Plan Ledger DOL Form 5500 · updated monthly

Needham & Company LLCbenefits

Needham & Company LLC Health & Welfare Plan · NEW YORK, NY · plan year 2025

Broker compensation reported · 2025
$75,765

Needham & Company LLC's benefits plans covered 141 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits. Insurance brokers and agents were paid $75,765 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $537 per covered person, in the top quarter of employer plans that report broker pay. Broker pay fell 56% from $171,214 in 2024.

Insurance contracts · 20253
UNITEDHEALTHCARE INSURANCE COMPANY · healthpremiums n/a · 166 covered
UNITEDHEALTHCARE INSURANCE COMPANY · dental visionpremiums n/a · 135 covered
METROPOLITAN LIFE INSURANCE COMPANY · life std ltdpremiums n/a · 197 covered
Brokers & agents paid · 20252
GALLAGHER BENEFIT SERVICES INC$18,372 · incl $5,880 fees
Also brokered by Gallagher5
Prisma Health SC$2,123,789

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 133255839 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.