PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. HARMONIC DRIVE LLC
Sponsor portfolio

HARMONIC DRIVE LLC

EIN 20-3942105-mechanical or industrial engineering-Latest filing 2024
Plans
2
Retirement
1
$26.9M assets
Welfare
1
$3.4M premiums
Participants
478
42 DUNHAM RIDGE - BEVERLY, MA 01915978-532-1800harmonicdrive.netLinkedIn51-200 employeesmechanical or industrial engineering
Plans on this EIN
2 filings
#001401k-$26.9M - 260 part#501Fully Insured-$3.4M - 462 lives

Benefits portfolio analytics

1 plan / $3.4M premiums / 462 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.3M
  • Dental$3.3M
  • Vision$3.3M
  • Prescription drug$3.3M
  • Life$171K
  • Short-term disability$171K
  • +2 more
Total $3.4M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • BLUE CROSS OF CALIFORNIA95%
  • HARTFORD LIFE AND ACCIDENT5%
Total $3.4M2 slices

Broker market share

Schedule A broker compensation

Split broker
72%top
  • UNKNOWN72%
  • INDIGO INSURANCE SERVICES14%
  • USI INSURANCE SERVICES LLC14%
Total $83K3 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

SAVINGS PLAN OF HARMONIC DRIVE LLC

401k

Assets$26.9M
Participants260
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HARMONIC DRIVE, LLC HEALTH AND WELFARE PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.

Premiums$3.4M
Covered lives462
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SAVINGS PLAN OF HARMONIC DRIVE LLC401k$26.9M2602024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HARMONIC DRIVE, LLC HEALTH AND WELFARE PLANFully InsuredBLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.$3.4M4622024
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