Form 5500 · Employee benefit plan · CHANHASSEN, MN
THE BERNARD GROUP
THE BERNARD GROUP of CHANHASSEN, 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 8 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 41-1944077 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| HEALTHPARTNERS, INC. | Dental | 1,200 | December | $178,697 |
| EYEMED | Vision | 825 | December | $6,347 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | 122 | December | $3,574 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | 166 | December | $2,122 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | 917 | December | $0 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Disability | 917 | December | $0 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life | 339 | December | $0 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life | 339 | December | $0 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life | 917 | December | $0 |
Questions
Who is THE BERNARD GROUP's benefits broker?
Per its most recent Form 5500 Schedule A, THE BERNARD GROUP's broker of record is MARSH & MCLENNAN AGENCY LLC.
What insurance carrier does THE BERNARD GROUP use?
THE BERNARD GROUP's benefit plan is written through HEALTHPARTNERS, INC., among 9 disclosed carriers.
When does THE BERNARD GROUP's group plan renew?
The most recent Schedule A policy period for THE BERNARD GROUP ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from THE BERNARD GROUP's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.