Form 5500 · Employee benefit plan · ST. PETER, MN
SCHOLARSHIP AMERICA, INC.
SCHOLARSHIP AMERICA, INC. of ST. PETER, MN files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is MARSH & MCLENNAN AGENCY LLC. Coverage is written through HEALTHPARTNERS, INC. and 4 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 04-2296967 · plan 502 · as of Aug 2026
Plan brief
Schedule A lists 8 insured contracts covering dental, vision, life and disability; the largest, with HEALTHPARTNERS, INC., covers 216 people.
Reported premium across the insured contracts is $191,003, with $10,369 in disclosed broker commissions — about 5.4% 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.
MARSH & MCLENNAN AGENCY LLC is the broker of record on 6 of the 8 contracts; the rest name a different broker or none.
5 carriers appear on the filing — HEALTHPARTNERS, INC., UNUM LIFE INSURANCE COMPANY OF AMERICA, VISION SERVICE PLAN and UNUM INSURANCE COMPANY among them — with HEALTHPARTNERS, INC. writing the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life, Disability | 172 | December | $32,037 | $5,253 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life | 50 | December | $17,536 | $2,900 |
| VISION SERVICE PLAN | Vision | 91 | December | $11,318 | $910 |
| UNUM INSURANCE COMPANY | — | 20 | December | $4,003 | $364 |
| UNUM INSURANCE COMPANY | — | 35 | December | $3,944 | $359 |
| UNUM INSURANCE COMPANY | — | 16 | December | $3,794 | $343 |
| PRE-PAID LEGAL SERVICES INC. DBA LEGALSHIELD | — | 10 | December | $2,426 | $240 |
| HEALTHPARTNERS, INC. | Dental | 216 | December | $115,945 | $0 |
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