Form 5500 · Employee benefit plan · COON RAPIDS, MN
THE JOHN ROBERTS COMPANY
THE JOHN ROBERTS COMPANY's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is MARSH & MCLENNAN AGENCY LLC. Coverage is written through UNITED OF OMAHA LIFE INSURANCE COMPANY and 2 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 41-0763427 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Life, Disability | 182 | December | $8,852 |
| FIDELITY SECURITY LIFE INSURANCE COMPANY | Vision | 113 | December | $470 |
| MEDICA INSURANCE COMPANY | Health | 237 | December | $0 |
Questions
Who is THE JOHN ROBERTS COMPANY's benefits broker?
Per its most recent Form 5500 Schedule A, THE JOHN ROBERTS COMPANY's broker of record is MARSH & MCLENNAN AGENCY LLC.
What insurance carrier does THE JOHN ROBERTS COMPANY use?
THE JOHN ROBERTS COMPANY's benefit plan is written through UNITED OF OMAHA LIFE INSURANCE COMPANY, among 3 disclosed carriers.
When does THE JOHN ROBERTS COMPANY's group plan renew?
The most recent Schedule A policy period for THE JOHN ROBERTS COMPANY ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from THE JOHN ROBERTS COMPANY's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.