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Form 5500 · Employee benefit plan · MINNEAPOLIS, MN

OUR FAMILY WIZARD, LLC.

The filing calls this plan OUR FAMILY WIZARD, LLC. LIFE AND AD&D PLAN.

OUR FAMILY WIZARD, LLC. of MINNEAPOLIS, MN files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is HAYS COMPANIES, INC.. Coverage is written through SUN LIFE ASSURANCE COMPANY OF CANADA. The plan's most recent policy period ended in December.

Benefits broker of record
HAYS COMPANIES, INC.
Insurance carrier
SUN LIFE ASSURANCE COMPANY OF CANADA
Policy year ends
Decemberas filed for plan year 2023

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 41-1993843 · plan 503 · plan year 2023, filed Jul 17, 2024

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How this plan is funded

Funding not settled by the filing

The filing does not report enough to settle how this plan pays for benefits.

All participants at the start of the year
120
Active at start of year
120
Active at end of year
126
Disclosed commissions
$584
Typical renewal
January 1

Benefits declared on this filing

Healthdeclared under plan 506
Dentaldeclared under plan 506
Visiondeclared under plan 506
Lifeinsured — SUN LIFE ASSURANCE COMPANY OF CANADA126 of 120 participants
Disabilitydeclared under plan 506

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

The filing discloses a single insured line, life, through SUN LIFE ASSURANCE COMPANY OF CANADA, covering 126 people.

Reported premium across the insured contracts is $3,887, with $584 in disclosed broker commissions — about 15% 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.

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsPremiumCommission
SUN LIFE ASSURANCE COMPANY OF CANADALife126Jan 1, 2024$3,887$584

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.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
OUR FAMILY WIZARD, LLC.
EIN 41-1993843

The plan administrator is from line 3a of the main form. We publish company names only.

Other plans filed by this employer

Our Family Wizard Wrap PlanInsured benefit plan · 4 Schedule A contractsRenews ~Jan 1Medical PlanInsured benefit plan · 1 Schedule A contractRenews ~Jan 1Dental PlanInsured benefit plan · 1 Schedule A contractRenews ~Jan 1Long Term Disability PlanInsured benefit plan · 1 Schedule A contractRenews ~Jan 1Short Term Disability PlanInsured benefit plan · 1 Schedule A contractRenews ~Jan 1401(K) PlanRetirement plan · 1 Schedule A contract

How this plan compares

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