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Form 5500 · Employee benefit plan · MORRIS, MN

ST. FRANCIS HEALTH SERVICES OF MORRIS

The filing calls this plan ST. FRANCIS HEALTH SERVICES EMPLOYEE HEALTH AND WELFARE PLAN.

Public Form 5500 records show how ST. FRANCIS HEALTH SERVICES OF MORRIS of MORRIS, MN, a health care and social assistance employer, structures its employee benefits. Its broker of record is DIGITAL INSURANCE INC.. Coverage is written through UNITED OF OMAHA LIFE INSURANCE COMPANY. The plan's most recent policy period ended in December.

Benefits broker of record
Policy year ends
Decemberas filed for plan year 2025

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 41-1484416 · plan 501 · plan year 2025, filed Jun 26, 2026

Get an email when this employer files a new Form 5500, and again about four months before its plan renews.

1,865 other employer plans in Minnesota have policy years ending in December. See the full list on the renewal calendar, or ask for it in Claude or ChatGPT.

How this plan is funded

Self-funded as reported

The filing names a third-party administrator on Schedule A and reports no medical premium.

A stop-loss policy appears on a Form 5500 only when the plan itself is the beneficiary, or the premiums are paid from plan money. Many employers buy stop-loss and never report it here. So a plan with no stop-loss on its filing may still have it.

All participants at the start of the year
1,082
Active at start of year
1,082
Active at end of year
1,179
Disclosed commissions
$141,348
Typical renewal
January 1

Benefits declared on this filing

Healthdeclared, not on Schedule A
Dentalinsured — UNITED OF OMAHA LIFE INSURANCE COMPANY1,001 of 1,082 participants (93%)
Visioninsured — UNITED OF OMAHA LIFE INSURANCE COMPANY1,001 of 1,082 participants (93%)
Lifeinsured — UNITED OF OMAHA LIFE INSURANCE COMPANY1,001 of 1,082 participants (93%)
Disabilityinsured — UNITED OF OMAHA LIFE INSURANCE COMPANY1,001 of 1,082 participants (93%)

Also declared: death benefits.

Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.

Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.

Plan brief

Schedule A lists 1 insured contract covering dental, vision, life and disability; the largest, with UNITED OF OMAHA LIFE INSURANCE COMPANY, covers 1,001 people.

The filing declares dental, vision, life, disability and health. Health appears with no insured contract on Schedule A. That coverage may be self-funded, or placed with a carrier that is not on this filing.

Reported premium across the insured contracts is $1,030,093, with $141,348 in disclosed broker commissions — about 14% 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.

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsPremiumCommission
UNITED OF OMAHA LIFE INSURANCE COMPANYDental, Vision, Life, Disability1,001Jan 1, 2026$1,030,093$141,348

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
ST. FRANCIS HEALTH SERVICES OF MORRIS
EIN 41-1484416

The plan administrator is from line 3a of the main form. We publish company names only.

Other plans filed by this employer

How this plan compares

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Renewal calendar

1,865 other employer plans in Minnesota are January 1 renewals (policy year ends December).

Their policy years end in December, like this plan’s, so most renew January 1. The calendar lists every insured group by renewal date and state, with broker of record, carrier and disclosed commission. You can preview the five largest in each month for free.

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