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  1. Companies/
  2. HALEY & ALDRICH, INC.
Sponsor portfolioTH

HALEY & ALDRICH, INC.

EIN 04-2295689-environmental services-Latest filing 2024
Plans
2
Retirement
1
$283.2M assets
Welfare
1
$1.3M premiums
Participants
2,413
70 BLANCHARD ROAD SUITE 430 - BURLINGTON, MA 018035100781-685-2115haleyaldrich.comLinkedIn501-1000 employeesenvironmental services
Plans on this EIN
2 filings
#001401k-$283.2M - 1,362 part#502Mixed-$1.3M - 1,048 lives

Benefits portfolio analytics

1 plan / $1.3M premiums / 1,048 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$956K
  • Life$820K
  • Long-term disability$820K
  • Health$264K
  • Vision$85K
Total $1.3M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
63%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA63%
  • HAWAII MEDICAL SERVICE ASSOCIATION20%
  • METROPOLITAN LIFE INSURANCE COMPANY9%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA8%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Total $1.3M5 slices

Broker market share

Schedule A broker compensation

Split broker
92%top
  • BROWN AND BROWN OF FLORIDA, INC.92%
  • STRATEGIC NON-MEDICAL SOLUTION6%
  • HAYS COMPANIES, INC.2%
  • REUBEN WARNER ASSOCIATES, INC.0%
Total $135K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

HALEY & ALDRICH, INC. DISCRETIONARY PROFIT SHARING & 401(K) PLAN

401k

Assets$283.2M
Participants1,362
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

HALEY & ALDRICH EMPLOYEE BENEFIT PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$1.3M
Covered lives1,048
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HALEY & ALDRICH, INC. DISCRETIONARY PROFIT SHARING & 401(K) PLAN401k$283.2M1,3622024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502HALEY & ALDRICH EMPLOYEE BENEFIT PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$1.3M1,0482024
Retirement plans
Welfare plans
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