Form 5500 · Employee benefit plan · VERO BEACH, FL
HARBOR RETIREMENT ASSOCIATES, LLC
HARBOR RETIREMENT ASSOCIATES, LLC of VERO BEACH, FL files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is MCGRIFF INSURANCE SERVICES INC. Coverage is written through UNITEDHEALTHCARE INSURANCE COMPANY and 2 other carriers. The plan's most recent policy period ended in August.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 04-3585453 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| UNITEDHEALTHCARE INSURANCE COMPANY | Life, Disability | 1,038 | August | $30,049 |
| UNITEDHEALTHCARE INSURANCE COMPANY | Dental, Vision | 3,988 | August | $13,902 |
| CURALINC HEALTHCARE | — | 1,800 | August | $0 |
Questions
Who is HARBOR RETIREMENT ASSOCIATES, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, HARBOR RETIREMENT ASSOCIATES, LLC's broker of record is MCGRIFF INSURANCE SERVICES INC.
What insurance carrier does HARBOR RETIREMENT ASSOCIATES, LLC use?
HARBOR RETIREMENT ASSOCIATES, LLC's benefit plan is written through UNITEDHEALTHCARE INSURANCE COMPANY, among 3 disclosed carriers.
When does HARBOR RETIREMENT ASSOCIATES, LLC's group plan renew?
The most recent Schedule A policy period for HARBOR RETIREMENT ASSOCIATES, LLC ended in August. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from HARBOR RETIREMENT ASSOCIATES, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.