Civic Intelligence

Harbert Management Corporation

Plan context: Harbert Retirement Plan

EIN 63-1105435 • Birmingham, AL • 108 filings • 16 plans

2100 3rd Ave N Ste 600Birmingham, AL 35203-3416
Current Snapshot

Latest Year

2024

2024 Participants

238

2024 Assets

$108,667,475

2024 Contributions

$4,617,991

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$108,667,475$54,333,738$0200620152024YearValue
$108,667,475Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

2751380200520152024YearValue
238Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
20246238$108,667,475$4,617,991$19,403iApproximate average salary by contribution assumption: employee only about $485,083 at 4% or $323,389 at 6%; with 50% employer match about $323,389 at 4% or $215,592 at 6%; with 100% employer match about $242,542 at 4% or $161,694 at 6%.
Harbert Retirement Plan-227$108,667,475$4,617,991$20,344iApproximate average salary by contribution assumption: employee only about $508,589 at 4% or $339,060 at 6%; with 50% employer match about $339,060 at 4% or $226,040 at 6%; with 100% employer match about $254,295 at 4% or $169,530 at 6%.
Harbert Management Corporation Health & Dental Plan-198---
Harbert Voluntary Life & Accidental Death & Dismemberment Plan-238---
Harbert Long-Term Disability Plan-234---
Harbert Life & Accidental Death & Dismemberment Plan-238---
Harbert Management Corporation Vision Plan-154---
20236251$97,414,340$4,620,187$18,407iApproximate average salary by contribution assumption: employee only about $460,178 at 4% or $306,785 at 6%; with 50% employer match about $306,785 at 4% or $204,524 at 6%; with 100% employer match about $230,089 at 4% or $153,393 at 6%.
Harbert Retirement Plan-238$97,414,340$4,620,187$19,413iApproximate average salary by contribution assumption: employee only about $485,314 at 4% or $323,543 at 6%; with 50% employer match about $323,543 at 4% or $215,695 at 6%; with 100% employer match about $242,657 at 4% or $161,771 at 6%.
Harbert Management Corporation Health & Dental Plan-196---
Harbert Voluntary Life & Accidental Death & Dismemberment Plan-251---
Harbert Long-Term Disability Plan-241---
Harbert Life & Accidental Death & Dismemberment Plan-251---
Harbert Management Corporation Vision Plan-161---
20226247$80,887,168$5,007,081$20,272iApproximate average salary by contribution assumption: employee only about $506,790 at 4% or $337,860 at 6%; with 50% employer match about $337,860 at 4% or $225,240 at 6%; with 100% employer match about $253,395 at 4% or $168,930 at 6%.
Harbert Retirement Plan-236$80,887,168$5,007,081$21,216iApproximate average salary by contribution assumption: employee only about $530,411 at 4% or $353,607 at 6%; with 50% employer match about $353,607 at 4% or $235,738 at 6%; with 100% employer match about $265,206 at 4% or $176,804 at 6%.
Harbert Voluntary Life & Accidental Death & Dismemberment Plan-247---
Harbert Long-Term Disability Plan-237---
Harbert Life & Accidental Death & Dismemberment Plan-247---
Harbert Management Corporation Vision Plan-155---
Harbert Management Corporation Health & Dental Plan-204---
20216244$100,811,007$4,355,597$17,851iApproximate average salary by contribution assumption: employee only about $446,270 at 4% or $297,513 at 6%; with 50% employer match about $297,513 at 4% or $198,342 at 6%; with 100% employer match about $223,135 at 4% or $148,757 at 6%.
Harbert Retirement Plan-227$100,811,007$4,355,597$19,188iApproximate average salary by contribution assumption: employee only about $479,691 at 4% or $319,794 at 6%; with 50% employer match about $319,794 at 4% or $213,196 at 6%; with 100% employer match about $239,846 at 4% or $159,897 at 6%.
Harbert Management Corporation Health & Dental Plan-200---
Harbert Voluntary Life & Accidental Death & Dismemberment Plan-41---
Harbert Long-Term Disability Plan-230---
Harbert Life & Accidental Death & Dismemberment Plan-244---
Harbert Management Corporation Vision Plan-153---
