Plan Ledger DOL Form 5500 · updated monthly

L. Harvey & Son Company and Affiliatesbenefits

L. Harvey & Son Company and Affiliates Employee Benefits Plan · KINSTON, NC · plan year 2025

Broker compensation reported · 2025
$87,015

L. Harvey & Son Company and Affiliates's benefits plans covered 385 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance premiums totaled $162,648. Insurance brokers and agents were paid $87,015 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 53.5% of premiums. That is $226 per covered person, above the median for employer plans that report broker pay. Broker pay rose 2.6% from $84,800 in 2024.

Insurance contracts · 20254
DELTA DENTAL OF NORTH CAROLINA · dental$163K · 663 covered
COMMUNITY EYE CARE · visionpremiums n/a · 563 covered
HARTFORD LIFE AND ACCIDENT · life std ltdpremiums n/a · 538 covered
RELIASTAR LIFE INSURANCE COMPANY · stop-losspremiums n/a · 390 covered
Brokers & agents paid · 20255
MOSAIC GROUP SERVICES, LLC$34,286 · incl $34,286 fees
JAMES A SCOTT & SON INC$30,902 · incl $12,867 fees
WATCHTOWER TECHNOLOGIES INC$10,832 · incl $10,832 fees
WATCHTOWER BENEFITS, LLC$7,384 · incl $7,384 fees
C2 CENTRIC LLC$3,611 · incl $3,611 fees
Also brokered by Mosaic Group Services, LLC5
Ncino, Inc. NC$81,211

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 560255450 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.