PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. HARVEY & MADDING, INC.

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 94-2435867

HARVEY & MADDING, INC.

6300 DUBLIN BLVD · DUBLIN, CA 94568
9258288030
Plans filed
1
Years active
2015–2025
Industry
NAICS 44
Latest filing
2025
Total premiums (latest)
$2.8M
No prior year
Persons covered
348
No prior year
Total participants
348
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$2.8M
HARVEY & MADDING HEALTH AND WELFARE PLAN
Fully insured348 covered·5 carriers
Primary: KAISER FOUNDATION HEALTH PLAN, INC.

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$2.5M48.5%
Prescription drug$2.4M46.2%
Dental$208K4.1%
Vision$50K1.0%
Life$14K0.3%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
KAISER FOUNDATION HEALTH PLAN INC
EIN 941340523
HRx
$2.4M85.9%13122
UNITED OF OMAHA LIFE INSURANCE COMPANY
EIN 470322111
D
$208K7.5%11286
UNITED HEALTHCARE INSURANCE COMPANY
EIN 362739571
H
$118K4.3%113
VISION SERVICE PLAN
EIN 941632821
V
$50K1.8%11184
PRINCIPAL LIFE INSURANCE COMPANY
EIN 420127290
L
$14K0.5%11348

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
EDGEWOOD PARTNERS INSURANCE CENTERMELVILLE, NYPRINCIPAL LIFE INSURANCE COMPANY, VISION SERVICE PLAN, UNITED HEALTHCARE INSURANCE COMPANY, KAISER FOUNDATION HEALTH PLAN, INC., UNITED OF OMAHA LIFE INSURANCE COMPANY$110K$5K$115K81.8%1
REUBEN WARNER ASSOCIATES, INC.WESTLAKE VILLAGE, CAKAISER FOUNDATION HEALTH PLAN, INC$22K$0$22K15.7%1
ASSUREDPARTNERSOMAHA, NEPRINCIPAL LIFE INSURANCE COMPANY, UNITED HEALTHCARE INSURANCE COMPANY$2K$1K$3K2.4%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
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica