PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. HARNEY & SONS TEA CORP.
Sponsor portfolio

HARNEY & SONS TEA CORP.

EIN 06-1343687-Manufacturing-Latest filing 2025
Plans
2
Retirement
1
$6.5M assets
Welfare
1
$2.0M premiums
Participants
549
5723 ROUTE 22 - MILLERTON, NY 12546518-789-2405
Plans on this EIN
2 filings
#001401k-$6.5M - 381 part#501Fully Insured-$2.0M - 168 lives

Benefits portfolio analytics

1 plan / $2.0M premiums / 168 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.8M
  • Dental$113K
  • Vision$9K
Total $2.0M3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • MVP HEALTH CARE94%
  • ANTHEM LIFE INSURANCE COMPANY6%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA0%
Total $2.0M3 slices

Broker market share

Schedule A broker compensation

Split broker
92%top
  • MARSHALL & STERLING EMPLOYEE BENEFI92%
  • FNA INSURANCE SERVICES INC8%
Total $86K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

HARNEY & SONS TEA CORP. 401(K) RETIREMENT PLAN

401k

Assets$6.5M
Participants381
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HARNEY & SONS TEA CORP. HEALTH & WELFARE PLAN

Fully Insured - CAPITAL DISTRICT PHYSICIAN'S HEALTH PLAN INC.

Premiums$2.0M
Covered lives168
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HARNEY & SONS TEA CORP. 401(K) RETIREMENT PLAN401k$6.5M3812025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HARNEY & SONS TEA CORP. HEALTH & WELFARE PLANFully InsuredCAPITAL DISTRICT PHYSICIAN'S HEALTH PLAN INC.$2.0M1682025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica