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Form 5500 · Employee benefit plan · PORT JEFFERSON STATION, NY

KLD ASSOCIATES, INC.

KLD ASSOCIATES, INC. of PORT JEFFERSON STATION, NY files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is THE HILB GROUP OF NEW YORK LLC. Coverage is written through UNITEDHEALTHCARE INSURANCE COMPANY and 1 other carrier. The plan's most recent policy period ended in November.

Benefits broker of record
Plan renews
November

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 11-2233459 · plan 501 · as of Jul 2026

Participants
162
Carriers on file
2
Disclosed commissions
$127,957
Renewal month
November

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
UNITEDHEALTHCARE INSURANCE COMPANYHealth74November$97,655
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICADental, Vision, Life, Disability200November$30,302

Questions

Who is KLD ASSOCIATES, INC.'s benefits broker?

Per its most recent Form 5500 Schedule A, KLD ASSOCIATES, INC.'s broker of record is THE HILB GROUP OF NEW YORK LLC.

What insurance carrier does KLD ASSOCIATES, INC. use?

KLD ASSOCIATES, INC.'s benefit plan is written through UNITEDHEALTHCARE INSURANCE COMPANY, among 2 disclosed carriers.

When does KLD ASSOCIATES, INC.'s group plan renew?

The most recent Schedule A policy period for KLD ASSOCIATES, INC. ended in November. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from KLD ASSOCIATES, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.