Form 5500 · Employee benefit plan · BURLINGTON, MA
HALEY & ALDRICH, INC.
Public Form 5500 records show how HALEY & ALDRICH, INC. (BURLINGTON, MA) structures its employee benefits. 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 · as of Aug 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| SUN LIFE ASSURANCE COMPANY OF CANADA | Life, Disability | 999 | December | $849,970 | $142,447 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | — | 999 | December | $141,323 | $21,198 |
| METROPOLITAN GENERAL INSURANCE COMPANY | — | 140 | December | $37,688 | $3,769 |
| FEDERAL INSURANCE COMPANY | — | 1,074 | December | $4,271 | $1,495 |
| HMSA | Health | 53 | June | $255,624 | $0 |
| FIDELITY SECURITY LIFE INSURANCE COMPANY | Vision | 641 | December | $76,590 | $0 |
Questions
Who is HALEY & ALDRICH, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, HALEY & ALDRICH, INC.'s broker of record is BROWN & BROWN INSURANCE SERVICES IN.
What insurance carrier does HALEY & ALDRICH, INC. use?
HALEY & ALDRICH, INC.'s benefit plan is written through SUN LIFE ASSURANCE COMPANY OF CANADA, among 6 disclosed carriers.
When does HALEY & ALDRICH, INC.'s group plan renew?
The most recent Schedule A policy period for HALEY & ALDRICH, INC. ended in June. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from HALEY & ALDRICH, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.