Form 5500 · Employee benefit plan · EAST CLEVELAND, OH
THE MCGREGOR FOUNDATION
THE MCGREGOR FOUNDATION'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 THE LINCOLN NATIONAL LIFE INSURANCE COMPANY and 1 other carrier. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 34-0714356 · plan 502 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life, Disability | 385 | December | $22,266 |
| UNITEDHEALTHCARE INSURANCE COMPANY | Dental, Vision | 263 | December | $984 |
Questions
Who is THE MCGREGOR FOUNDATION's benefits broker?
Per its most recent Form 5500 Schedule A, THE MCGREGOR FOUNDATION's broker of record is USI INSURANCE SERVICES LLC.
What insurance carrier does THE MCGREGOR FOUNDATION use?
THE MCGREGOR FOUNDATION's benefit plan is written through THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, among 2 disclosed carriers.
When does THE MCGREGOR FOUNDATION's group plan renew?
The most recent Schedule A policy period for THE MCGREGOR FOUNDATION ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from THE MCGREGOR FOUNDATION's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.