401k Plan data: HARBOR INSURANCE GROUP, INC. RETIREMENT PLAN plan

HARBOR INSURANCE GROUP, INC. RETIREMENT PLAN 401k Plan overview

Plan Name	HARBOR INSURANCE GROUP, INC. RETIREMENT PLAN
Plan identification number	001

HARBOR INSURANCE GROUP, INC. RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

HARBOR INSURANCE GROUP, INC has sponsored the creation of one or more 401k plans.

Company Name: HARBOR INSURANCE GROUP, INC

Employer identification number (EIN): 593455568

NAIC Classification: 531310

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HARBOR INSURANCE GROUP, INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01 LARRY SACCO 2021-06-21
001 2019-01-01 LARRY SACCO 2020-02-10
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01 LARRY SACCO
001 2013-01-01 LARRY SACCO
001 2012-01-01 LARRY SACCO
001 2011-01-01 LARRY SACCO
001 2010-01-01 LARRY SACCO
001 2009-01-01 LARRY SACCO

Plan Statistics for HARBOR INSURANCE GROUP, INC. RETIREMENT PLAN

401k plan membership statisitcs for HARBOR INSURANCE GROUP, INC. RETIREMENT PLAN

Measure Date Value
2020: HARBOR INSURANCE GROUP, INC. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 11
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 1
Total of all active and inactive participants 2020-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 12
Number of participants with account balances 2020-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: HARBOR INSURANCE GROUP, INC. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 11
Number of retired or separated participants receiving benefits 2019-01-01 1
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 12
Number of participants with account balances 2019-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: HARBOR INSURANCE GROUP, INC. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 9
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 1
Total of all active and inactive participants 2018-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 10
Number of participants with account balances 2018-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: HARBOR INSURANCE GROUP, INC. RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 12
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 1
Total of all active and inactive participants 2017-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 13
Number of participants with account balances 2017-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: HARBOR INSURANCE GROUP, INC. RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 11
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 1
Total of all active and inactive participants 2016-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 12
Number of participants with account balances 2016-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: HARBOR INSURANCE GROUP, INC. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 10
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 2
Total of all active and inactive participants 2015-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 12
Number of participants with account balances 2015-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: HARBOR INSURANCE GROUP, INC. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 9
Number of retired or separated participants receiving benefits 2014-01-01 2
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 11
Number of participants with account balances 2014-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: HARBOR INSURANCE GROUP, INC. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 8
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 2
Total of all active and inactive participants 2013-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 10
Number of participants with account balances 2013-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: HARBOR INSURANCE GROUP, INC. RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 11
Number of retired or separated participants receiving benefits 2012-01-01 2
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 13
Number of participants with account balances 2012-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: HARBOR INSURANCE GROUP, INC. RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 11
Number of retired or separated participants receiving benefits 2011-01-01 3
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 14
Number of participants with account balances 2011-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: HARBOR INSURANCE GROUP, INC. RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 9
Number of retired or separated participants receiving benefits 2010-01-01 4
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 13
Number of participants with account balances 2010-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: HARBOR INSURANCE GROUP, INC. RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 9
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 3
Total of all active and inactive participants 2009-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 12
Number of participants with account balances 2009-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2020: HARBOR INSURANCE GROUP, INC. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	11
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	1
Total of all active and inactive participants	2020-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	12
Number of participants with account balances	2020-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: HARBOR INSURANCE GROUP, INC. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	11
Number of retired or separated participants receiving benefits	2019-01-01	1
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	12
Number of participants with account balances	2019-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: HARBOR INSURANCE GROUP, INC. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	9
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	1
Total of all active and inactive participants	2018-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	10
Number of participants with account balances	2018-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: HARBOR INSURANCE GROUP, INC. RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	12
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	1
Total of all active and inactive participants	2017-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	13
Number of participants with account balances	2017-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: HARBOR INSURANCE GROUP, INC. RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	11
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	1
Total of all active and inactive participants	2016-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	12
Number of participants with account balances	2016-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: HARBOR INSURANCE GROUP, INC. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	10
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	2
Total of all active and inactive participants	2015-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	12
Number of participants with account balances	2015-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: HARBOR INSURANCE GROUP, INC. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	9
Number of retired or separated participants receiving benefits	2014-01-01	2
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	11
Number of participants with account balances	2014-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: HARBOR INSURANCE GROUP, INC. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	8
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	2
Total of all active and inactive participants	2013-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	10
Number of participants with account balances	2013-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: HARBOR INSURANCE GROUP, INC. RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	11
Number of retired or separated participants receiving benefits	2012-01-01	2
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	13
Number of participants with account balances	2012-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: HARBOR INSURANCE GROUP, INC. RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	11
Number of retired or separated participants receiving benefits	2011-01-01	3
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	14
Number of participants with account balances	2011-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: HARBOR INSURANCE GROUP, INC. RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	9
Number of retired or separated participants receiving benefits	2010-01-01	4
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	13
Number of participants with account balances	2010-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: HARBOR INSURANCE GROUP, INC. RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	9
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	3
Total of all active and inactive participants	2009-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	12
Number of participants with account balances	2009-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on HARBOR INSURANCE GROUP, INC. RETIREMENT PLAN

