Harbor Group Comprehensive Health & Welfare Benefit Plan — Form 5500 plan (Harbor Group Inc)
Plain-English plan 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, Harbor Group Comprehensive Health & Welfare Benefit Plan is a benefit plan reported by Harbor Group Inc under EIN 42-1492435 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,121 participants and $3,847,073 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Harbor Group Inc
- EIN
- 42-1492435
- Plan number
- 501
- Plan type
- 2
- Location
- Sioux Center, IA
- Latest filing year
- 2023
- Participants
- 1,121
- End-of-year plan assets
- $3,847,073
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,121 | H, C | 20250616162128NAL0000588867002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,847,073
- Total liabilities (EOY)
- $6,970,703
- Net assets (EOY)
- -$3,123,630
- Net assets (BOY)
- -$1,437,154
Income & contributions
- Employer contributions
- $10,453,959
- Participant contributions
- $3,964,658
- Total contributions
- $14,418,617
- Total income / additions
- $14,448,922
Expenses & distributions
- Benefits paid
- $15,230,819
- Administrative expenses
- $904,579
- Total expenses
- $16,135,398
- Net increase / (decrease)
- -$1,686,476
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wellmark Blue Cross And Blue Sheild | INSURANCE PROVIDER | $757,290 | not reported in the loaded dataset | 2023 |
| Delta Dental Of Iowa | INSURANCE PROVIDER | $78,613 | not reported in the loaded dataset | 2023 |
| Marsh & Mclennan Agency | INSURANCE BROKER | $55,473 | not reported in the loaded dataset | 2023 |
| Discovery Benefits, LLC | COBRA ADMINISTRATOR | $7,047 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Harbor Group Inc
- 2023 Form 5500 filing
- Form 5500 filings in IA
- 401(k) and benefit plan filings in Sioux Center, IA
- Wellmark Blue Cross And Blue Sheild — Schedule C compensation
- Delta Dental Of Iowa — Schedule C compensation
- Marsh & Mclennan Agency — Schedule C compensation
- Discovery Benefits, LLC — Schedule C compensation