L. Harvey & Son Company and Affiliates
Overview
L. Harvey & Son Company and Affiliates sponsors a self-funded health plan that covered 610 participants in plan year 2025, about the same as the prior year. The plan year starts in January. Alongside medical, its benefits filing reports life insurance, dental, vision, short-term disability, and more.
- Plan type
- ERISA welfare benefit plan, self-funded (benefits paid from employer assets or a trust)
- Participants
- 610 · prior year 614
- Plan year
- Begins January 1 · next renewal January 2027
- Health plans filed
- L. Harvey & Son Company and Affiliates Employee Benefits Plan, plan 501 (610 participants)
- Stop-loss carrier
- Reliastar Life Insurance Company
- Broker compensation
- $87K across insured contracts
Insurance carriers
Insured coverage reported on Schedule A. Self-funded medical claims aren't reported there.
| Carrier | Coverage | Covered | Premium | Broker comp |
|---|---|---|---|---|
| Reliastar Life Insurance Company | Stop-loss | 390 | $722K | $22K |
| Hartford Life and Accident | Life, Short-term disability, Long-term disability | 538 | $490K | $65K |
| Delta Dental of North Carolina | Dental | 663 | $177K | — |
| Community Eye Care | Vision | 563 | $36K | — |
Pharmacy benefit estimate
StreamRX estimate for a plan this size. Not based on this plan's claims.
Estimated prescription spend: 610 participants × $2,371 national average per member. Usually higher once dependents are counted.
Typical savings opportunity found in independent reviews of plans this size.
Form 5500 filing details
- Filing
- Form 5500 with Schedule A, plan year 2025
- Plan sponsor
- L. Harvey & Son Company and Affiliates
- Sponsor EIN
- 56-0255450
- Plan number
- 501
- Filed with
- U.S. Department of Labor (EBSA) via EFAST2
Verify this filing: search EIN 56-0255450 in the Department of Labor's EFAST2 Form 5500 search.
About this data
Source: L. Harvey & Son Company and Affiliates's Form 5500 filing for plan year 2025 and its Schedule A insurance reports, published by the U.S. Department of Labor. "Self-funded" means the filing reports benefits paid from employer assets or a trust, with no medical insurance contract or with a stop-loss contract. Pharmacy figures are StreamRX estimates based on national averages. StreamRX is not affiliated with L. Harvey & Son Company and Affiliates.