Form 5500 · Employee benefit plan · NEW HOPE, MN
CATHETER AND MEDICAL DESIGN LLC
The filing calls this plan CATHETHER & MEDICAL DESIGN, LLC H&W.
CATHETER AND MEDICAL DESIGN LLC of NEW HOPE, MN spreads its employee benefits across 4 insurance carriers, according to its Form 5500 Schedule A. Its broker of record is LOCKTON COMPANIES, LLC. Coverage is written through MEDICA INSURANCE COMPANY and 3 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 20-2529815 · plan 501 · plan year 2024, filed Oct 6, 2025
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How this plan is funded
Fully insured as reported
The filing reports medical coverage through an insurance contract on Schedule A, and no money paid for benefits by the plan itself.
Benefits declared on this filing
Also declared: death benefits.
Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.
Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.
Plan brief
Schedule A lists 4 insured contracts covering health, dental, vision, life and disability; the largest, with MEDICA INSURANCE COMPANY, covers 254 people.
Reported premium across the insured contracts is $3,142,673, with $129,499 in disclosed broker commissions — about 4.1% of premium.
The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.
LOCKTON COMPANIES, LLC is the broker of record on all 4 contracts.
4 carriers appear on the filing, including MEDICA INSURANCE COMPANY, UNITED OF OMAHA LIFE INSURANCE COMPANY, DELTA DENTAL OF MINNESOTA and HEALTH VENTURES NETWORK. MEDICA INSURANCE COMPANY writes the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| MEDICA INSURANCE COMPANY | Health | 254 | Jan 1, 2025 | $2,794,386 | $83,635 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Life, Disability | 302 | Jan 1, 2025 | $213,152 | $31,972 |
| DELTA DENTAL OF MINNESOTA | Dental | 233 | Jan 1, 2025 | $119,785 | $12,321 |
| HEALTH VENTURES NETWORK | Vision | 177 | Jan 1, 2025 | $15,350 | $1,571 |
Premium and claims on this contract
DELTA DENTAL OF MINNESOTA, contract 101896. For the contract year on this filing, the carrier reported $119,002 in premium earned and $66,837 in claims incurred. Dividing one by the other gives 56%.
- DELTA DENTAL OF MINNESOTA, contract 101896 reported $30,048 in retention.
Retention is what the carrier kept of the premium after claims, as reported: administration, commissions and other charges.
Only experience-rated contracts report these figures, so most filings leave them blank.
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
Administrator and service providers
The plan administrator is from line 3a of the main form. We publish company names only.
Reported to OSHA
Reported to OSHA for 2025: 99 employees, 2 recordable cases, 5 days away from work.
Source: OSHA Injury Tracking Application establishment data, 2025.
Other plans filed by this employer
How this plan compares
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