Plan Ledger DOL Form 5500 · updated monthly

Haley & Aldrich, Inc.benefits

Haley & Aldrich Employee Benefit Plan · BURLINGTON, MA · plan year 2025

Broker compensation reported · 2025
$180,853

Haley & Aldrich, Inc.'s benefits plans covered 1,074 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $180,853 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $168 per covered person, below the median for employer plans that report broker pay. Broker pay rose 34% from $135,197 in 2024.

Insurance contracts · 20256
HMSA · healthpremiums n/a · 53 covered
UNUM LIFE INSURANCE COMPANY OF AMERICApremiums n/a · 999 covered
FIDELITY SECURITY LIFE INSURANCE COMPANY · visionpremiums n/a · 641 covered
FEDERAL INSURANCE COMPANYpremiums n/a · 1,074 covered
SUN LIFE ASSURANCE COMPANY OF CANADA · life ltdpremiums n/a · 999 covered
METROPOLITAN GENERAL INSURANCE COMPANYpremiums n/a · 140 covered
Brokers & agents paid · 20256
BROWN & BROWN INSURANCE SERVICES IN$154,096 · incl $11,649 fees
AGIS NETWORK INSURANCE SERVICE$10,599
BROWN & BROWN INSURANCE SERVICES, I$4,064 · incl $295 fees
Also brokered by Brown & Brown5
Mayo Clinic MN$2,113,920
Srm Concrete, LLC TN$1,393,063

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 042295689 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.