Civic Intelligence

Harbor Group Insurance Trust

EIN 42-6365229 • 501(c)9 • Sioux Center, IA

Profile

To effectuate employee health, dental, vision, lt and st disability & death benefits for employees & eligible dependents.

PO Box 260Sioux Center, IA 51250

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

86th percentile

0.36x

Higher debt load relative to assets than 86% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

70th percentile

0.10x

Higher debt load relative to revenue than 70% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Net Margin

40th percentile

0.8%

Higher net margin than 40% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

48th percentile

$0

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Asset Growth

96th percentile

58%

Faster asset growth than 96% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

66th percentile

13%

Faster revenue growth than 66% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets86th percentile

Assets

Up

$3,847,073

Up $1,415,790 (+58%) from 2023

Liabilities

Up

$1,380,703

Up $1,302,266 (+1660%) from 2023

Net Assets

Up

$2,466,370

Up $113,524 (+4.8%) from 2023

Operations
Liabilities / Revenue70th percentileNet Margin40th percentile

Revenue

Up

$14,448,922

Up $1,669,941 (+13%) from 2023

Expenses

Up

$14,335,398

Up $2,028,196 (+16%) from 2023

Net Income

Down

$113,524

Down $358,255 (-76%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth96th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $1,063,365Liabilities 2011: $1,048,000Net Assets 2011: $15,3652011Assets 2012: $984,656Liabilities 2012: $945,087Net Assets 2012: $39,5692012Assets 2013: $1,094,477Liabilities 2013: $927,000Net Assets 2013: $167,4772013Assets 2014: $1,394,505Liabilities 2014: $779,000Net Assets 2014: $615,5052014Assets 2015: $1,845,050Liabilities 2015: $49,861Net Assets 2015: $1,795,1892015Assets 2016: $877,903Liabilities 2016: $87,374Net Assets 2016: $790,5292016Assets 2017: $896,195Liabilities 2017: $242,812Net Assets 2017: $653,3832017Assets 2018: $776,515Liabilities 2018: $212,941Net Assets 2018: $563,5742018Assets 2019: $675,620Liabilities 2019: $254,138Net Assets 2019: $421,4822019Assets 2020: $1,133,978Liabilities 2020: $100,725Net Assets 2020: $1,033,2532020Assets 2021: $1,977,481Liabilities 2021: $69,765Net Assets 2021: $1,907,7162021Assets 2022: $2,228,974Liabilities 2022: $347,907Net Assets 2022: $1,881,0672022Assets 2023: $2,431,283Liabilities 2023: $78,437Net Assets 2023: $2,352,8462023Assets 2024: $3,847,073Liabilities 2024: $1,380,703Net Assets 2024: $2,466,3702024

Highlighted filing

2024

Assets$3,847,073
Liabilities$1,380,703
Net Assets$2,466,370
Open 2024 Filing

Operations Trend

Revenue Growth66th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$15M$10M$5.0M$0-$5.0MRevenue 2011: $3,919,864Expenses 2011: $4,034,974Net Income 2011: -$115,1102011Revenue 2012: $3,850,878Expenses 2012: $3,826,674Net Income 2012: $24,2042012Expenses 2013: $4,459,8722013Revenue 2014: $5,737,897Expenses 2014: $5,289,869Net Income 2014: $448,0282014Revenue 2015: $4,370,522Expenses 2015: $3,969,838Net Income 2015: $400,6842015Revenue 2016: $3,517,987Expenses 2016: $4,522,647Net Income 2016: -$1,004,6602016Revenue 2017: $5,196,405Expenses 2017: $5,333,551Net Income 2017: -$137,1462017Revenue 2018: $6,293,751Expenses 2018: $6,383,560Net Income 2018: -$89,8092018Revenue 2019: $7,743,356Expenses 2019: $7,885,448Net Income 2019: -$142,0922019Revenue 2020: $10,456,602Expenses 2020: $9,844,831Net Income 2020: $611,7712020Revenue 2021: $10,385,047Expenses 2021: $9,510,584Net Income 2021: $874,4632021Revenue 2022: $10,658,848Expenses 2022: $10,685,497Net Income 2022: -$26,6492022Revenue 2023: $12,778,981Expenses 2023: $12,307,202Net Income 2023: $471,7792023Revenue 2024: $14,448,922Expenses 2024: $14,335,398Net Income 2024: $113,5242024

