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Form 5500 · Employee benefit plan · NEEDHAM, MA

NEEDHAM BANK

NEEDHAM BANK's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is THE HILB GROUP OF NEW ENGLAND LLC. Coverage is written through UNUM LIFE INSURANCE COMPANY OF AMERICA and 1 other carrier. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 84-3556185 · plan 501 · as of Jul 2026

Participants
354
Carriers on file
2
Disclosed commissions
$11,211
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
UNUM LIFE INSURANCE COMPANY OF AMERICA342December$9,067
EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICALife, Disability349January$2,144

Questions

Who is NEEDHAM BANK's benefits broker?

Per its most recent Form 5500 Schedule A, NEEDHAM BANK's broker of record is THE HILB GROUP OF NEW ENGLAND LLC.

What insurance carrier does NEEDHAM BANK use?

NEEDHAM BANK's benefit plan is written through UNUM LIFE INSURANCE COMPANY OF AMERICA, among 2 disclosed carriers.

When does NEEDHAM BANK's group plan renew?

The most recent Schedule A policy period for NEEDHAM BANK ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

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