Form 5500 · Employee benefit plan · BALLSTON SPA, NY
THE MATTHEWS GROUP, INC.
THE MATTHEWS GROUP, INC.'s employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is JAMES P. REAGAN AGENCY INC.. Coverage is written through HCC LIFE INSURANCE COMPANY and 6 other carriers. The plan's most recent policy period ended in September.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 61-1861616 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| HCC LIFE INSURANCE COMPANY | Stop-loss | 143 | September | $47,086 |
| HCC LIFE INSURANCE COMPANY | Stop-loss | 148 | December | $15,533 |
| ANTHEM BLUE CROSS | Dental, Vision | 215 | December | $2,670 |
| MUTUAL OF OMAHA INSURANCE COMPANY | — | 60 | December | $1,931 |
| STANDARD INSURANCE COMPANY | Life | 187 | December | $1,313 |
| MUTUAL OF OMAHA INSURANCE COMPANY | Disability | 16 | December | $977 |
| ANTHEM BLUE CROSS | Life | 198 | March | $373 |
Questions
Who is THE MATTHEWS GROUP, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, THE MATTHEWS GROUP, INC.'s broker of record is JAMES P. REAGAN AGENCY INC..
What insurance carrier does THE MATTHEWS GROUP, INC. use?
THE MATTHEWS GROUP, INC.'s benefit plan is written through HCC LIFE INSURANCE COMPANY, among 7 disclosed carriers.
When does THE MATTHEWS GROUP, INC.'s group plan renew?
The most recent Schedule A policy period for THE MATTHEWS GROUP, INC. ended in September. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from THE MATTHEWS GROUP, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.