Form 5500 · Employee benefit plan · SEATTLE, WA
LINDBLAD EXPEDITIONS
LINDBLAD EXPEDITIONS's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is USI INSURANCE SERVICES NORTHWEST. Coverage is written through SUN LIFE ASSURANCE COMPANY OF CANADA and 1 other carrier. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 13-2991368 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| SUN LIFE ASSURANCE COMPANY OF CANADA | Life, Disability | 605 | December | $55,256 |
| UNITED BEHAVIORAL HEALTH DBA OPTUM | — | 632 | December | $0 |
Questions
Who is LINDBLAD EXPEDITIONS's benefits broker?
Per its most recent Form 5500 Schedule A, LINDBLAD EXPEDITIONS's broker of record is USI INSURANCE SERVICES NORTHWEST.
What insurance carrier does LINDBLAD EXPEDITIONS use?
LINDBLAD EXPEDITIONS's benefit plan is written through SUN LIFE ASSURANCE COMPANY OF CANADA, among 2 disclosed carriers.
When does LINDBLAD EXPEDITIONS's group plan renew?
The most recent Schedule A policy period for LINDBLAD EXPEDITIONS ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from LINDBLAD EXPEDITIONS's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.