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Sponsor portfolioWelfare / HealthEIN 04-1123040

HARBORONE BANK

770 OAK STREET · BROCKTON, MA 02301
5088951337
Plans filed
2
Years active
2015–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$329K
No prior year
Persons covered
423
No prior year
Total participants
0
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #505$1.1M
COASTWAY COMMUNITY BANK WELFARE PLAN
Fully insured140 covered·3 carriers
Primary: BLUE CROSS AND BLUE SHIELD OF RHODE ISLAND
Plan #508$329K
HARBORONE BANK WELFARE BENEFIT PLAN
Mixed423 covered·3 carriers
Primary: THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$295K27.1%
Life$254K23.3%
Short-term disability$254K23.3%
Long-term disability$254K23.3%
Vision$33K3.1%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
PRUDENTIAL INSURANCE COMPANY OF AMERICA
EIN 221211670
LSTDLTDOth
$254K77.1%11423
RELIASTAR LIFE INSURANCE COMPANY
EIN 410451140
Oth
$42K12.7%11188
VISION SERVICE PLAN
EIN 061227840
V
$33K10.2%11263

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MERCER HEALTH AND BENEFITS, LLCCHICAGO, ILVISION SERVICE PLAN, RELIASTAR LIFE INSURANCE COMPANY, THE PRUDENTIAL INSURANCE COMPANY OF AMERICA$56K$4K$59K100.0%1

History & trajectory

11 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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