Highlighted filing

2024

Revenue$14,448,922
Expenses$14,335,398
Net Income$113,524
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$3,847,073
Liabilities
$1,380,703
Net assets
$2,466,370
Revenue
$14,448,922
Expenses
$14,335,398
Net income
$113,524
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.85$1.38$2.47$14.4$14.3$0.11
2023Summary only. Only limited summary data is available for this year.$2.43$0.08$2.35$12.8$12.3$0.47
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.23$0.35$1.88$10.7$10.7$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.98$0.07$1.91$10.4$9.51$0.87
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.13$0.10$1.03$10.5$9.84$0.61
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.68$0.25$0.42$7.74$7.89$0.14
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.78$0.21$0.56$6.29$6.38$0.09
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.90$0.24$0.65$5.20$5.33$0.14
2016Detailed filing. Detailed filing data is available for this year.$0.88$0.09$0.79$3.52$4.52$1.00
2015Detailed filing. Detailed filing data is available for this year.$1.85$0.05$1.80$4.37$3.97$0.40
2014Detailed filing. Detailed filing data is available for this year.$1.39$0.78$0.62$5.74$5.29$0.45
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.09$0.93$0.17$4.46
2012Summary only. Only limited summary data is available for this year.$0.98$0.95$0.04$3.85$3.83$0.02
2011Summary only. Only limited summary data is available for this year.$1.06$1.05$0.02$3.92$4.03$0.12
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2023 to Aug 31, 2024
Signed
Jun 26, 2025
Return Version
2023v6.0
Gross Receipts
$14,448,922
Mission and Program Overview

Mission

NONE

Health, dental, vision, lt & st disability & death benefits for employees and eligible dependents.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$2,121,556$3,426,021▲ $1,304,465
Rtn Earn Endowment Incm Other Fnds$2,352,846$2,466,370▲ $113,524
Accounts Receivable-$80,981-
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$2,431,283$3,847,073▲ $1,415,790
Other Assets Total$309,727$340,071▲ $30,344
Liabilities
Accounts Payable and Accrued Expenses$78,437$1,380,703▲ $1,302,266
Total Liabilities$78,437$1,380,703▲ $1,302,266
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,352,846$2,466,370▲ $113,524
Total Liabilities and Net Assets / Fund Balance$2,431,283$3,847,073▲ $1,415,790

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$340,071--
Compensation and Service Providers
Top Officer Pay48th percentile

Board Members and Trustees

NameTitle
Eric JensenHr Director
Sharon Ammons-fiekemaAccounting Manager
Joel Van EgdomCFO

Highest Paid Contractors

ContractorServicesLocationCompensation
Wellmark Blue Cross And Blue Shield Of IAdministrative FeesPO BOX 9124, Des Moines, IA 50306-9124$540,258
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$14,418,657
Investment Income
$30,265
Other Revenue
$0
Change in Net Assets
$113,524

Audited Revenue Reconciliation

Revenue per Audited Statements
$14,448,922
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$14,448,922
Total Revenue per Form 990
$14,448,922
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,010,685
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$11,324,713
Fees for Services Other---$903,824
Other Expenses---$755
Total Functional Expenses$0$0$0$14,335,398

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$14,335,398
Total Expenses per Audited Statements$14,335,398
Total Expenses per Form 990$14,335,398
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Joel van egdom has a business relationship wtih sharon ammons-fiekema and eric jensen.”

Form 990, Part VI, Section A, Line 6

“This is a trust established by harbor group, inc. And interstates construction services, inc. And its affiliates.”

Form 990, Part VI, Section A, Line 7A

“The company may remove and appoint trustees.”

Form 990, Part VI, Section A, Line 7B

“Termination of the trust, or removal of a trustee must be approved by the company.”

Form 990, Part VI, Section A, Line 8B

“There are no committees with the authority to act on behalf of the board.”

Form 990, Part VI, Section B, Line 11B

“The trustees review the form 990 prior to filing.”

Form 990, Part VI, Section B, Line 15

“The trust does not compensate any of the trustees.”

Form 990, Part VI, Section C, Line 19

“The governing documents and financial statements are not available for public inspection.”

Filing and Contact Details

Filer

Filer Name
Harbor Group Insurance Trust
EIN
42-6365229
Phone
7127221660
Address
PO BOX 260, SIOUX CENTER, IA 51250

Signing Officer

Name
Joel Van Egdom
Title
CFO
Phone
7127221660
Signed
2025-06-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joel Van Egdom
Formed
1984
Legal Domicile
Ia
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
3

Preparer

Firm
Eide Bailly Llp
Address
345 N REID PL STE 400, SIOUX FALLS, SD 57103-7034
Preparer
Laurie Hanson CPA
Phone
6053391999
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“Accounting principles generally accepted in the united states of america require plan management to evaluate tax positions taken by the plan and recognize a tax liability (or asset) if the plan has taken an uncertain tax position that more likely than not would not be sustained upon examination by the internal revenue service. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

Raw XML Appendix382 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt078437
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt01380703
IRS990/AccountsReceivableGrp/EOYAmt080981
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0HEALTH, DENTAL, VISION, LT & ST DISABILITY & DEATH BENEFITS FOR EMPLOYEES AND ELIGIBLE DEPENDENTS.
IRS990/AuditCommitteeInd01
IRS990/BenefitsToMembersGrp/TotalAmt011324713
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0SHARON AMMONS-FIEKEMA
IRS990/BooksInCareOfDetail/PhoneNum07128906219
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01400 7TH AVE NE
IRS990/BooksInCareOfDetail/USAddress/CityNm0SIOUX CENTER
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd051250
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt0540258
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0PO BOX 9124
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0DES MOINES
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0IA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd0503069124
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0WELLMARK BLUE CROSS AND BLUE SHIELD OF I
IRS990/ContractorCompensationGrp/ServicesDesc0ADMINISTRATIVE FEES
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt011324713
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt030265
IRS990/CYOtherExpensesAmt03010685
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt014418657
IRS990/CYRevenuesLessExpensesAmt0113524
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt014335398
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt014448922
IRS990/DecisionsSubjectToApprovaInd01
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0THE PLAN PROVIDES HEALTH, PRESCRIPTION DRUG, DENTAL, VISION, LONG-TERM AND SHORT-TERM DISABILITY, DEPENDENT CARE AND MEDICAL EXPENSE REIMBURSEMENT, IDENTITY PROTECTION MONITORING, AND LIFE, CANCER, ACCIDENT, AND ACCIDENTAL DEATH AND DISMEMBERMENT INSURANCE BENEFITS COVERING ELIGIBLE EMPLOYEES OF HARBOR GROUP, INC. AND ITS SUBSIDIARIES. THERE WERE 1,106 ACTIVE PARTICIPANTS IN THE PLAN AND 7 RETIRED OR SEPARATED PARTICIPANTS RECEIVING BENEFITS AT YEAR END.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd01
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesOtherGrp/TotalAmt0903824
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt045.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt145.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt245.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.20
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/PersonNm0JOEL VAN EGDOM
IRS990/Form990PartVIISectionAGrp/PersonNm1SHARON AMMONS-FIEKEMA
IRS990/Form990PartVIISectionAGrp/PersonNm2ERIC JENSEN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/TitleTxt0CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt1ACCOUNTING MANAGER
IRS990/Form990PartVIISectionAGrp/TitleTxt2HR DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01984
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt014448922
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt03
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt030265
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt030265
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0IA
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0NONE
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt02352846
IRS990/NetAssetsOrFundBalancesEOYAmt02466370
IRS990/NetUnrelatedBusTxblIncmAmt029265
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0309727
IRS990/OtherAssetsTotalGrp/EOYAmt0340071
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0INSURANCE PREMIUMS
IRS990/OtherExpensesGrp/Desc1TAX EXPENSE
IRS990/OtherExpensesGrp/TotalAmt02106106
IRS990/OtherExpensesGrp/TotalAmt1755
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0JOEL VAN EGDOM
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/BusinessCd1525100
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1EMPLOYEE CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt010453959
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt13964658
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt010453959
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt13964658
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt09849228
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt010978
IRS990/PYOtherExpensesAmt02457974
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt012768003
IRS990/PYRevenuesLessExpensesAmt0471779
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt012307202
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt012778981
IRS990/ReconcilationRevenueExpnssAmt0113524
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt02352846
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt02466370
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02121556
IRS990/SavingsAndTempCashInvstGrp/EOYAmt03426021
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt014335398
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0340071
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0PHARMACY REBATES RECEIVABLE
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt014448922
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0340071
IRS990ScheduleD/TotalExpensesPerForm990Amt014335398
IRS990ScheduleD/TotalRevenuePerForm990Amt014448922
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt014448922
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt014335398
