Form 5500 · Employee benefit plan · DULUTH, MN
ALLETE, INC.
ALLETE, INC.'s employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is LOCKTON COMPANIES, LLC. Coverage is written through SUN LIFE ASSURANCE COMPANY OF CANADA and 4 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 41-0418150 · plan 599 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| SUN LIFE ASSURANCE COMPANY OF CANADA | Life, Disability | 2,410 | December | $118,630 |
| TOKIO MARINE HCC | Stop-loss | 1,183 | December | $55,858 |
| UNITED BEHAVIORAL HEALTH DBA OPTUM | — | 1,363 | December | $22,955 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | — | 8 | December | $64 |
| PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | Life | 1 | December | $15 |
Questions
Who is ALLETE, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, ALLETE, INC.'s broker of record is LOCKTON COMPANIES, LLC.
What insurance carrier does ALLETE, INC. use?
ALLETE, INC.'s benefit plan is written through SUN LIFE ASSURANCE COMPANY OF CANADA, among 5 disclosed carriers.
When does ALLETE, INC.'s group plan renew?
The most recent Schedule A policy period for ALLETE, INC. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from ALLETE, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.