20206235$86,366,782$3,512,351$14,946iApproximate average salary by contribution assumption: employee only about $373,654 at 4% or $249,103 at 6%; with 50% employer match about $249,103 at 4% or $166,069 at 6%; with 100% employer match about $186,827 at 4% or $124,551 at 6%.
Harbert Retirement Plan-219$86,366,782$3,512,351$16,038iApproximate average salary by contribution assumption: employee only about $400,953 at 4% or $267,302 at 6%; with 50% employer match about $267,302 at 4% or $178,201 at 6%; with 100% employer match about $200,477 at 4% or $133,651 at 6%.
Harbert Management Corporation Health & Dental Plan-200---
Harbert Voluntary Life & Accidental Death & Dismemberment Plan-76---
Harbert Long-Term Disability Plan-230---
Harbert Life & Accidental Death & Dismemberment Plan-235---
Harbert Management Corporation Vision Plan-144---
20196235$70,062,643$2,676,842$11,391iApproximate average salary by contribution assumption: employee only about $284,770 at 4% or $189,847 at 6%; with 50% employer match about $189,847 at 4% or $126,565 at 6%; with 100% employer match about $142,385 at 4% or $94,923 at 6%.
Harbert Retirement Plan-217$70,062,643$2,676,842$12,336iApproximate average salary by contribution assumption: employee only about $308,392 at 4% or $205,595 at 6%; with 50% employer match about $205,595 at 4% or $137,063 at 6%; with 100% employer match about $154,196 at 4% or $102,797 at 6%.
Harbert Management Corporation Vision Plan-124---
Harbert Life & Accidental Death & Dismemberment Plan-235---
Harbert Long-Term Disability Plan-230---
Harbert Voluntary Life & Accidental Death & Dismemberment Plan-76---
Harbert Management Corporation Health & Dental Plan-179---
20186215$59,547,811$2,623,198$12,201iApproximate average salary by contribution assumption: employee only about $305,023 at 4% or $203,349 at 6%; with 50% employer match about $203,349 at 4% or $135,566 at 6%; with 100% employer match about $152,512 at 4% or $101,674 at 6%.
Harbert Retirement Plan-202$59,547,811$2,623,198$12,986iApproximate average salary by contribution assumption: employee only about $324,653 at 4% or $216,435 at 6%; with 50% employer match about $216,435 at 4% or $144,290 at 6%; with 100% employer match about $162,327 at 4% or $108,218 at 6%.
Harbert Management Corporation Vision Plan-120---
Harbert Life & Accidental Death & Dismemberment Plan-215---
Harbert Long-Term Disability Plan-212---
Harbert Voluntary Life & Accidental Death & Dismemberment Plan-78---
Harbert Management Corporation Health & Dental Plan-172---
20176215$62,314,681$2,803,407$13,039iApproximate average salary by contribution assumption: employee only about $325,978 at 4% or $217,318 at 6%; with 50% employer match about $217,318 at 4% or $144,879 at 6%; with 100% employer match about $162,989 at 4% or $108,659 at 6%.
Harbert Retirement Plan-202$62,314,681$2,803,407$13,878iApproximate average salary by contribution assumption: employee only about $346,956 at 4% or $231,304 at 6%; with 50% employer match about $231,304 at 4% or $154,203 at 6%; with 100% employer match about $173,478 at 4% or $115,652 at 6%.
Harbert Management Corporation Vision Plan-104---
Harbert Life & Accidental Death & Dismemberment Plan-215---
Harbert Long-Term Disability Plan-213---
Harbert Voluntary Life & Accidental Death & Dismemberment Plan-89---
Harbert Management Corporation Health & Dental Plan-170---
20166217$50,757,788$2,294,632$10,574iApproximate average salary by contribution assumption: employee only about $264,359 at 4% or $176,239 at 6%; with 50% employer match about $176,239 at 4% or $117,493 at 6%; with 100% employer match about $132,179 at 4% or $88,120 at 6%.
Harbert Retirement Plan-201$50,757,788$2,294,632$11,416iApproximate average salary by contribution assumption: employee only about $285,402 at 4% or $190,268 at 6%; with 50% employer match about $190,268 at 4% or $126,845 at 6%; with 100% employer match about $142,701 at 4% or $95,134 at 6%.
Harbert Management Corporation Health & Dental Plan-174---
Harbert Voluntary Life & Accidental Death & Dismemberment Plan-90---
Harbert Long-Term Disability Plan-207---
Harbert Life & Accidental Death & Dismemberment Plan-217---
Harbert Management Corporation Vision Plan-105---
