Form 5500 · Employee benefit plan · NEW YORK, NY
NEEDHAM & COMPANY LLC
Public Form 5500 records show how NEEDHAM & COMPANY LLC (NEW YORK, NY) structures its employee benefits. Its broker of record is GALLAGHER BENEFIT SERVICES. Coverage is written through UNITEDHEALTHCARE INSURANCE COMPANY and 2 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 13-3255839 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| UNITEDHEALTHCARE INSURANCE COMPANY | Health | 336 | December | $144,358 |
| UNITEDHEALTHCARE INSURANCE COMPANY | Dental, Vision | 285 | May | $10,906 |
| METROPOLITAN LIFE INSURANCE COMPANY | Life, Disability | 189 | December | $10,397 |
Questions
Who is NEEDHAM & COMPANY LLC's benefits broker?
Per its most recent Form 5500 Schedule A, NEEDHAM & COMPANY LLC's broker of record is GALLAGHER BENEFIT SERVICES.
What insurance carrier does NEEDHAM & COMPANY LLC use?
NEEDHAM & COMPANY LLC's benefit plan is written through UNITEDHEALTHCARE INSURANCE COMPANY, among 3 disclosed carriers.
When does NEEDHAM & COMPANY LLC's group plan renew?
The most recent Schedule A policy period for NEEDHAM & COMPANY LLC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from NEEDHAM & COMPANY LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.