Form 5500 · Employee benefit plan · DES MOINES, IA
IOWA BEVERAGE SYSTEMS, INC.
The filing calls this plan IOWA BEVERAGE SYSTEMS, INC. HEALTH AND WELFARE PLAN.
IOWA BEVERAGE SYSTEMS, INC. of DES MOINES, IA is a 360-participant wholesale trade employer whose group benefits are disclosed in its annual Form 5500 filing. Its broker of record is TRUENORTH COMPANIES L C. Coverage is written through WELLMARK HEALTH PLAN OF IOWA and 1 other carrier. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 42-1315877 · plan 501 · plan year 2024, filed Jul 27, 2025
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810 other employer plans in Iowa 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
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, other welfare.
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 2 insured contracts covering health, dental, vision, life and disability; the largest, with WELLMARK HEALTH PLAN OF IOWA, covers 189 people.
Reported premium across the insured contracts is $1,464,757, with $18,765 in disclosed broker commissions — about 1.3% 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.
TRUENORTH COMPANIES L C is the broker of record on 1 of the 2 contracts; the rest name a different broker or none.
Two carriers split the book: WELLMARK HEALTH PLAN OF IOWA and SUN LIFE ASSURANCE COMPANY OF CANADA.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| SUN LIFE ASSURANCE COMPANY OF CANADA | Dental, Vision, Life, Disability | 341 | Jan 1, 2025 | $183,118 | $18,765 |
| WELLMARK HEALTH PLAN OF IOWA | Health | 189 | Jan 1, 2025 | $1,281,639 | $0 |
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: 363 employees, 16 recordable cases, 172 days away from work.
Source: OSHA Injury Tracking Application establishment data, 2025.
Other plans filed by this employer
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Renewal calendar
810 other employer plans in Iowa are January 1 renewals (policy year ends December).
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