Form 5500 · Employee benefit plan · SIOUX FALLS, SD
PATHWARD, NATIONAL ASSOCIATION
PATHWARD, NATIONAL ASSOCIATION's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is USI INSURANCE SERVICES LLC. Coverage is written through LIFE INSURANCE COMPANY OF NORTH AMERICA and 3 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 42-0747941 · plan 502 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| LIFE INSURANCE COMPANY OF NORTH AMERICA | Life, Disability | 1,161 | December | $150,903 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | — | 1,161 | December | $31,164 |
| METROPOLITAN LIFE INSURANCE COMPANY | Vision | 1,555 | December | $10,865 |
| CONNECTIONS EAP | — | 1,219 | November | $0 |
Questions
Who is PATHWARD, NATIONAL ASSOCIATION's benefits broker?
Per its most recent Form 5500 Schedule A, PATHWARD, NATIONAL ASSOCIATION's broker of record is USI INSURANCE SERVICES LLC.
What insurance carrier does PATHWARD, NATIONAL ASSOCIATION use?
PATHWARD, NATIONAL ASSOCIATION's benefit plan is written through LIFE INSURANCE COMPANY OF NORTH AMERICA, among 4 disclosed carriers.
When does PATHWARD, NATIONAL ASSOCIATION's group plan renew?
The most recent Schedule A policy period for PATHWARD, NATIONAL ASSOCIATION ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from PATHWARD, NATIONAL ASSOCIATION's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.