Form 5500 · Employee benefit plan · ROSEVILLE, MN
PRESBYTERIAN HOMES & SERVICES
The filing calls this plan PRESBYTERIAN HOMES & SERVICES HEALTH AND WELFARE BENEFIT PLAN.
PRESBYTERIAN HOMES & SERVICES of ROSEVILLE, MN insures health, vision, life and disability coverage for its employees, per Schedule A of its Form 5500. Its broker of record is LOCKTON COMPANIES, LLC. Coverage is written through SYMETRA LIFE INSURANCE COMPANY and 1 other carrier. The plan's most recent policy period ended in June.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 41-0758756 · plan 501 · plan year 2025, filed Apr 10, 2026
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74 other employer plans in Minnesota have policy years ending in June. See the full list on the renewal calendar, or ask for it in Claude or ChatGPT.
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.
Benefits declared on this filing
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.
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 3 insured contracts covering health, vision, life and disability; the largest, with SYMETRA LIFE INSURANCE COMPANY, covers 2,446 people.
The filing declares health, vision, life, disability and dental. Dental appears with no insured contract on Schedule A. That coverage may be self-funded, or placed with a carrier that is not on this filing.
Reported premium across the insured contracts is $1,760,856, with $418,030 in disclosed broker commissions — about 24% of premium.
The most recent policy period ended in June, and the plan year ends June 30. Group contracts typically renew on that annual cycle.
LOCKTON COMPANIES, LLC is the broker of record on all 3 contracts.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| SYMETRA LIFE INSURANCE COMPANY | Life, Disability | 2,446 | Jul 1, 2025 | $911,363 | $227,841 |
| SYMETRA LIFE INSURANCE COMPANY | Health | 5,747 | Jul 1, 2025 | $649,341 | $170,331 |
| HEALTH VENTURES NETWORK | Vision | 3,592 | Jul 1, 2025 | $200,152 | $19,858 |
Premium and claims on this contract
HEALTH VENTURES NETWORK, contract V62230. For the contract year on this filing, the carrier reported $199,936 in premium earned and $665 in claims incurred. Dividing one by the other gives 0%.
- HEALTH VENTURES NETWORK, contract V62230 reported $69,578 in retention.
Retention is what the carrier kept of the premium after claims, as reported: administration, commissions and other charges.
Only experience-rated contracts report these figures, so most filings leave them blank.
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
74 other employer plans in Minnesota are July 1 renewals (policy year ends June).
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