Benefits broker of record · MINNEAPOLIS, MN
DAVID J. MEANS
DAVID J. MEANS of MINNEAPOLIS, MN is named as the broker of record on 6 insurance contracts in public Form 5500 Schedule A filings.
6 contracts on file name DAVID J. MEANS as broker of record. The full book with premiums and commissions is on the subscriber view of this page, or through the Form5500Lookup connector for ChatGPT and Claude.
Book profile
DAVID J. MEANS brokers 6 insured contracts for 6 employers, across 6 states, led by IA, MI, MO.
The book is entirely disability coverage.
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY writes the most contracts in the book (5, about 83%); THE LINCOLN NATIONAL LIFE INSURANCE COMPANY follow.
Renewals concentrate on January 1: 100% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.
Contracts in the book, by the carrier that writes them. Largest first.
Counted by each employer's own state. Largest first.
Contracts by line.
disability 4
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
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Clients on file
| Employer | Location | Carrier | Renews |
|---|---|---|---|
| HOLZER HEALTH SYSTEM | GALLIPOLIS, OH | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | Jan 1FY2025 |
| MORRISON-MAIERLE, INC. | HELENA, MT | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Jan 1FY2024 |
| WESTERN CONSTRUCTION GROUP, INC. | ST. LOUIS, MO | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | Jan 1FY2025 |
| UNION BANK AND TRUST COMPANY | LINCOLN, NE | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | Jan 1FY2025 |
| LUTHERAN HOMES OF MICHIGAN, INC | SAGINAW, MI | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANYAnnuity / GIC | —FY2024 |
more employer in DAVID J. MEANS's book
See the full client list with carriers, renewal dates, and disclosed commissions — plus the renewal calendar and export.
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan years 2024–2025 on this page)
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