Form 5500 · Employee benefit plan · DUBLIN, CA
HARVEY & MADDING, INC.
HARVEY & MADDING, INC. of DUBLIN, CA spreads its employee benefits across 6 insurance carriers, according to its Form 5500 Schedule A. Its broker of record is EDGEWOOD PARTNERS INSURANCE CENTER. Coverage is written through KAISER FOUNDATION HEALTH PLAN, INC. and 5 other carriers. The plan's most recent policy period ended in November.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 94-2435867 · plan 501 · as of Aug 2026
Plan brief
Schedule A lists 7 insured contracts covering health, dental, vision and life; the largest, with KAISER FOUNDATION HEALTH PLAN, INC., covers 122 people.
Reported premium across the insured contracts is $2,759,574, with $134,955 in disclosed broker commissions — about 4.9% of premium.
The health contract's policy period ended in November, while at least one ancillary line renews in December — the plan is on a split renewal cycle.
EDGEWOOD PARTNERS INSURANCE CENTER is the broker of record on 6 of the 7 contracts; the rest name a different broker or none.
6 carriers appear on the filing — KAISER FOUNDATION HEALTH PLAN, INC., KAISER FOUNDATION HEALTH PLAN, INC, UNITED OF OMAHA LIFE INSURANCE COMPANY and UNITED HEALTHCARE INSURANCE COMPANY among them — with KAISER FOUNDATION HEALTH PLAN, INC. writing the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| KAISER FOUNDATION HEALTH PLAN, INC | Health | 88 | November | $640,042 | $66,843 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 85 | December | $700,304 | $34,522 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Dental | 286 | December | $207,946 | $20,795 |
| UNITED HEALTHCARE INSURANCE COMPANY | Health | 3 | December | $117,810 | $9,425 |
| VISION SERVICE PLAN | Vision | 184 | December | $49,742 | $1,891 |
| PRINCIPAL LIFE INSURANCE COMPANY | Life | 348 | December | $14,298 | $1,479 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 122 | December | $1,029,432 | $0 |
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