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Sponsor portfolioWelfare / HealthEIN 56-0255450

L. HARVEY & SON COMPANY AND AFFILIATES

PO BOX 189 · KINSTON, NC 28502
2525264156
Plans filed
1
Years active
2015–2025
Industry
NAICS 42
Latest filing
2025
Total premiums (latest)
$1.4M
No prior year
Persons covered
663
No prior year
Total participants
385
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$1.4M
L. HARVEY & SON COMPANY AND AFFILIATES EMPLOYEE BENEFITS PLAN
Mixed663 covered·4 carriers
Primary: RELIASTAR LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Stop-loss$722K25.0%
Life$490K16.9%
Short-term disability$490K16.9%
Long-term disability$490K16.9%
Other$490K16.9%
Dental$177K6.1%
Vision$36K1.2%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
RELIASTAR LIFE INSURANCE COMPANY
EIN 410451140
SL
$722K50.7%11390
HARTFORD LIFE AND ACCIDENT
EIN 060838648
LSTDLTDOth
$490K34.4%11538
DELTA DENTAL OF CALIFORNIA
EIN 561018068
D
$177K12.4%11663
COMMUNITY EYE CARE
EIN 562109225
V
$36K2.5%11563

Broker overview

5 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MOSAIC GROUP SERVICESDURHAM, NCHARTFORD LIFE AND ACCIDENT$0$34K$34K39.4%1
JAMES A SCOTT & SON INCRICHMOND, VARELIASTAR LIFE INSURANCE COMPANY, HARTFORD LIFE AND ACCIDENT$18K$13K$31K35.5%1
WATCHTOWER TECHNOLOGIES INCCHICAGO, ILRELIASTAR LIFE INSURANCE COMPANY$0$11K$11K12.4%1
WATCHTOWER BENEFITS, LLCCHICAGO, ILHARTFORD LIFE AND ACCIDENT$0$7K$7K8.5%1
C2 CENTRIC LLCAURORA, CORELIASTAR LIFE INSURANCE COMPANY$0$4K$4K4.1%1

History & trajectory

11 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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