Form 5500 · Employee benefit plan · MISHAWAKA, IN
HOOSIER INVESTMENTS, LLC
Public Form 5500 records show how HOOSIER INVESTMENTS, LLC (MISHAWAKA, IN) structures its employee benefits. Its broker of record is MARSH & MCLENNAN AGENCY LLC. Coverage is written through NATIONWIDE LIFE INSURANCE COMPANY and 10 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 38-4029979 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| NATIONWIDE LIFE INSURANCE COMPANY | Stop-loss | 217 | July | $4,531 |
| AMERITAS LIFE INSURANCE CORP | Dental, Vision | 209 | July | $3,340 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Dental | 80 | December | $2,362 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Disability | 24 | December | $2,224 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | 38 | December | $1,932 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life | 63 | December | $1,701 |
| AMERICAN FINANCIAL SECURITY LIFE INSURANCE COMPANY | — | 217 | July | $1,301 |
| EYEMED | Vision | 101 | December | $856 |
| CRUM & FORSTER | — | 217 | July | $201 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | Health | 96 | December | $0 |
| AMERICAN HEALTH HOLDING | — | 1 | July | $0 |
Questions
Who is HOOSIER INVESTMENTS, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, HOOSIER INVESTMENTS, LLC's broker of record is MARSH & MCLENNAN AGENCY LLC.
What insurance carrier does HOOSIER INVESTMENTS, LLC use?
HOOSIER INVESTMENTS, LLC's benefit plan is written through NATIONWIDE LIFE INSURANCE COMPANY, among 11 disclosed carriers.
When does HOOSIER INVESTMENTS, LLC's group plan renew?
The most recent Schedule A policy period for HOOSIER INVESTMENTS, LLC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from HOOSIER INVESTMENTS, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.