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Form 5500 · Employee benefit plan · ROCKVILLE, MD

THE DONALDSON GROUP

THE DONALDSON GROUP's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is THE MELTZER GROUP, INC.. Coverage is written through UNITEDHEALTHCARE INSURANCE COMPANY 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 52-2135284 · plan 507 · as of Jul 2026

Participants
181
Carriers on file
2
Disclosed commissions
$14,127
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
UNITEDHEALTHCARE INSURANCE COMPANYLife, Disability205December$10,584
UNITEDHEALTHCARE INSURANCE COMPANYHealth, Dental, Vision206December$3,543

Questions

Who is THE DONALDSON GROUP's benefits broker?

Per its most recent Form 5500 Schedule A, THE DONALDSON GROUP's broker of record is THE MELTZER GROUP, INC..

What insurance carrier does THE DONALDSON GROUP use?

THE DONALDSON GROUP's benefit plan is written through UNITEDHEALTHCARE INSURANCE COMPANY, among 2 disclosed carriers.

When does THE DONALDSON GROUP's group plan renew?

The most recent Schedule A policy period for THE DONALDSON 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 DONALDSON GROUP's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.