Form 5500 · Employee benefit plan · ROCHESTER, MN
SMITH SCHAFER & ASSOCIATES LTD
SMITH SCHAFER & ASSOCIATES LTD's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is USI INSURANCE SERVICES LLC. Coverage is written through PRINCIPAL LIFE INSURANCE COMPANY. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 41-1706228 · plan 502 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Dental, Vision, Life, Disability | 183 | December | $14,713 |
Questions
Who is SMITH SCHAFER & ASSOCIATES LTD's benefits broker?
Per its most recent Form 5500 Schedule A, SMITH SCHAFER & ASSOCIATES LTD's broker of record is USI INSURANCE SERVICES LLC.
What insurance carrier does SMITH SCHAFER & ASSOCIATES LTD use?
SMITH SCHAFER & ASSOCIATES LTD's benefit plan is written through PRINCIPAL LIFE INSURANCE COMPANY.
When does SMITH SCHAFER & ASSOCIATES LTD's group plan renew?
The most recent Schedule A policy period for SMITH SCHAFER & ASSOCIATES LTD ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from SMITH SCHAFER & ASSOCIATES LTD's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.