Form 5500 · Employee benefit plan · WINONA, MN
MERCHANTS FINANCIAL GROUP, INC.
Public Form 5500 records show how MERCHANTS FINANCIAL GROUP, INC. (WINONA, MN) structures its employee benefits. Its broker of record is MARSH & MCLENNAN AGENCY LLC. Coverage is written through DELTA DENTAL OF MINNESOTA and 5 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 41-1504721 · plan 530 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| DELTA DENTAL OF MINNESOTA | Dental | 586 | December | $14,808 |
| LINCOLN NATIONAL LIFE INSURANCE COMPANY | Disability | 345 | December | $11,363 |
| LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life | 199 | December | $11,149 |
| LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | 133 | December | $3,203 |
| LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life | 346 | December | $2,602 |
| VISION SERVICE PLAN | Vision | 176 | December | $1,266 |
Questions
Who is MERCHANTS FINANCIAL GROUP, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, MERCHANTS FINANCIAL GROUP, INC.'s broker of record is MARSH & MCLENNAN AGENCY LLC.
What insurance carrier does MERCHANTS FINANCIAL GROUP, INC. use?
MERCHANTS FINANCIAL GROUP, INC.'s benefit plan is written through DELTA DENTAL OF MINNESOTA, among 6 disclosed carriers.
When does MERCHANTS FINANCIAL GROUP, INC.'s group plan renew?
The most recent Schedule A policy period for MERCHANTS FINANCIAL GROUP, INC. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from MERCHANTS FINANCIAL GROUP, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.