Form 5500 · Employee benefit plan · CHICAGO, IL
MORNINGSTAR, INC.
MORNINGSTAR, INC. of CHICAGO, IL files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is GALLAGHER BENEFIT SERVICES. Coverage is written through UNUM LIFE INSURANCE COMPANY OF AMERICA and 3 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 36-3297908 · plan 502 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life, Disability | 7,946 | December | $163,596 |
| UNITEDHEALTHCARE INSURANCE COMPANY | — | 1,410 | December | $54,374 |
| VISION SERVICE PLAN | Vision | 2,239 | December | $0 |
| TELUS HEALTH US LTD. | — | 3,426 | December | $0 |
Questions
Who is MORNINGSTAR, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, MORNINGSTAR, INC.'s broker of record is GALLAGHER BENEFIT SERVICES.
What insurance carrier does MORNINGSTAR, INC. use?
MORNINGSTAR, INC.'s benefit plan is written through UNUM LIFE INSURANCE COMPANY OF AMERICA, among 4 disclosed carriers.
When does MORNINGSTAR, INC.'s group plan renew?
The most recent Schedule A policy period for MORNINGSTAR, INC. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from MORNINGSTAR, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.