Form 5500 · Employee benefit plan · NEW YORK, NY
LOCALITY, INC.
Public Form 5500 records show how LOCALITY, INC. of NEW YORK, NY, a professional services employer, structures its employee benefits. Its broker of record is GALLAGHER BENEFIT SERVICES, INC.. Coverage is written through AETNA LIFE INSURANCE COMPANY and 4 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 84-3710544 · plan 501 · as of Aug 2026
Plan brief
Schedule A lists 5 insured contracts covering health, dental, vision, life and disability; the largest, with AETNA LIFE INSURANCE COMPANY, covers 443 people.
Reported premium across the insured contracts is $4,929,987, with $26,053 in disclosed broker commissions — about 0.5% of premium.
The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.
GALLAGHER BENEFIT SERVICES, INC. is the broker of record on 2 of the 5 contracts; the rest name a different broker or none.
5 carriers appear on the filing — AETNA LIFE INSURANCE COMPANY, LINCOLN LIFE AND ANNUITY COMPANY OF NEW YORK, KAISER FOUNDATION HEALTH PLAN OF GEORGIA, INC. and KAISER FOUNDATION HEALTH PLAN, INC. among them — with AETNA LIFE INSURANCE COMPANY writing the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| AETNA LIFE INSURANCE COMPANY | Health, Dental | 443 | December | $4,408,744 | $13,364 |
| LINCOLN LIFE AND ANNUITY COMPANY OF NEW YORK | Life, Disability | 224 | December | $364,956 | $12,689 |
| KAISER FOUNDATION HEALTH PLAN OF GEORGIA, INC. | Health | 12 | December | $64,977 | $0 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 5 | December | $57,265 | $0 |
| VISION SERVICE PLAN | Vision | 186 | December | $34,045 | $0 |
More employer plans in New York — largest plans, brokers, carriers and renewal months.