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Form 5500 · Employee benefit plan · MINNEAPOLIS, MN

OUR FAMILY WIZARD, LLC.

Public Form 5500 records show how OUR FAMILY WIZARD, LLC. (MINNEAPOLIS, MN) structures its employee benefits. 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
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 41-1993843 · plan 505 · as of Jul 2026

Participants
120
Carriers on file
1
Disclosed commissions
$4,138
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
SUN LIFE ASSURANCE COMPANY OF CANADADisability126December$4,138

Questions

Who is OUR FAMILY WIZARD, LLC.'s benefits broker?

Per its most recent Form 5500 Schedule A, OUR FAMILY WIZARD, LLC.'s broker of record is HAYS COMPANIES, INC..

What insurance carrier does OUR FAMILY WIZARD, LLC. use?

OUR FAMILY WIZARD, LLC.'s benefit plan is written through SUN LIFE ASSURANCE COMPANY OF CANADA.

When does OUR FAMILY WIZARD, LLC.'s group plan renew?

The most recent Schedule A policy period for OUR FAMILY WIZARD, LLC. ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from OUR FAMILY WIZARD, LLC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.