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Form 5500 · Employee benefit plan · SAVAGE, MN

ROAD MACHINERY AND SUPPLIES CO

Public Form 5500 records show how ROAD MACHINERY AND SUPPLIES CO (SAVAGE, MN) structures its employee benefits. Its broker of record is MORGAN PLANNING GROUP LLC. Coverage is written through SUN LIFE ASSURANCE COMPANY OF CANADA and 1 other carrier. 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 41-0771349 · plan 502 · as of Jul 2026

Participants
376
Carriers on file
2
Disclosed commissions
$75,946
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
SUN LIFE ASSURANCE COMPANY OF CANADADental, Vision, Life, Disability369December$75,946
HEALTHPARTNERS INSURANCE COMPANYHealth530December$0

Questions

Who is ROAD MACHINERY AND SUPPLIES CO's benefits broker?

Per its most recent Form 5500 Schedule A, ROAD MACHINERY AND SUPPLIES CO's broker of record is MORGAN PLANNING GROUP LLC.

What insurance carrier does ROAD MACHINERY AND SUPPLIES CO use?

ROAD MACHINERY AND SUPPLIES CO's benefit plan is written through SUN LIFE ASSURANCE COMPANY OF CANADA, among 2 disclosed carriers.

When does ROAD MACHINERY AND SUPPLIES CO's group plan renew?

The most recent Schedule A policy period for ROAD MACHINERY AND SUPPLIES CO ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from ROAD MACHINERY AND SUPPLIES CO's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.