Form 5500 · Employee benefit plan · NORWALK, CT
FACTSET RESEARCH SYSTEMS INC.
FACTSET RESEARCH SYSTEMS INC.'s employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is WILLIS TOWERS WATSON NORTHEAST, INC. Coverage is written through LINCOLN NATIONAL LIFE INSURANCE COMPANY and 4 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 13-3362547 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life | 2,315 | December | $71,416 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Disability | 1,038 | December | $16,939 |
| FEDERAL INSURANCE COMPANY | — | 2,304 | April | $2,998 |
| FIDELITY SECURITY LIFE INSURANCE COMPANY | Vision | 4,083 | December | $0 |
| FIDELITY SECURITY LIFE INSURANCE COMPANY | Vision | 50 | December | $0 |
Questions
Who is FACTSET RESEARCH SYSTEMS INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, FACTSET RESEARCH SYSTEMS INC.'s broker of record is WILLIS TOWERS WATSON NORTHEAST, INC.
What insurance carrier does FACTSET RESEARCH SYSTEMS INC. use?
FACTSET RESEARCH SYSTEMS INC.'s benefit plan is written through LINCOLN NATIONAL LIFE INSURANCE COMPANY, among 5 disclosed carriers.
When does FACTSET RESEARCH SYSTEMS INC.'s group plan renew?
The most recent Schedule A policy period for FACTSET RESEARCH SYSTEMS INC. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from FACTSET RESEARCH SYSTEMS INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.