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Sponsor portfolio

HAROLD BROTHERS MECHANICAL CONTRACTORS INC.

EIN 26-3189470-construction-Latest filing 2025
Plans
4
Retirement
1
$22.7M assets
Welfare
3
$2.4M premiums
Participants
916
44 WOODROCK ROAD - WEYMOUTH, MA 02189781-871-2111haroldbros.comLinkedIn201-500 employeesconstruction
Plans on this EIN
4 filings
#001401k-$22.7M - 324 part#502Fully Insured-$2.2M - 163 lives#503Fully Insured-$169K - 361 lives#501Fully Insured-$36K - 279 lives

Benefits portfolio analytics

3 plans / $2.4M premiums / 803 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.2M
  • Dental$169K
  • Life$36K
  • Short-term disability$36K
  • Other$36K
Total $2.4M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • MASS GENERAL BRIGHAM HEALTH PLAN92%
  • BLUE CROSS OF CALIFORNIA7%
  • EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA1%
Total $2.4M3 slices

Broker market share

Schedule A broker compensation

Split broker
90%top
  • COMPREHENSIVE BENEFIT ADMINISTRATOR90%
  • HP PLANNING LLC8%
  • INDIGO INSURANCE SERVICES2%
Total $74K3 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

HAROLD BROTHERS MECHANICAL 401(K) PLAN

401k

Assets$22.7M
Participants324
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

HAROLD BROTHERS MECHANICAL CONTRACTORS INC. GROUP HEALTH PLAN

Fully Insured - MASS GENERAL BRIGHAM HEALTH PLAN

Premiums$2.2M
Covered lives163
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

HAROLD BROTHERS MECHANICAL CONTRACTORS, INC. DENTAL PLAN

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

Premiums$169K
Covered lives361
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

HAROLD BROTHERS MECHANICAL CONTRACTORS INC. LIFE AND DISABILITY PLAN

Fully Insured - EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA

Premiums$36K
Covered lives279
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HAROLD BROTHERS MECHANICAL 401(K) PLAN401k$22.7M3242024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
502HAROLD BROTHERS MECHANICAL CONTRACTORS INC. GROUP HEALTH PLANFully InsuredMASS GENERAL BRIGHAM HEALTH PLAN$2.2M1632025
503HAROLD BROTHERS MECHANICAL CONTRACTORS, INC. DENTAL PLANFully InsuredBLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.$169K3612025
501HAROLD BROTHERS MECHANICAL CONTRACTORS INC. LIFE AND DISABILITY PLANFully InsuredEQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA$36K2792025
Retirement plans
Welfare plans
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