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Sponsor portfolioWelfare / HealthEIN 04-3585453
HARBOR RETIREMENT ASSOCIATES, LLC
700 BEACHLAND BOULEVARD · VERO BEACH, FL 32963
7724925002
- Plans filed
- 1
- Years active
- 2016–2025
- Industry
- NAICS 62
- Latest filing
- 2025
Total premiums (latest)
$567K
No prior year
Persons covered
3,988
No prior year
Total participants
942
No prior year
Plans filed
1
No prior year
Plans under this sponsor
1 plan
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Other | $289K | 17.8% | |
| Dental | $278K | 17.1% | |
| Vision | $278K | 17.1% | |
| Life | $262K | 16.0% | |
| Short-term disability | $262K | 16.0% | |
| Long-term disability | $262K | 16.0% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 362739571 | DVLSTDLTDOth | $540K | 95.1% | 1 | 2 | 3,988 |
EIN 331206383 | Oth | $28K | 4.9% | 1 | 1 | 1,800 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| MCGRIFF INSURANCE SERVICES INC | SAINT PETERSBURG, FL | UNITEDHEALTHCARE INSURANCE COMPANY | $44K | $0 | $44K | 75.8% | 1 |
| BB&T INSURANCE SERVICES, INC. | GREENSBORO, NC | UNITEDHEALTHCARE INSURANCE COMPANY | $0 | $14K | $14K | 24.2% | 1 |
History & trajectory
10 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