Form 5500 · Employee benefit plan · ROCHESTER, MN
MAYO CLINIC
Public Form 5500 records show how MAYO CLINIC (ROCHESTER, MN) structures its employee benefits. Its broker of record is HERBERT LEWIS. Coverage is written through TALCOTT RESOLUTION LIFE INSURANCE COMPANY and 6 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 41-6011702 · plan 002 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| TALCOTT RESOLUTION LIFE INSURANCE COMPANY | — | 246 | December | $28,287 |
| VALIC | — | 222 | December | $337 |
| VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY | — | 1 | December | $7 |
| LINCOLN FINANCIAL GROUP | — | 780 | December | $0 |
| THE PRUDENTIAL INSURANCE COMPANY OF AMERICA | — | 206 | December | $0 |
| THE HARTFORD LIFE INSURANCE COMPANY | — | 1,970 | December | $0 |
| TIAA-CREF | — | 65,155 | December | $0 |
Questions
Who is MAYO CLINIC's benefits broker?
Per its most recent Form 5500 Schedule A, MAYO CLINIC's broker of record is HERBERT LEWIS.
What insurance carrier does MAYO CLINIC use?
MAYO CLINIC's benefit plan is written through TALCOTT RESOLUTION LIFE INSURANCE COMPANY, among 7 disclosed carriers.
When does MAYO CLINIC's group plan renew?
The most recent Schedule A policy period for MAYO CLINIC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from MAYO CLINIC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.