Form 5500 · Employee benefit plan · MINNEAPOLIS, MN
FAIRVIEW HEALTH SERVICES
The filing calls this plan FAIRVIEW HEALTH SERVICES WELFARE BENEFIT PLAN.
FAIRVIEW HEALTH SERVICES of MINNEAPOLIS, MN is a 24,958-participant health care and social assistance employer — a large group whose insured benefits are disclosed on Schedule A of its Form 5500. Its broker of record is LOCKTON COMPANIES, LLC. Coverage is written through UNUM LIFE INSURANCE COMPANY OF AMERICA and 3 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 41-0991680 · plan 531 · plan year 2025, filed Sep 14, 2026
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1,865 other employer plans in Minnesota have policy years ending in December. See the full list on the renewal calendar, or ask for it in Claude or ChatGPT.
How this plan is funded
Funding not settled by the filing
The filing does not report enough to settle how this plan pays for benefits.
Benefits declared on this filing
Also declared: prepaid legal, 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, vision, life and disability; the largest, with UNUM LIFE INSURANCE COMPANY OF AMERICA, covers 23,983 people.
Reported premium across the insured contracts is $16,846,346, with $735,528 in disclosed broker commissions — about 4.4% 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 2 of the 4 contracts; the rest name a different broker or none.
4 carriers appear on the filing, including UNUM LIFE INSURANCE COMPANY OF AMERICA, UNUM INSURANCE COMPANY, VISION SERVICE PLAN and ARAG INSURANCE COMPANY. UNUM LIFE INSURANCE COMPANY OF AMERICA writes the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| UNUM INSURANCE COMPANY | Health | 8,144 | Jan 1, 2026 | $2,247,607 | $408,220 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life, Disability | 23,983 | Jan 1, 2026 | $13,634,944 | $296,534 |
| VISION SERVICE PLAN | Vision | 13,956 | Jan 1, 2026 | $943,160 | $28,091 |
| ARAG INSURANCE COMPANY | — | 168 | Jan 1, 2026 | $20,635 | $2,683 |
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: 37,959 employees, 139 recordable cases, 1,437 days away from work.
Source: OSHA Injury Tracking Application establishment data, 2025.
One establishment filed under this EIN is left out of these figures: the hours and employees it reported could not both be right.
Other plans filed by this employer
How this plan compares
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Renewal calendar
1,865 other employer plans in Minnesota are January 1 renewals (policy year ends December).
Their policy years end in December, like this plan’s, so most renew January 1. The calendar lists every insured group by renewal date and state, with broker of record, carrier and disclosed commission. You can preview the five largest in each month for free.
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