Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$5.1M
- Dental$5.1M
- Prescription drug$5.1M
- Life$298K
- Long-term disability$298K
- Other$298K
- +1 more
Sponsor portfolio
HARVEY TOOL COMPANY, LLC
EIN 20-8909122mechanical or industrial engineeringLatest filing 2025
Plans
2
Retirement
1
$36.4M assets
Welfare
1
$5.5M premiums
Participants
1,143
428 NEWBURYPORT TURNPIKE - ROWLEY, MA 01969978-769-1017harveytool.comLinkedIn51-200 employeesmechanical or industrial engineering
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $5.5M premiums / 729 covered livesCarrier market share
Premium dollars by Schedule A carrier
94%top
- BLUE CROSS OF CALIFORNIA94%
- SUN LIFE ASSURANCE COMPANY OF CANADA5%
- EYEMED VISION CARE1%
Broker market share
Schedule A broker compensation
84%top
- GALLAGHER BENEFIT SERVICES, INC.84%
- NATIONAL ENROLLMENT PARTNERS LLC8%
- NEESENROLL8%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
HARVEY TOOL COMPANY, LLC 401(K) RETIREMENT PLAN
401k
Assets$36.4M
Participants579
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
HARVEY TOOL COMPANY LLC HEALTH AND WELFARE BENEFITS PLAN
Mixed - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.
Premiums$5.5M
Covered lives729
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HARVEY TOOL COMPANY, LLC 401(K) RETIREMENT PLAN | 401k | $36.4M | 579 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | HARVEY TOOL COMPANY LLC HEALTH AND WELFARE BENEFITS PLAN | Mixed | BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. | $5.5M | 729 | 2025 |
Retirement plans
Welfare plans