20155217$47,647,780$2,588,691$11,929iApproximate average salary by contribution assumption: employee only about $298,236 at 4% or $198,824 at 6%; with 50% employer match about $198,824 at 4% or $132,549 at 6%; with 100% employer match about $149,118 at 4% or $99,412 at 6%.
Harbert Retirement Plan-204$47,647,780$2,588,691$12,690iApproximate average salary by contribution assumption: employee only about $317,242 at 4% or $211,494 at 6%; with 50% employer match about $211,494 at 4% or $140,996 at 6%; with 100% employer match about $158,621 at 4% or $105,747 at 6%.
Harbert Management Corporation Health & Dental Plan-177---
Harbert Voluntary Life & Accidental Death & Dismemberment Plan-87---
Harbert Long-Term Disability Plan-212---
Harbert Life & Accidental Death & Dismemberment Plan-217---
20145214$45,825,395$2,149,762$10,046iApproximate average salary by contribution assumption: employee only about $251,140 at 4% or $167,427 at 6%; with 50% employer match about $167,427 at 4% or $111,618 at 6%; with 100% employer match about $125,570 at 4% or $83,713 at 6%.
Harbert Retirement Plan-199$45,825,395$2,149,762$10,803iApproximate average salary by contribution assumption: employee only about $270,071 at 4% or $180,047 at 6%; with 50% employer match about $180,047 at 4% or $120,031 at 6%; with 100% employer match about $135,035 at 4% or $90,024 at 6%.
Harbert Management Corporation Health & Dental Plan-165---
Harbert Voluntary Life & Accidental Death & Dismemberment Plan-88---
Harbert Long-Term Disability Plan-202---
Harbert Life & Accidental Death & Dismemberment Plan-214---
20135210$41,589,490$2,045,052$9,738iApproximate average salary by contribution assumption: employee only about $243,459 at 4% or $162,306 at 6%; with 50% employer match about $162,306 at 4% or $108,204 at 6%; with 100% employer match about $121,729 at 4% or $81,153 at 6%.
Harbert Retirement Plan-193$41,589,490$2,045,052$10,596iApproximate average salary by contribution assumption: employee only about $264,903 at 4% or $176,602 at 6%; with 50% employer match about $176,602 at 4% or $117,735 at 6%; with 100% employer match about $132,452 at 4% or $88,301 at 6%.
Harbert Management Corporation Health & Dental Plan-164---
Harbert Voluntary Life & Accidental Death & Dismemberment Plan-89---
Harbert Long-Term Disability Plan-199---
Harbert Life & Accidental Death & Dismemberment Plan-210---
20125203$34,204,460$1,919,103$9,454iApproximate average salary by contribution assumption: employee only about $236,343 at 4% or $157,562 at 6%; with 50% employer match about $157,562 at 4% or $105,041 at 6%; with 100% employer match about $118,171 at 4% or $78,781 at 6%.
Harbert Retirement Plan-190$34,204,460$1,919,103$10,101iApproximate average salary by contribution assumption: employee only about $252,514 at 4% or $168,342 at 6%; with 50% employer match about $168,342 at 4% or $112,228 at 6%; with 100% employer match about $126,257 at 4% or $84,171 at 6%.
Harbert Management Corporation Health & Dental Plan-158---
Harbert Voluntary Life & Accidental Death & Dismemberment Plan-101---
Harbert Long-Term Disability Plan-193---
Harbert Life & Accidental Death & Dismemberment Plan-203---
20115200$30,890,547$1,790,232$8,951iApproximate average salary by contribution assumption: employee only about $223,779 at 4% or $149,186 at 6%; with 50% employer match about $149,186 at 4% or $99,457 at 6%; with 100% employer match about $111,890 at 4% or $74,593 at 6%.
Harbert Retirement Plan-194$30,890,547$1,790,232$9,228iApproximate average salary by contribution assumption: employee only about $230,700 at 4% or $153,800 at 6%; with 50% employer match about $153,800 at 4% or $102,533 at 6%; with 100% employer match about $115,350 at 4% or $76,900 at 6%.
Harbert Management Corporation Health & Dental Plan-154---
Harbert Voluntary Life & Accidental Death & Dismemberment Plan-100---
Harbert Long-Term Disability Plan-196---
Harbert Life & Accidental Death & Dismemberment Plan-200---
