2023 Form 5500 filing — Harbor Group Comprehensive Health & Welfare Benefit Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20250616162128NAL0000588867002) for Harbor Group Comprehensive Health & Welfare Benefit Plan, reported by Harbor Group Inc under EIN 42-1492435 and plan number 501. It reports 1,121 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250616162128NAL0000588867002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Harbor Group Inc
- EIN
- 42-1492435
- Plan number
- 501
- Location
- Sioux Center, IA
- Participants
- 1,121
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,847,073
- Total liabilities (EOY)
- $6,970,703
- Net assets (EOY)
- -$3,123,630
- Employer contributions
- $10,453,959
- Participant contributions
- $3,964,658
- Total income / additions
- $14,448,922
- Benefits paid
- $15,230,819
- Administrative expenses
- $904,579
- Total expenses
- $16,135,398
- Net increase / (decrease)
- -$1,686,476
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wellmark Blue Cross And Blue Sheild | INSURANCE PROVIDER | $757,290 | not reported in the loaded dataset |
| Delta Dental Of Iowa | INSURANCE PROVIDER | $78,613 | not reported in the loaded dataset |
| Marsh & Mclennan Agency | INSURANCE BROKER | $55,473 | not reported in the loaded dataset |
| Discovery Benefits, LLC | COBRA ADMINISTRATOR | $7,047 | not reported in the loaded dataset |