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  2. HARBOR EMPLOYEES, LLC
Sponsor portfolio

HARBOR EMPLOYEES, LLC

EIN 92-0678860-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
1
$63.6M assets
Welfare
1
$6.2M premiums
Participants
1,066
1000 BRICKELL AVE, SUITE 715 #1837 - MIAMI, FL 33131312-201-8400
Plans on this EIN
2 filings
#001401k-$63.6M - 642 part#501Fully Insured-$6.2M - 674 lives

Benefits portfolio analytics

1 plan / $6.2M premiums / 674 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$5.5M
  • Dental$260K
  • Other$160K
  • Long-term disability$110K
  • Short-term disability$105K
  • Life$87K
  • +1 more
Total $6.2M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • BLUE CROSS OF CALIFORNIA89%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA5%
  • SUN LIFE ASSURANCE COMPANY OF CANADA4%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA1%
  • VISION SERVICE PLAN1%
  • +1 more
Total $6.2M6 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • CREATIVE BENEFITS, INC.100%
  • ITEM III TRUST U/W DAVID A SAVULA0%
  • CAROL PURDY FIELDS0%
Total $75K3 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 401(K) PLAN

401k

Assets$63.6M
Participants642
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HARBOR EMPLOYEES, LLC EMPLOYEE BENEFITS PLAN

Fully Insured - BLUECROSS BLUESHIELD OF ILLINOIS

Premiums$6.2M
Covered lives674
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HARBOR 401(K) PLAN401k$63.6M6422025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HARBOR EMPLOYEES, LLC EMPLOYEE BENEFITS PLANFully InsuredBLUECROSS BLUESHIELD OF ILLINOIS$6.2M6742025
Retirement plans
Welfare plans
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