Form 5500 · Employee benefit plan · NEEDHAM, MA
FIRST HELP FINANCIAL
FIRST HELP FINANCIAL of NEEDHAM, MA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is BENNIE INSURANCE, LLC. Coverage is written through UNITEDHEALTHCARE INSURANCE COMPANY and 1 other carrier. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 38-3739185 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| UNITEDHEALTHCARE INSURANCE COMPANY | Health, Dental, Vision | 615 | December | $150,272 |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Vision, Life, Disability | 434 | December | $31,033 |
Questions
Who is FIRST HELP FINANCIAL's benefits broker?
Per its most recent Form 5500 Schedule A, FIRST HELP FINANCIAL's broker of record is BENNIE INSURANCE, LLC.
What insurance carrier does FIRST HELP FINANCIAL use?
FIRST HELP FINANCIAL's benefit plan is written through UNITEDHEALTHCARE INSURANCE COMPANY, among 2 disclosed carriers.
When does FIRST HELP FINANCIAL's group plan renew?
The most recent Schedule A policy period for FIRST HELP FINANCIAL ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from FIRST HELP FINANCIAL's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.