Form 5500 · Employee benefit plan · EDINA, MN
5812 INVESTMENT GROUP, LLC
5812 INVESTMENT GROUP, LLC's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is USI INSURANCE SERVICES LLC. Coverage is written through BLUE CROSS AND BLUE SHIELD OF MINNESOTA AND BLUE PLUS and 4 other carriers. The plan's most recent policy period ended in April.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 83-4680113 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| BLUE CROSS AND BLUE SHIELD OF MINNESOTA AND BLUE PLUS | Health | 339 | April | $135,562 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Life, Disability | 353 | April | $15,663 |
| DELTA DENTAL OF MINNESOTA | Dental | 364 | April | $13,058 |
| VISION SERVICE PLAN | Vision | 213 | April | $2,211 |
| AMERICAN HEALTH HOLDING, INC. | Health | 251 | December | $1,417 |
Questions
Who is 5812 INVESTMENT GROUP, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, 5812 INVESTMENT GROUP, LLC's broker of record is USI INSURANCE SERVICES LLC.
What insurance carrier does 5812 INVESTMENT GROUP, LLC use?
5812 INVESTMENT GROUP, LLC's benefit plan is written through BLUE CROSS AND BLUE SHIELD OF MINNESOTA AND BLUE PLUS, among 5 disclosed carriers.
When does 5812 INVESTMENT GROUP, LLC's group plan renew?
The most recent Schedule A policy period for 5812 INVESTMENT GROUP, LLC ended in April. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from 5812 INVESTMENT GROUP, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.