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  2. HARMON CITY, INC.
Sponsor portfolio

HARMON CITY, INC.

EIN 87-0230875-Retail Trade-Latest filing 2024
Plans
2
Retirement
1
$97.8M assets
Welfare
1
$2.0M premiums
Participants
10,172
3540 SOUTH 4000 WEST, STE 500 - WEST VALLEY, UT 84120801-957-8488
Plans on this EIN
2 filings
#001401k-$97.8M - 6,501 part#501Fully Insured-$2.0M - 3,128 lives

Benefits portfolio analytics

1 plan / $2.0M premiums / 3,128 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$1.1M
  • Life$752K
  • Long-term disability$547K
  • Short-term disability$474K
  • Other$278K
  • Vision$80K
Total $2.0M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
58%top
  • BERKLEY LIFE AND HEALTH INSURANCE COMPANY58%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA38%
  • TOWN & COUNTRY LIFE INSURANCE COMPANY4%
  • EDUCATORS MUTUAL PLANS LIFE, ACCIDENT AND HEALTH, INC0%
  • UNIVERSITY OF UTAH HEALTH PLANS0%
Total $2.0M5 slices

Broker market share

Schedule A broker compensation

Split broker
76%top
  • MORETON & COMPANY76%
  • PROFESSIONAL GROUP PLANS INC24%
  • ASSUREX0%
  • BENEFIT ADMINISTRATION SOLUTIONS0%
  • BERKLEY LIFE & HEALTH INS CO0%
Total $143K5 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

HARMON CITY, INC. 401(K) RETIREMENT SAVINGS PLAN

401k

Assets$97.8M
Participants6,501
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HARMONS EMPLOYEE WELFARE BENEFIT TRUST

Fully Insured - BERKLEY LIFE & HEALTH INSURANCE COMPANY

Premiums$2.0M
Covered lives3,128
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HARMON CITY, INC. 401(K) RETIREMENT SAVINGS PLAN401k$97.8M6,5012024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HARMONS EMPLOYEE WELFARE BENEFIT TRUSTFully InsuredBERKLEY LIFE & HEALTH INSURANCE COMPANY$2.0M3,1282024
Retirement plans
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