20105204$32,122,857$1,162,897$5,700iApproximate average salary by contribution assumption: employee only about $142,512 at 4% or $95,008 at 6%; with 50% employer match about $95,008 at 4% or $63,339 at 6%; with 100% employer match about $71,256 at 4% or $47,504 at 6%.
Harbert Retirement Plan-188$32,122,857$1,162,897$6,186iApproximate average salary by contribution assumption: employee only about $154,641 at 4% or $103,094 at 6%; with 50% employer match about $103,094 at 4% or $68,729 at 6%; with 100% employer match about $77,320 at 4% or $51,547 at 6%.
Harbert Management Corporation Health & Dental Plan-150---
Harbert Long-Term Disability Plan-197---
Harbert Voluntary Life & Accidental Death & Dismemberment Plan-112---
Harbert Life & Accidental Death & Dismemberment Plan-204---
20095208$29,915,552$2,945,346$14,160iApproximate average salary by contribution assumption: employee only about $354,008 at 4% or $236,005 at 6%; with 50% employer match about $236,005 at 4% or $157,337 at 6%; with 100% employer match about $177,004 at 4% or $118,003 at 6%.
Harbert Retirement Plan-204$29,915,552$2,945,346$14,438iApproximate average salary by contribution assumption: employee only about $360,949 at 4% or $240,633 at 6%; with 50% employer match about $240,633 at 4% or $160,422 at 6%; with 100% employer match about $180,475 at 4% or $120,316 at 6%.
Harbert Management Corporation Health & Dental Plan-154---
Harbert Voluntary Life & Accidental Death & Dismemberment Plan-38---
Harbert Long-Term Disability Plan-208---
Harbert Life & Accidental Death & Dismemberment Plan-208---
20085275$24,512,513$3,413,780$12,414iApproximate average salary by contribution assumption: employee only about $310,344 at 4% or $206,896 at 6%; with 50% employer match about $206,896 at 4% or $137,931 at 6%; with 100% employer match about $155,172 at 4% or $103,448 at 6%.
Harbert Retirement Plan-268$24,512,513$3,413,780$12,738iApproximate average salary by contribution assumption: employee only about $318,450 at 4% or $212,300 at 6%; with 50% employer match about $212,300 at 4% or $141,533 at 6%; with 100% employer match about $159,225 at 4% or $106,150 at 6%.
Harbert Life & Accidental Death & Dismemberment Plan-275---
Harbert Voluntary Life & Accidental Death & Dismemberment Plan-53---
Harbert Long-Term Disability Plan-267---
Harbert Management Corporation Health & Dental Plan-198---
20075241$35,921,379$3,102,180$12,872iApproximate average salary by contribution assumption: employee only about $321,803 at 4% or $214,535 at 6%; with 50% employer match about $214,535 at 4% or $143,024 at 6%; with 100% employer match about $160,901 at 4% or $107,268 at 6%.
Harbert Retirement Plan-241$35,921,379$3,102,180$12,872iApproximate average salary by contribution assumption: employee only about $321,803 at 4% or $214,535 at 6%; with 50% employer match about $214,535 at 4% or $143,024 at 6%; with 100% employer match about $160,901 at 4% or $107,268 at 6%.
Harbert Management Corporation Health & Dental Plan-185---
Harbert Long-Term Disability Plan-226---
Harbert Voluntary Life & Accidental Death & Dismemberment Plan-54---
Harbert Life & Accidental Death & Dismemberment Plan-234---
20065210$31,642,466$2,828,116$13,467iApproximate average salary by contribution assumption: employee only about $336,680 at 4% or $224,454 at 6%; with 50% employer match about $224,454 at 4% or $149,636 at 6%; with 100% employer match about $168,340 at 4% or $112,227 at 6%.
Harbert Retirement Plan-210$31,642,466$2,828,116$13,467iApproximate average salary by contribution assumption: employee only about $336,680 at 4% or $224,454 at 6%; with 50% employer match about $224,454 at 4% or $149,636 at 6%; with 100% employer match about $168,340 at 4% or $112,227 at 6%.
Harbert Voluntary Life & Accidental Death & Dismemberment Plan-48---
Harbert Management Corporation Health & Dental Plan-174---
Harbert Life & Accidental Death & Dismemberment Plan-208---
Harbert Long-Term Disability Plan-199---
20054208$0$0-
Harbert Life & Accidental Death & Dismemberment Plan-208---
Harbert Long-Term Disability Plan-202---
Harbert Voluntary Life & Accidental Death & Dismemberment Plan-47---
Harbert Management Corporation Health & Dental Plan-167---