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  2. THE HARBOR HEALTH TEAM, INC.
Sponsor portfolio

THE HARBOR HEALTH TEAM, INC.

EIN 87-4283376-Latest filing 2025
Plans
2
Retirement
1
$3.7M assets
Welfare
1
$4.7M premiums
Participants
555
3908 AVENUE B, SUITE 204 - AUSTIN, TX 78751773-349-5062
Plans on this EIN
2 filings
#001401k-$3.7M - 264 part#501Fully Insured-$4.7M - 556 lives

Benefits portfolio analytics

1 plan / $4.7M premiums / 556 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.6M
  • Dental$4.6M
  • Prescription drug$4.6M
  • Life$118K
  • Short-term disability$118K
  • Other$118K
  • +1 more
Total $4.7M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
97%top
  • BLUE CROSS OF CALIFORNIA97%
  • PRINCIPAL LIFE INSURANCE COMPANY3%
  • DEARBORN LIFE INSURANCE COMPANY1%
Total $4.7M3 slices

Broker market share

Schedule A broker compensation

Split broker
98%top
  • CHRISTENSEN GROUP INC98%
  • ASSUREDPARTNERS2%
Total $223K2 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 HEALTH TEAM 401(K) PLAN

401k

Assets$3.7M
Participants264
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE HARBOR HEALTH TEAM, INC. BENEFIT PLAN

Fully Insured - BLUECROSS BLUESHIELD OF TEXAS

Premiums$4.7M
Covered lives556
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HARBOR HEALTH TEAM 401(K) PLAN401k$3.7M2642024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE HARBOR HEALTH TEAM, INC. BENEFIT PLANFully InsuredBLUECROSS BLUESHIELD OF TEXAS$4.7M5562025
Retirement plans
Welfare plans
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