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  2. HARBOR RAIL SERVICES OF CALIFORNIA, INC.
Sponsor portfolio

HARBOR RAIL SERVICES OF CALIFORNIA, INC.

EIN 95-4608228-transportation/trucking/railroad-Latest filing 2025
Plans
3
Retirement
2
$8.7M assets
Welfare
1
$198K premiums
Participants
929
1550 W. COLORADO BOULEVARD - PASADENA, CA 91105626-398-4065harborservices.comLinkedIn201-500 employeestransportation/trucking/railroad
Plans on this EIN
3 filings
#001401k-$6.4M - 435 part#004TraditionalDB-$2.4M - 50 part#501Mixed-$198K - 444 lives

Retirement portfolio analytics

2 plans aggregated / $8.7M assets / 485 participants

Assets by plan

Share of aggregate retirement assets

73%top
  • AND PS PLAN (#001)73%
  • INC. RETIREMENT PLAN (#004)27%
Total $8.7MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
73%top
  • LPL FINANCIAL73%
  • (Not disclosed)27%
Total $8.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • AND PS PLAN (#001)435
  • INC. RETIREMENT PLAN (#004)50
Total 485Click row to drill in

Benefits portfolio analytics

1 plan / $198K premiums / 444 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$92K
  • Life$60K
  • Vision$29K
  • Other$18K
Total $198K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
54%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY54%
  • ANTHEM LIFE INSURANCE COMPANY30%
  • EYEMED VISION CARE15%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA1%
Total $198K4 slices

Broker market share

Schedule A broker compensation

Split broker
97%top
  • SALLY COKER97%
  • HUB INTERNATIONAL MIDWEST LIMITED2%
  • IMA, INC.1%
  • MCCAREY INC0%
  • BRIAN COHEN0%
  • +3 more
Total $18K8 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 RAIL SERVICES OF CA., INC. 401(K) AND PS PLAN

401k

Assets$6.4M
Participants435
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

HARBOR RAIL SERVICES OF CALIFORNIA, INC. RETIREMENT PLAN

TraditionalDB

Assets$2.4M
Participants50
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HARBOR RAIL SERVICES OF CALIFORNIA EMPLOYEE BENEFIT PLAN

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (CIGNA)

Premiums$198K
Covered lives444
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001HARBOR RAIL SERVICES OF CA., INC. 401(K) AND PS PLAN401k$6.4M4352024
004HARBOR RAIL SERVICES OF CALIFORNIA, INC. RETIREMENT PLANTraditionalDB$2.4M502025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HARBOR RAIL SERVICES OF CALIFORNIA EMPLOYEE BENEFIT PLANMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (CIGNA)$198K4442025
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