Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$4.3M
- Life$200K
- Short-term disability$200K
- Long-term disability$200K
- Other$200K
- Dental$179K
- +1 more
Sponsor portfolioTH
NEEDHAM & COMPANY LLC
EIN 13-3255839investment bankingLatest filing 2025
Plans
2
Retirement
1
$90.3M assets
Welfare
1
$4.7M premiums
Participants
427
250 PARK AVE, 10TH FLOOR - NEW YORK, NY 10177212-371-8300needhamco.comLinkedIn51-200 employeesinvestment banking
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $4.7M premiums / 197 covered livesCarrier market share
Premium dollars by Schedule A carrier
96%top
- UNITEDHEALTHCARE INSURANCE COMPANY96%
- METROPOLITAN LIFE INSURANCE COMPANY4%
Broker market share
Schedule A broker compensation
100%top
- GALLAGHER BENEFIT SERVICES, INC.100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
NEEDHAM & COMPANY, LLC 401(K) PLAN
401k
Assets$90.3M
Participants286
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
NEEDHAM & COMPANY LLC HEALTH & WELFARE PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$4.7M
Covered lives197
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | NEEDHAM & COMPANY, LLC 401(K) PLAN | 401k | $90.3M | 286 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | NEEDHAM & COMPANY LLC HEALTH & WELFARE PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $4.7M | 197 | 2025 |
Retirement plans
Welfare plans