Form 5500 · Employee benefit plan · MINNETONKA, MN
RELATE, INC.
Public Form 5500 records show how RELATE, INC. (MINNETONKA, MN) structures its employee benefits. Its broker of record is MARSH & MCLENNAN AGENCY LLC. Coverage is written through UNUM LIFE INSURANCE COMPANY OF AMERICA. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 41-0993494 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life, Disability | 113 | December | $10,131 |
Questions
Who is RELATE, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, RELATE, INC.'s broker of record is MARSH & MCLENNAN AGENCY LLC.
What insurance carrier does RELATE, INC. use?
RELATE, INC.'s benefit plan is written through UNUM LIFE INSURANCE COMPANY OF AMERICA.
When does RELATE, INC.'s group plan renew?
The most recent Schedule A policy period for RELATE, INC. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from RELATE, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.