND VOLUNTARY ACCIDENTAL DEATH & DISMEMBERMENT PLAN | Fully Insured | LIFE INSURANCE COMPANY OF NORTH AMERICA | $10K | 238 | 2025 |
Retirement plans
Welfare plans