Measure	Date	Value
2020 : HARBOR INSURANCE GROUP, INC. RETIREMENT PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$-283,778
Expenses. Total of all expenses incurred	2020-12-31	$812,075
Benefits paid (including direct rollovers)	2020-12-31	$811,705
Total plan assets at end of year	2020-12-31	$419,922
Total plan assets at beginning of year	2020-12-31	$1,515,775
Value of fidelity bond covering the plan	2020-12-31	$50,000
Total contributions received or receivable from participants	2020-12-31	$64,287
Other income received	2020-12-31	$-366,854
Net income (gross income less expenses)	2020-12-31	$-1,095,853
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$419,922
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$1,515,775
Assets. Value of participant loans	2020-12-31	$2,003
Total contributions received or receivable from employer(s)	2020-12-31	$18,789
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$370
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : HARBOR INSURANCE GROUP, INC. RETIREMENT PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$369,777
Expenses. Total of all expenses incurred	2019-12-31	$12,231
Total plan assets at end of year	2019-12-31	$1,515,775
Total plan assets at beginning of year	2019-12-31	$1,158,229
Value of fidelity bond covering the plan	2019-12-31	$50,000
Total contributions received or receivable from participants	2019-12-31	$51,576
Other income received	2019-12-31	$304,977
Net income (gross income less expenses)	2019-12-31	$357,546
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,515,775
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,158,229
Assets. Value of participant loans	2019-12-31	$3,068
Total contributions received or receivable from employer(s)	2019-12-31	$13,224
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$12,231
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : HARBOR INSURANCE GROUP, INC. RETIREMENT PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-21,346
Expenses. Total of all expenses incurred	2018-12-31	$10,859
Benefits paid (including direct rollovers)	2018-12-31	$593
Total plan assets at end of year	2018-12-31	$1,158,229
Total plan assets at beginning of year	2018-12-31	$1,190,434
Value of fidelity bond covering the plan	2018-12-31	$40,000
Total contributions received or receivable from participants	2018-12-31	$42,840
Other income received	2018-12-31	$-74,698
Net income (gross income less expenses)	2018-12-31	$-32,205
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,158,229
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,190,434
Assets. Value of participant loans	2018-12-31	$3,915
Total contributions received or receivable from employer(s)	2018-12-31	$10,512
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$10,266
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : HARBOR INSURANCE GROUP, INC. RETIREMENT PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$186,851
Expenses. Total of all expenses incurred	2017-12-31	$8,282
Total plan assets at end of year	2017-12-31	$1,190,434
Total plan assets at beginning of year	2017-12-31	$1,011,865
Value of fidelity bond covering the plan	2017-12-31	$40,000
Total contributions received or receivable from participants	2017-12-31	$27,900
Other income received	2017-12-31	$150,696
Net income (gross income less expenses)	2017-12-31	$178,569
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,190,434
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,011,865
Assets. Value of participant loans	2017-12-31	$354
Total contributions received or receivable from employer(s)	2017-12-31	$8,255
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$8,282
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : HARBOR INSURANCE GROUP, INC. RETIREMENT PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$341,916
Expenses. Total of all expenses incurred	2016-12-31	$10,022
Benefits paid (including direct rollovers)	2016-12-31	$908
Total plan assets at end of year	2016-12-31	$1,011,865
Total plan assets at beginning of year	2016-12-31	$679,971
Value of fidelity bond covering the plan	2016-12-31	$40,000
Total contributions received or receivable from participants	2016-12-31	$32,900
Other income received	2016-12-31	$300,996
Net income (gross income less expenses)	2016-12-31	$331,894
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,011,865
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$679,971
Assets. Value of participant loans	2016-12-31	$2,766
Total contributions received or receivable from employer(s)	2016-12-31	$8,020
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$9,114
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : HARBOR INSURANCE GROUP, INC. RETIREMENT PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$17,575
Expenses. Total of all expenses incurred	2015-12-31	$46,456
Benefits paid (including direct rollovers)	2015-12-31	$37,150
Total plan assets at end of year	2015-12-31	$679,971
Total plan assets at beginning of year	2015-12-31	$708,852
Value of fidelity bond covering the plan	2015-12-31	$40,000
Total contributions received or receivable from participants	2015-12-31	$28,185
Noncash contributions received	2015-12-31	$-17,647
Net income (gross income less expenses)	2015-12-31	$-28,881
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$679,971
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$708,852
Assets. Value of participant loans	2015-12-31	$5,000
Total contributions received or receivable from employer(s)	2015-12-31	$7,037
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$9,306
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : HARBOR INSURANCE GROUP, INC. RETIREMENT PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$73,441
Expenses. Total of all expenses incurred	2014-12-31	$8,405
Total plan assets at end of year	2014-12-31	$708,852
Total plan assets at beginning of year	2014-12-31	$643,816
Value of fidelity bond covering the plan	2014-12-31	$40,000
Total contributions received or receivable from participants	2014-12-31	$37,914
Other income received	2014-12-31	$25,333
Net income (gross income less expenses)	2014-12-31	$65,036
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$708,852
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$643,816
Assets. Value of participant loans	2014-12-31	$363
Total contributions received or receivable from employer(s)	2014-12-31	$10,194
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$8,405
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : HARBOR INSURANCE GROUP, INC. RETIREMENT PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$179,506
Expenses. Total of all expenses incurred	2013-12-31	$6,494
Total plan assets at end of year	2013-12-31	$643,816
Total plan assets at beginning of year	2013-12-31	$470,804
Value of fidelity bond covering the plan	2013-12-31	$40,000
Total contributions received or receivable from participants	2013-12-31	$39,320
Other income received	2013-12-31	$129,554
Net income (gross income less expenses)	2013-12-31	$173,012
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$643,816
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$470,804
Assets. Value of participant loans	2013-12-31	$1,960
Total contributions received or receivable from employer(s)	2013-12-31	$10,632
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$6,494
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : HARBOR INSURANCE GROUP, INC. RETIREMENT PLAN 2012 401k financial data
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$109,603
Expenses. Total of all expenses incurred	2012-12-31	$4,895
Benefits paid (including direct rollovers)	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$470,804
Total plan assets at beginning of year	2012-12-31	$366,096
Value of fidelity bond covering the plan	2012-12-31	$40,000
Total contributions received or receivable from participants	2012-12-31	$39,335
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Other income received	2012-12-31	$60,565
Net income (gross income less expenses)	2012-12-31	$104,708
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$470,804
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$366,096
Assets. Value of participant loans	2012-12-31	$613
Total contributions received or receivable from employer(s)	2012-12-31	$9,703
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$4,895
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : HARBOR INSURANCE GROUP, INC. RETIREMENT PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$2,831
Expenses. Total of all expenses incurred	2011-12-31	$5,035
Benefits paid (including direct rollovers)	2011-12-31	$637
Total plan assets at end of year	2011-12-31	$366,096
Total plan assets at beginning of year	2011-12-31	$368,300
Value of fidelity bond covering the plan	2011-12-31	$40,000
Total contributions received or receivable from participants	2011-12-31	$37,335
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-44,471
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$-2,204
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$366,096
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$368,300
Assets. Value of participant loans	2011-12-31	$1,512
Total contributions received or receivable from employer(s)	2011-12-31	$9,967
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$4,398
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : HARBOR INSURANCE GROUP, INC. RETIREMENT PLAN 2010 401k financial data
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$99,922
Expenses. Total of all expenses incurred	2010-12-31	$20,659
Benefits paid (including direct rollovers)	2010-12-31	$17,159
Total plan assets at end of year	2010-12-31	$368,300
Total plan assets at beginning of year	2010-12-31	$289,037
Value of fidelity bond covering the plan	2010-12-31	$40,000
Total contributions received or receivable from participants	2010-12-31	$42,703
Other income received	2010-12-31	$48,879
Net income (gross income less expenses)	2010-12-31	$79,263
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$368,300
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$289,037
Assets. Value of participant loans	2010-12-31	$2,300
Total contributions received or receivable from employer(s)	2010-12-31	$8,340
Value of certain deemed distributions of participant loans	2010-12-31	$3,500
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : HARBOR INSURANCE GROUP, INC. RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for HARBOR INSURANCE GROUP, INC. RETIREMENT PLAN

