Plan Ledger DOL Form 5500 · updated monthly

Harbor Group Incbenefits

Harbor Group Comprehensive Health & Welfare Benefit Plan · SIOUX CENTER, IA · plan year 2023

Broker compensation reported · 2023
$90,861

Harbor Group Inc's benefits plan covered 1,403 active participants in 2023, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance brokers and agents were paid $90,861 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $65 per covered person, in the bottom quarter of employer plans that report broker pay.

Insurance contracts · 20237
WELLMARK HEALTH PLAN OF IOWA, INC. · health stop-losspremiums n/a · 1,213 covered
VISION SERVICE PLAN · visionpremiums n/a · 967 covered
AMERICAN HERITAGE LIFE INSURANCE COMPANY · healthpremiums n/a · 595 covered
DELTA DENTAL OF IOWA · dentalpremiums n/a · 1,228 covered
LINCOLN NATIONAL LIFE INSURANCE COMPANY · lifepremiums n/a · 1,496 covered
LINCOLN NATIONAL LIFE INSURANCE COMPANY · ltdpremiums n/a · 1,496 covered
LINCOLN NATIONAL LIFE INSURANCE COMPANY · stdpremiums n/a · 1,496 covered
Brokers & agents paid · 20235
MARSH & MCLENNAN AGENCY$67,043 · incl $51,936 fees
KEELER & ASSOCIATES$19,010
SHAWN J KEELER$3,744
TRION GROUP$1,008 · incl $1,008 fees
Individual agent · names withheld$56

Individual agents paid under $1,000 on this filing are shown as a total. The amounts are as filed; only the personal names are withheld.

Also brokered by Marsh McLennan Agency5
Sanford ND$2,648,319

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Source: DOL Form 5500 Schedule A, plan year 2023, EIN 421492435 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.