Form 5500 · Employee benefit plan · MINNEAPOLIS, MN
JEFFERSON PARTNERS
JEFFERSON PARTNERS's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is MARSH & MCLENNAN AGENCY LLC. Coverage is written through MEDICA INSURANCE COMPANY and 8 other carriers. The plan's most recent policy period ended in May.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 41-1724174 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| MEDICA INSURANCE COMPANY | Health | 121 | May | $17,107 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Disability | 106 | June | $4,145 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Life | 104 | June | $1,784 |
| HEALTHPARTNERS | Dental | 115 | May | $1,410 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Life | 22 | June | $1,206 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | — | 19 | June | $1,046 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | — | 50 | June | $942 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | — | 31 | June | $842 |
| EYEMED | Vision | 93 | May | $792 |
Questions
Who is JEFFERSON PARTNERS's benefits broker?
Per its most recent Form 5500 Schedule A, JEFFERSON PARTNERS's broker of record is MARSH & MCLENNAN AGENCY LLC.
What insurance carrier does JEFFERSON PARTNERS use?
JEFFERSON PARTNERS's benefit plan is written through MEDICA INSURANCE COMPANY, among 9 disclosed carriers.
When does JEFFERSON PARTNERS's group plan renew?
The most recent Schedule A policy period for JEFFERSON PARTNERS ended in May. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from JEFFERSON PARTNERS's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.