Form 5500 · Employee benefit plan · BURLINGTON, MA
HALEY & ALDRICH, INC.
HALEY & ALDRICH, INC. of BURLINGTON, MA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. 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 Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| SUN LIFE ASSURANCE COMPANY OF CANADA | Life, Disability | 927 | December | $105,133 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | — | 988 | December | $16,048 |
| METROPOLITAN GENERAL INSURANCE COMPANY | — | 143 | December | $3,251 |
| HMSA | Health | 57 | June | $0 |
| METROPOLITAN LIFE INSURANCE COMPANY | Vision | 624 | December | $0 |
| FEDERAL INSURANCE COMPANY | — | 1,048 | December | $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.