Form 5500 · Employee benefit plan · MINNEAPOLIS, MN
ADOLFSON AND PETERSON, INC.
ADOLFSON AND PETERSON, INC.'s employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is AON RISK INSURANCE SERVICES WEST. Coverage is written through THE LINCOLN NATIONAL LIFE INSURANCE COMPANY and 7 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 41-0731300 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life | 204 | December | $13,056 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Disability | 564 | December | $11,933 |
| UNITEDHEALTHCARE INSURANCE COMPANY | — | 670 | December | $11,076 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | 564 | December | $8,850 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life | 564 | December | $4,860 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | 174 | December | $1,535 |
| NIVATI | — | 564 | December | $0 |
| UNITEDHEALTHCARE INSURANCE COMPANY | Vision | 1,128 | December | $0 |
Questions
Who is ADOLFSON AND PETERSON, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, ADOLFSON AND PETERSON, INC.'s broker of record is AON RISK INSURANCE SERVICES WEST.
What insurance carrier does ADOLFSON AND PETERSON, INC. use?
ADOLFSON AND PETERSON, INC.'s benefit plan is written through THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, among 8 disclosed carriers.
When does ADOLFSON AND PETERSON, INC.'s group plan renew?
The most recent Schedule A policy period for ADOLFSON AND PETERSON, INC. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from ADOLFSON AND PETERSON, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.