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  2. HARVARD MAINTENANCE, INC.
Sponsor portfolio

HARVARD MAINTENANCE, INC.

EIN 13-1954860-facilities services-Latest filing 2025
Plans
2
Retirement
1
$29.4M assets
Welfare
1
$1.3M premiums
Participants
5,729
201 SOUTH BISCAYNE BOULEVARD, 24TH FLOOR - MIAMI, FL 33131305-351-7300harvardmaint.comLinkedIn5001-10000 employeesfacilities services
Plans on this EIN
2 filings
#001401k-$29.4M - 4,273 part#503Fully Insured-$1.3M - 1,456 lives

Benefits portfolio analytics

1 plan / $1.3M premiums / 1,456 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.2M
  • Health$593K
  • Dental$576K
  • Life$576K
  • Long-term disability$576K
  • Short-term disability$85K
  • +2 more
Total $1.3M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
44%top
  • METROPOLITAN LIFE INSURANCE COMPANY44%
  • UNITED AMERICAN INSURANCE COMPANY23%
  • AFLAC22%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA7%
  • EYEMED VISION CARE3%
  • +2 more
Total $1.3M7 slices

Broker market share

Schedule A broker compensation

Split broker
36%top
  • LOCKTON COMPANIES, LLC36%
  • MERCER HEALTH AND BENEFITS, LLC32%
  • LENSERF AND CO INC19%
  • JEAN CLAUDE FRESNEL JR10%
  • ALIGHT SOLUTIONS2%
  • +1 more
Total $261K6 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

HARVARD MAINTENANCE, INC. 401(K) SAVINGS PLAN

401k

Assets$29.4M
Participants4,273
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

HARVARD MAINTENANCE, INC. HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$1.3M
Covered lives1,456
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HARVARD MAINTENANCE, INC. 401(K) SAVINGS PLAN401k$29.4M4,2732024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503HARVARD MAINTENANCE, INC. HEALTH AND WELFARE BENEFIT PLANFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$1.3M1,4562025
Retirement plans
Welfare plans
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