Form 5500 · Employee benefit plan · CHICAGO, IL
HARBOR CAPITAL ADVISORS, INC.
HARBOR CAPITAL ADVISORS, INC.'s employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is LOCKTON COMPANIES, LLC. Coverage is written through BLUECROSS BLUESHIELD OF ILLINOIS and 4 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 34-1953397 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| BLUECROSS BLUESHIELD OF ILLINOIS | Health | 512 | December | $153,567 |
| SUN LIFE ASSURANCE COMPANY OF CANADA | Life, Disability | 240 | December | $10,243 |
| METROPOLITAN LIFE INSURANCE COMPANY | Dental | 817 | December | $6,520 |
| VISION SERVICE PLAN | Vision | 215 | December | $1,172 |
| NATIONAL UNION FIRE INSURANCE COMPANY OF PITTSBURGH, PA | — | 241 | December | $173 |
Questions
Who is HARBOR CAPITAL ADVISORS, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, HARBOR CAPITAL ADVISORS, INC.'s broker of record is LOCKTON COMPANIES, LLC.
What insurance carrier does HARBOR CAPITAL ADVISORS, INC. use?
HARBOR CAPITAL ADVISORS, INC.'s benefit plan is written through BLUECROSS BLUESHIELD OF ILLINOIS, among 5 disclosed carriers.
When does HARBOR CAPITAL ADVISORS, INC.'s group plan renew?
The most recent Schedule A policy period for HARBOR CAPITAL ADVISORS, INC. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from HARBOR CAPITAL ADVISORS, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.