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

HALEY & ALDRICH, INC.

EIN 04-2295689-environmental services-Latest filing 2025
Plans
2
Retirement
1
$283.2M assets
Welfare
1
$1.4M premiums
Participants
2,446
70 BLANCHARD ROAD, STE 204 - BURLINGTON, MA 01803617-886-7400haleyaldrich.comLinkedIn501-1000 employeesenvironmental services
Plans on this EIN
2 filings
#001401k-$283.2M - 1,362 part#502Mixed-$1.4M - 1,074 lives

Benefits portfolio analytics

1 plan / $1.4M premiums / 1,074 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.0M
  • Life$850K
  • Long-term disability$850K
  • Health$256K
  • Vision$77K
Total $1.4M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
62%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA62%
  • HAWAII MEDICAL SERVICE ASSOCIATION19%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA10%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY6%
  • METROPOLITAN LIFE INSURANCE COMPANY3%
  • +1 more
Total $1.4M6 slices

Broker market share

Schedule A broker compensation

Split broker
94%top
  • BROWN & BROWN INSURANCE SERVICES94%
  • AGIS NETWORK INSURANCE SERVICE6%
  • REUBEN WARNER ASSOCIATES, INC.0%
Total $181K3 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$1.4M
Covered lives1,074
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$1.4M1,0742025
Retirement plans
Welfare plans
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