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HARDY DIAGNOSTICS

EIN 77-0043660-medical devices-Latest filing 2025
Plans
3
Retirement
2
$175.3M assets
Welfare
1
$374K premiums
Participants
1,541
1430 WEST MCCOY LANE - SANTA MARIA, CA 93455805-361-2698hardydiagnostics.comLinkedIn201-500 employeesmedical devices
Plans on this EIN
3 filings
#002ESOP-$156.4M - 623 part#001401k-$18.9M - 519 part#501Mixed-$374K - 424 lives

Retirement portfolio analytics

2 plans aggregated / $175.3M assets / 1,142 participants

Assets by plan

Share of aggregate retirement assets

89%top
  • EMPLOYEE STOCK OWNERSHIP (#002)89%
  • PROFIT SHARING PLAN (#001)11%
Total $175.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#002)623
  • PROFIT SHARING PLAN (#001)519
Total 1,142Click row to drill in

Benefits portfolio analytics

1 plan / $374K premiums / 424 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$214K
  • Life$130K
  • Short-term disability$130K
  • Long-term disability$130K
  • Other$130K
  • Vision$30K
Total $374K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
57%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY57%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY35%
  • EYEMED VISION CARE8%
Total $374K3 slices

Broker market share

Schedule A broker compensation

Split broker
60%top
  • HAYS COMPANIES, INC.60%
  • BROWN & BROWN INSURANCE SERVICES40%
Total $41K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

HARDY DIAGNOSTICS EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$156.4M
Participants623
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

HARDY DIAGNOSTICS 401(K) PROFIT SHARING PLAN

401k

Assets$18.9M
Participants519
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HARDY DIAGNOSTICS DISABILITY & LIFE INSURANCE PLAN

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$374K
Covered lives424
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002HARDY DIAGNOSTICS EMPLOYEE STOCK OWNERSHIP PLANESOP$156.4M6232025
001HARDY DIAGNOSTICS 401(K) PROFIT SHARING PLAN401k$18.9M5192024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HARDY DIAGNOSTICS DISABILITY & LIFE INSURANCE PLANMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$374K4242025
Retirement plans
Welfare plans
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