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Form 5500 · Employee benefit plan · NILES, MI

MODINEER INVESTMENTS, LLC

Public Form 5500 records show how MODINEER INVESTMENTS, LLC (NILES, MI) structures its employee benefits. Its broker of record is MARSH & MCLENNAN AGENCY LLC. Coverage is written through THE LINCOLN NATIONAL LIFE INSURANCE COMPANY and 2 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 83-2318850 · plan 502 · as of Jul 2026

Participants
879
Carriers on file
3
Disclosed commissions
$33,823
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY436December$17,547
VISION SERVICE PLANVision607December$8,153
THE LINCOLN NATIONAL LIFE INSURANCE COMPANYLife1,033December$8,123

Questions

Who is MODINEER INVESTMENTS, LLC's benefits broker?

Per its most recent Form 5500 Schedule A, MODINEER INVESTMENTS, LLC's broker of record is MARSH & MCLENNAN AGENCY LLC.

What insurance carrier does MODINEER INVESTMENTS, LLC use?

MODINEER INVESTMENTS, LLC's benefit plan is written through THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, among 3 disclosed carriers.

When does MODINEER INVESTMENTS, LLC's group plan renew?

The most recent Schedule A policy period for MODINEER INVESTMENTS, LLC ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from MODINEER INVESTMENTS, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.