Form 5500 · Employee benefit plan · BURLINGTON, MA
HALEY & ALDRICH, INC.
The filing calls this plan HALEY & ALDRICH EMPLOYEE BENEFIT PLAN.
HALEY & ALDRICH, INC. of BURLINGTON, MA insures health, vision, life and disability coverage for its employees, per Schedule A of its Form 5500. Its broker of record is BROWN & BROWN INSURANCE SERVICES IN. Coverage is written through SUN LIFE ASSURANCE COMPANY OF CANADA and 5 other carriers. The plan's most recent policy period ended in June.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 04-2295689 · plan 502 · plan year 2025, filed Jul 20, 2026
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278 other employer plans in Massachusetts have policy years ending in June. See the full list on the renewal calendar, or ask for it in Claude or ChatGPT.
How this plan is funded
Both, as reported
The medical insurance contracts on the filing cover fewer than half the people in the plan, so the rest is paid another way.
A stop-loss policy appears on a Form 5500 only when the plan itself is the beneficiary, or the premiums are paid from plan money. Many employers buy stop-loss and never report it here. So a plan with no stop-loss on its filing may still have it.
Benefits declared on this filing
Health: HMSA covers 53 of 1,051 participants (5%) on Schedule A.
3 contracts on this filing do not say which benefits they cover, so a line above may be insured by one of them.
Also declared: prepaid legal, death benefits, other welfare.
Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.
Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.
Plan brief
Schedule A lists 6 insured contracts covering health, vision, life and disability; the largest, with SUN LIFE ASSURANCE COMPANY OF CANADA, covers 999 people.
The filing declares health, vision, life, disability and dental. Dental appears with no insured contract on Schedule A. That coverage may be self-funded, placed with a carrier that is not on this filing, or written on one of the 3 contracts here that do not say what they cover.
Reported premium across the insured contracts is $1,365,466, with $168,909 in disclosed broker commissions — about 12% of premium.
The health contract's policy period ended in June, while at least one ancillary line's policy period ended in December. The plan is on a split renewal cycle.
BROWN & BROWN INSURANCE SERVICES IN is the broker of record on 1 of the 6 contracts; the rest name a different broker or none.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| SUN LIFE ASSURANCE COMPANY OF CANADA | Life, Disability | 999 | Jan 1, 2026 | $849,970 | $142,447 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | — | 999 | Jan 1, 2026 | $141,323 | $21,198 |
| METROPOLITAN GENERAL INSURANCE COMPANY | — | 140 | Jan 1, 2026 | $37,688 | $3,769 |
| FEDERAL INSURANCE COMPANY | — | 1,074 | Jan 1, 2026 | $4,271 | $1,495 |
| HMSA | Health | 53 | Jul 1, 2025 | $255,624 | $0 |
| FIDELITY SECURITY LIFE INSURANCE COMPANY | Vision | 641 | Jan 1, 2026 | $76,590 | $0 |
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
Administrator and service providers
The plan administrator is from line 3a of the main form. We publish company names only.
Other plans filed by this employer
How this plan compares
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Renewal calendar
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