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Form 5500 · Employee benefit plan · FARGO, ND

R.D. OFFUTT COMPANY

R.D. OFFUTT COMPANY of FARGO, ND files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is FREESTONE FINANCIAL, LLC. Coverage is written through RELIASTAR LIFE INSURANCE COMPANY and 3 other carriers. 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 81-4124511 · plan 504 · as of Aug 2026

Participants
4,902
Carriers on file
5
Disclosed commissions
$579,301
Renewal month
December

Plan brief

Schedule A lists 5 insured contracts covering health, vision, life and disability; the largest, with RELIASTAR LIFE INSURANCE COMPANY, covers 7,119 people.

Reported premium across the insured contracts is $7,301,146, with $579,301 in disclosed broker commissions — about 7.9% 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.

FREESTONE FINANCIAL, LLC is the broker of record on 1 of the 5 contracts; the rest name a different broker or none.

4 carriers appear on the filing — RELIASTAR LIFE INSURANCE COMPANY, KAISER FOUNDATION HEALTH PLAN, INC., VISION SERVICE PLAN and MEDIEXCEL HEALTH PLAN — with RELIASTAR LIFE INSURANCE COMPANY writing the largest contract by premium.

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsPremiumCommission
RELIASTAR LIFE INSURANCE COMPANYLife, Disability7,119December$4,352,991$484,637
VISION SERVICE PLANVision3,059December$852,298$85,275
MEDIEXCEL HEALTH PLANHealth100December$187,772$9,389
KAISER FOUNDATION HEALTH PLAN, INC.Health60December$491,667$0
KAISER FOUNDATION HEALTH PLAN, INC.Health186December$1,416,418$0

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