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0JOEL VAN EGDOM HAS A BUSINESS RELATIONSHIP WTIH SHARON AMMONS-FIEKEMA AND ERIC JENSEN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THIS IS A TRUST ESTABLISHED BY HARBOR GROUP, INC. AND INTERSTATES CONSTRUCTION SERVICES, INC. AND ITS AFFILIATES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE COMPANY MAY REMOVE AND APPOINT TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TERMINATION OF THE TRUST, OR REMOVAL OF A TRUSTEE MUST BE APPROVED BY THE COMPANY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE TRUSTEES REVIEW THE FORM 990 PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE TRUST DOES NOT COMPENSATE ANY OF THE TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE NOT AVAILABLE FOR PUBLIC INSPECTION.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd30
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd40
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd50
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd2N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd3N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd4N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd5N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0420932098
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN1421492435
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN2421480811
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN3421460178
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN4421278091
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt5C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0IA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd1IA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd2IA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd3IA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd4IA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd5IA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0ELECTRICAL CONTRACTING
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt1PARENT COMPANY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt2ELECTRICAL ENGINEERING
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt3INACTIVE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt4AUTO AND AIRPLANE LEASING
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt5INACTIVE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0INTERSTATES INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt1HARBOR GROUP INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt2INTERSTATE ENGINEERING INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt3INTERSTATES CONTROL SYSTEMS INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt4IEEC TRANSPORTATION & LEASING CO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt5INTERFAB LLC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt0PO BOX 260 1400 7TH AVE NE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt1PO BOX 260 1400 7TH AVE NE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt2PO BOX 260 1400 7TH AVE NE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt3PO BOX 260 1400 7TH AVE NE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt4PO BOX 260 1400 7TH AVE NE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt5PO BOX 260 1400 7TH AVE NE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0SIOUX CENTER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm1SIOUX CENTER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm2SIOUX CENTER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm3SIOUX CENTER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm4SIOUX CENTER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm5SIOUX CENTER
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd2IA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd3IA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd4IA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd5IA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd051250
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd151250
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd251250
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd351250
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd451250
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd551250
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt0THE FOLLOWING CORPORATIONS BECAME INACTIVE EFFECTIVE JANUARY 1, 2020: INTERSTATES CONTROL SYSTEM, INC. INTERFAB, LLC
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE R, PART IV
IRS990ScheduleR/TransferFromOtherOrgInd01
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02431283
IRS990/TotalAssetsEOYAmt03847073
IRS990/TotalAssetsGrp/BOYAmt02431283
IRS990/TotalAssetsGrp/EOYAmt03847073
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt014335398
IRS990/TotalGrossUBIAmt030265
IRS990/TotalLiabilitiesBOYAmt078437
IRS990/TotalLiabilitiesEOYAmt01380703
IRS990/TotalLiabilitiesGrp/BOYAmt078437
IRS990/TotalLiabilitiesGrp/EOYAmt01380703
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02352846
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02466370
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt040
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt040
IRS990/TotalProgramServiceRevenueAmt014418657
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt014418657
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt014448922
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt030265
IRS990/TotalVolunteersCnt03
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02431283
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03847073
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd01
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 260
IRS990/USAddress/CityNm0SIOUX CENTER
IRS990/USAddress/StateAbbreviationCd0IA
IRS990/USAddress/ZIPCd051250
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOEL VAN EGDOM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/PhoneNum07127221660
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-06-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HARBOR GROUP INSURANCE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0HARB
ReturnHeader/Filer/EIN0426365229
ReturnHeader/Filer/PhoneNum07127221660
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 260
ReturnHeader/Filer/USAddress/CityNm0SIOUX CENTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd051250
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0450250958
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0EIDE BAILLY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0345 N REID PL STE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SIOUX FALLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0SD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0571037034
ReturnHeader/PreparerPersonGrp/PhoneNum06053391999
ReturnHeader/PreparerPersonGrp/PreparationDt02025-06-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAURIE HANSON CPA
ReturnHeader/ReturnTs02025-07-08T08:57:10-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-09-01
ReturnHeader/TaxPeriodEndDt02024-08-31
ReturnHeader/TaxYr02023

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