Form 5500 · Employee benefit plan · NEWTON, MA
SIEGAL & SONS INVESTMENTS
SIEGAL & SONS INVESTMENTS of NEWTON, MA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is THE BALDWIN GROUP SOUTHEAST LLC. Coverage is written through HARVARD PILGRIM HEALTH CARE and 4 other carriers. The plan's most recent policy period ended in May.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 04-3223700 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| HARVARD PILGRIM HEALTH CARE | Health | 34 | May | $5,916 |
| ALTUS DENTAL INSURANCE COMPANY, INC. | Dental, Vision | 336 | May | $5,893 |
| EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | Life, Disability | 119 | December | $3,345 |
| PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | Life | 34 | May | $1,012 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | — | 31 | May | $487 |
Questions
Who is SIEGAL & SONS INVESTMENTS's benefits broker?
Per its most recent Form 5500 Schedule A, SIEGAL & SONS INVESTMENTS's broker of record is THE BALDWIN GROUP SOUTHEAST LLC.
What insurance carrier does SIEGAL & SONS INVESTMENTS use?
SIEGAL & SONS INVESTMENTS's benefit plan is written through HARVARD PILGRIM HEALTH CARE, among 5 disclosed carriers.
When does SIEGAL & SONS INVESTMENTS's group plan renew?
The most recent Schedule A policy period for SIEGAL & SONS INVESTMENTS ended in May. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from SIEGAL & SONS INVESTMENTS's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.