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  2. HARVEY & MADDING, INC.
Sponsor portfolio

HARVEY & MADDING, INC.

EIN 94-2435867-Latest filing 2025
Plans
2
Retirement
1
$22.4M assets
Welfare
1
$2.8M premiums
Participants
710
6300 DUBLIN BLVD - DUBLIN, CA 94568925-828-8030
Plans on this EIN
2 filings
#003401k-$22.4M - 362 part#501Fully Insured-$2.8M - 348 lives

Benefits portfolio analytics

1 plan / $2.8M premiums / 348 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.5M
  • Prescription drug$2.4M
  • Dental$208K
  • Vision$50K
  • Life$14K
Total $2.8M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • KAISER FOUNDATION HEALTH PLAN INC86%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY8%
  • UNITED HEALTHCARE INSURANCE COMPANY4%
  • VISION SERVICE PLAN2%
  • PRINCIPAL LIFE INSURANCE COMPANY1%
Total $2.8M5 slices

Broker market share

Schedule A broker compensation

Split broker
82%top
  • EDGEWOOD PARTNERS INSURANCE CENTER82%
  • REUBEN WARNER ASSOCIATES, INC.16%
  • ASSUREDPARTNERS2%
Total $141K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

HARVEY 401(K) PLAN

401k

Assets$22.4M
Participants362
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HARVEY & MADDING HEALTH AND WELFARE PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$2.8M
Covered lives348
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003HARVEY 401(K) PLAN401k$22.4M3622024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HARVEY & MADDING HEALTH AND WELFARE PLANFully InsuredKAISER FOUNDATION HEALTH PLAN, INC.$2.8M3482025
Retirement plans
Welfare plans
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