Form 5500 · Employee benefit plan · NEEDHAM, MA
NEEDHAM BANK
Public Form 5500 records show how NEEDHAM BANK (NEEDHAM, MA) structures its employee benefits. Its broker of record is MASS FINANCIAL SVCS INS AGENCY, INC. Coverage is written through VISION SERVICE PLAN INSURANCE. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 84-3556185 · plan 508 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| VISION SERVICE PLAN INSURANCE | Vision | 252 | December | $2,233 |
Questions
Who is NEEDHAM BANK's benefits broker?
Per its most recent Form 5500 Schedule A, NEEDHAM BANK's broker of record is MASS FINANCIAL SVCS INS AGENCY, INC.
What insurance carrier does NEEDHAM BANK use?
NEEDHAM BANK's benefit plan is written through VISION SERVICE PLAN INSURANCE.
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.