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Form 5500 · Employee benefit plan · ROSEVILLE, MN

PRESBYTERIAN HOMES & SERVICES

Public Form 5500 records show how PRESBYTERIAN HOMES & SERVICES (ROSEVILLE, MN) structures its employee benefits. Its broker of record is LOCKTON COMPANIES, LLC. Coverage is written through SYMETRA LIFE INSURANCE COMPANY and 2 other carriers. The plan's most recent policy period ended in June.

Benefits broker of record
Plan renews
June

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 41-0758756 · plan 501 · as of Jul 2026

Participants
3,368
Carriers on file
3
Disclosed commissions
$418,030
Renewal month
June

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
SYMETRA LIFE INSURANCE COMPANYLife, Disability2,446June$227,841
SYMETRA LIFE INSURANCE COMPANY5,747June$170,331
HEALTH VENTURES NETWORKVision3,592June$19,858

Questions

Who is PRESBYTERIAN HOMES & SERVICES's benefits broker?

Per its most recent Form 5500 Schedule A, PRESBYTERIAN HOMES & SERVICES's broker of record is LOCKTON COMPANIES, LLC.

What insurance carrier does PRESBYTERIAN HOMES & SERVICES use?

PRESBYTERIAN HOMES & SERVICES's benefit plan is written through SYMETRA LIFE INSURANCE COMPANY, among 3 disclosed carriers.

When does PRESBYTERIAN HOMES & SERVICES's group plan renew?

The most recent Schedule A policy period for PRESBYTERIAN HOMES & SERVICES ended in June. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from PRESBYTERIAN HOMES & SERVICES's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.