Form 5500 · Employee benefit plan · LINCOLN, NE
NATIONAL ARBOR DAY FOUNDATION
NATIONAL ARBOR DAY FOUNDATION of LINCOLN, NE spreads its employee benefits across 3 insurance carriers, according to its Form 5500 Schedule A. Its broker of record is LOCKTON COMPANIES, LLC. Coverage is written through PRINCIPAL LIFE INSURANCE COMPANY and 2 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 23-7169265 · plan 502 · as of Aug 2026
Plan brief
Schedule A lists 3 insured contracts covering dental, vision, life and disability; the largest, with PRINCIPAL LIFE INSURANCE COMPANY, covers 351 people.
Reported premium across the insured contracts is $368,400, with $19,586 in disclosed broker commissions — about 5.3% 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.
LOCKTON COMPANIES, LLC is the broker of record on all 3 contracts.
3 carriers appear on the filing — PRINCIPAL LIFE INSURANCE COMPANY, AMERITAS LIFE INSURANCE CORP. and ZURICH AMERICAN INSURANCE COMPANY — with PRINCIPAL LIFE INSURANCE COMPANY writing the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Life, Disability | 351 | December | $188,246 | $13,545 |
| AMERITAS LIFE INSURANCE CORP. | Dental, Vision | 378 | December | $178,272 | $5,665 |
| ZURICH AMERICAN INSURANCE COMPANY | — | 258 | December | $1,882 | $376 |
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