Form 5500 · Employee benefit plan · EDINA, MN
NATIONAL MENTOR HOLDINGS, LLC
The filing calls this plan SEVITA WELFARE BENEFITS PLAN.
NATIONAL MENTOR HOLDINGS, LLC of EDINA, MN is a 31,307-participant health care and social assistance employer — a large group whose insured benefits are disclosed on Schedule A of its Form 5500. Its broker of record is WILLIS TOWERS WATSON US LLC. Coverage is written through RELIASTAR LIFE INSURANCE COMPANY and 9 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 04-3250732 · plan 501 · plan year 2025, filed Sep 24, 2026
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1,865 other employer plans in Minnesota have policy years ending in December. See the full list on the renewal calendar, or ask for it in Claude or ChatGPT.
How this plan is funded
Both, as reported
The medical insurance contracts on the filing cover fewer than half the people in the plan, so the rest is paid another way.
A stop-loss policy appears on a Form 5500 only when the plan itself is the beneficiary, or the premiums are paid from plan money. Many employers buy stop-loss and never report it here. So a plan with no stop-loss on its filing may still have it.
Benefits declared on this filing
Health: the largest of the 6 insured health contracts, with KAISER FOUNDATION HEALTH PLAN, INC., covers 561 of 31,307 participants (1.8%) on Schedule A.
Vision: the largest of the 2 insured vision contracts, with UNITEDHEALTHCARE INSURANCE COMPANY, covers 2,758 of 31,307 participants (8.8%) on Schedule A.
Also declared: death benefits, other welfare.
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.
Where a line has more than one insured contract, the carrier and the covered figure are the largest contract's by premium. The contracts are not added up: a pharmacy carve-out and the medical carrier beside it cover the same people.
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 15 insured contracts covering health, dental, vision, life and disability; the largest, with RELIASTAR LIFE INSURANCE COMPANY, covers 10,784 people.
Reported premium across the insured contracts is $24,545,664, with $926,669 in disclosed broker commissions — about 3.8% 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.
WILLIS TOWERS WATSON US LLC is the broker of record on 12 of the 15 contracts; the rest name a different broker or none.
10 carriers appear on the filing, including RELIASTAR LIFE INSURANCE COMPANY, KAISER FOUNDATION HEALTH PLAN, INC., DELTA DENTAL OF MASSACHUSETTS and METROPOLITAN LIFE INSURANCE COMPANY. RELIASTAR LIFE INSURANCE COMPANY writes the largest contract by premium.
Schedule A insurance contracts
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
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Renewal calendar
1,865 other employer plans in Minnesota are January 1 renewals (policy year ends December).
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