2020: HARBOR INSURANCE GROUP, INC. RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: HARBOR INSURANCE GROUP, INC. RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: HARBOR INSURANCE GROUP, INC. RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: HARBOR INSURANCE GROUP, INC. RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: HARBOR INSURANCE GROUP, INC. RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: HARBOR INSURANCE GROUP, INC. RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: HARBOR INSURANCE GROUP, INC. RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: HARBOR INSURANCE GROUP, INC. RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: HARBOR INSURANCE GROUP, INC. RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: HARBOR INSURANCE GROUP, INC. RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: HARBOR INSURANCE GROUP, INC. RETIREMENT PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: HARBOR INSURANCE GROUP, INC. RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

RIVERSOURCE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65005 )

Policy contract number

12557478

Policy instance

Insurance contract or identification number	12557478
Number of Individuals Covered	1
Insurance policy start date	2016-01-01
Insurance policy end date	2016-12-31
Total amount of commissions paid to insurance broker	USD $2,240
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,240
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	N/A
Insurance broker organization code?	3
Insurance broker name	RAYMOND BOURQUE

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Company Name:	HARBOR INSURANCE GROUP, INC
Employer identification number (EIN):	593455568
NAIC Classification:	531310

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01	LARRY SACCO	2021-06-21
001	2019-01-01	LARRY SACCO	2020-02-10
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01	LARRY SACCO
001	2013-01-01	LARRY SACCO
001	2012-01-01	LARRY SACCO
001	2011-01-01	LARRY SACCO
001	2010-01-01	LARRY SACCO
001	2009-01-01	LARRY SACCO