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Sponsor portfolioWelfare / HealthEIN 04-2295689
HALEY & ALDRICH, INC.
70 BLANCHARD ROAD · BURLINGTON, MA 01803
6178867400
- Plans filed
- 1
- Years active
- 2015–2025
- Industry
- NAICS 54
- Latest filing
- 2025
Total premiums (latest)
$1.4M
No prior year
Persons covered
1,074
No prior year
Total participants
1,084
No prior year
Plans filed
1
No prior year
Plans under this sponsor
1 plan
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Other | $1.0M | 33.7% | |
| Life | $850K | 27.7% | |
| Long-term disability | $850K | 27.7% | |
| Health | $256K | 8.3% | |
| Vision | $77K | 2.5% |
Carrier overview
6 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 381082080 | LLTDOth | $850K | 62.2% | 1 | 1 | 999 |
EIN 990040115 | H | $256K | 18.7% | 1 | 1 | 53 |
EIN 010278678 | Oth | $141K | 10.3% | 1 | 1 | 999 |
EIN 430949844 | V | $77K | 5.6% | 1 | 1 | 641 |
EIN 222342710 | Oth | $38K | 2.8% | 1 | 1 | 140 |
EIN 131963496 | Oth | $4K | 0.3% | 1 | 1 | 1,074 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| BROWN & BROWN INSURANCE SERVICES | BOSTON, MA | FEDERAL INSURANCE COMPANY, METROPOLITAN GENERAL INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA, SUN LIFE ASSURANCE COMPANY OF CANADA | $157K | $12K | $169K | 93.7% | 1 |
| AGIS NETWORK INSURANCE SERVICE | BOSTON, MA | UNUM LIFE INSURANCE COMPANY OF AMERICA | $11K | $0 | $11K | 5.9% | 1 |
| REUBEN WARNER ASSOCIATES, INC. | STATEN ISLAND, NY | FEDERAL INSURANCE COMPANY | $854 | $0 | $854 | 0.5% | 1 |
History & trajectory
11 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.
Policy details
Latest year, by plan