Form 5500 · Employee benefit plan · MINNEAPOLIS, MN
MOSS & BARNETT, A PROFESSIONAL ASSOCIATION
The filing calls this plan MOSS & BARNETT BENEFITS PLAN.
MOSS & BARNETT, A PROFESSIONAL ASSOCIATION of MINNEAPOLIS, MN insures health, vision, life and disability coverage for its employees, per Schedule A of its Form 5500. Its broker of record is BROWN & BROWN INS. SERVICES, INC.. Coverage is written through BLUE CROSS AND BLUE SHIELD OF MINNESOTA AND BLUE PLUS and 3 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 41-0943845 · plan 589 · plan year 2025, filed Jun 16, 2026
Get an email when this employer files a new Form 5500, and again about four months before its plan renews.
How this plan is funded
Fully insured as reported
The filing reports medical coverage through an insurance contract on Schedule A, and no money paid for benefits by the plan itself.
Benefits declared on this filing
One contract on this filing does not say which benefits it covers, so a line above may be insured by it.
Also declared: death benefits.
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.
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 4 insured contracts covering health, vision, life and disability; the largest, with BLUE CROSS AND BLUE SHIELD OF MINNESOTA AND BLUE PLUS, covers 156 people.
The filing declares health, vision, life, disability and dental. Dental appears 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 the contract here that does not say what it covers.
Reported premium across the insured contracts is $2,406,101, with $52,748 in disclosed broker commissions — about 2.2% of premium.
The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.
BROWN & BROWN INS. SERVICES, INC. is the broker of record on 3 of the 4 contracts; the rest name a different broker or none.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| BLUE CROSS AND BLUE SHIELD OF MINNESOTA AND BLUE PLUS | Health | 156 | Jan 1, 2026 | $2,275,082 | $37,470 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | Life, Disability | 79 | Jan 1, 2026 | $112,964 | $13,555 |
| VISION SERVICE PLAN | Vision | 58 | Jan 1, 2026 | $10,453 | $1,254 |
| UNUM INSURANCE COMPANY | — | 18 | Jan 1, 2026 | $7,602 | $469 |
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.
Administrator and service providers
The plan administrator is from line 3a of the main form. We publish company names only.
Other plans filed by this employer
How this plan compares
Subscribers see how this compares with similar plans in Minnesota. A subscription also adds this plan's filing history and the renewal calendar for its state. See plans and prices
Without an account you can open 10 employer, broker and carrier pages a day, including through an AI assistant, and 50 a day with a free account. Paid plans are what keep these records free to read.
More employer plans in Minnesota — largest plans, brokers, carriers and renewal months.