form5500lookup

Form 5500 · Employee benefit plan · MASON CITY, IA

MASON CITY CLINIC

The filing calls this plan MASON CITY CLINIC LONG TERM DISABILITY.

Public Form 5500 records show how MASON CITY CLINIC of MASON CITY, IA, a health care and social assistance employer, structures its employee benefits. Its broker of record is DODGE PARTNERS INSURANCE. Coverage is written through THE LINCOLN NATIONAL LIFE INSURANCE COMPANY.

Benefits broker of record
DODGE PARTNERS INSURANCE
Insurance carrier
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Policy year ends
—

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 42-1009288 · plan 502 · plan year 2026, filed Jul 17, 2026

Get an email when this employer files a new Form 5500, and again about four months before its plan renews.

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.

All participants at the start of the year
221
Active at start of year
221
Active at end of year
60
Disclosed commissions
$1,005
Typical renewal
—

Benefits declared on this filing

Healthdeclared under plan 506
Dentaldeclared under plan 507
Visiondeclared under plan 508
Lifedeclared under plan 503
Disabilityinsured — THE LINCOLN NATIONAL LIFE INSURANCE COMPANY60 of 221 participants (27%)

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

The filing discloses a single insured line, disability, through THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, covering 60 people.

Reported premium across the insured contracts is $67,034, with $1,005 in disclosed broker commissions — about 1.5% of premium.

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsPremiumCommission
THE LINCOLN NATIONAL LIFE INSURANCE COMPANYDisability60—$67,034$1,005

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.

See the filing at the Department of Labor

Other plans filed by this employer

Health InsuranceInsured benefit plan · 1 Schedule A contractRenews ~Jan 1Long Term CareInsured benefit plan · 1 Schedule A contractRenews ~May 1Short Term DisabilityInsured benefit plan · 1 Schedule A contractRenews ~Jan 1VisionInsured benefit plan · 1 Schedule A contractRenews ~Jan 1Life And A&DInsured benefit plan · 1 Schedule A contractRenews ~Jul 1DentalInsured benefit plan · 1 Schedule A contractRenews ~Feb 1plan 002Form 5500 filing · no insured Schedule A contracts

How this plan compares

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