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Form 5500 · Employee benefit plan · FLORENCE, KY

MAZAK CORPORATION

The filing calls this plan MAZAK CORPORATION HEALTH & BENEFITS PLAN.

MAZAK CORPORATION of FLORENCE, KY is a 863-participant manufacturing employer whose group benefits are disclosed in its annual Form 5500 filing. Its broker of record is USI INSURANCE SERVICES LLC. Coverage is written through RELIASTAR LIFE INSURANCE COMPANY and 4 other carriers. The plan's most recent policy period ended in March.

Benefits broker of record
Policy year ends
Marchas filed for plan year 2026

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 11-2161864 · plan 501 · plan year 2026, filed Sep 18, 2026

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

33 other employer plans in Kentucky have policy years ending in March. See the full list on the renewal calendar, or ask for it in Claude or ChatGPT.

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
863
Active at start of year
863
Active at end of year
927
Disclosed commissions
$139,400
Typical renewal
April 1

Benefits declared on this filing

Healthdeclared, no contract here says it covers this
Dentaldeclared, no contract here says it covers this
Visioninsured — UNITEDHEALTHCARE INSURANCE COMPANY1,663 of 863 participants
Lifeinsured — RELIASTAR LIFE INSURANCE COMPANY1,574 of 863 participants
Disabilityinsured — RELIASTAR LIFE INSURANCE COMPANY1,574 of 863 participants on the largest contract

2 contracts on this filing do not say which benefits they cover, so a line above may be insured by one of them.

Also declared: death benefits, prepaid legal, 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.

Where a line has more than one insured contract, the carrier and the covered figure are the largest contract's by premium. The contracts are not added up: a pharmacy carve-out and the medical carrier beside it cover the same people.

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 5 insured contracts covering vision, life and disability; the largest, with RELIASTAR LIFE INSURANCE COMPANY, covers 1,574 people.

The filing declares vision, life, disability, health and dental. Health and dental appear with no insured contract on Schedule A. That coverage may be self-funded, placed with a carrier that is not on this filing, or written on one of the 2 contracts here that do not say what they cover.

Reported premium across the insured contracts is $1,354,846, with $139,400 in disclosed broker commissions — about 10% of premium.

The most recent policy period ended in March, and the plan year ends March 31. Group contracts typically renew on that annual cycle.

USI INSURANCE SERVICES LLC is the broker of record on 1 of the 5 contracts; the rest name a different broker or none.

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsPremiumCommission
RELIASTAR LIFE INSURANCE COMPANYLife, Disability1,574Apr 1, 2026$1,253,167$137,317
PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD—58Apr 1, 2026$12,383$1,453
SHELTERPOINT LIFE INSURANCE COMPANYDisability10Apr 1, 2026$3,945$630
UNITEDHEALTHCARE INSURANCE COMPANYVision1,663Apr 1, 2026$85,351$0
FEDERAL INSURANCE COMPANY—864Oct 31, 2025—$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.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
MAZAK CORPORATION
EIN 11-2161864

The plan administrator is from line 3a of the main form. We publish company names only.

Reported to OSHA

Reported to OSHA for 2025: 938 employees, 14 recordable cases, 43 days away from work.

EmployeesThe company's own average for the year
938
Hours worked
2,055,556
Recordable cases
14
Days away from work
43
Establishments filed under this EIN
6

Source: OSHA Injury Tracking Application establishment data, 2025.

Other plans filed by this employer

How this plan compares

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Renewal calendar

33 other employer plans in Kentucky are April 1 renewals (policy year ends March).

Their policy years end in March, like this plan’s, so most renew April 1. The calendar lists every insured group by renewal date and state, with broker of record, carrier and disclosed commission. You can preview the five largest in each month for free.

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