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Form 5500 · Employee benefit plan · MINNETONKA, MN

THE MOSCOE GROUP

The filing calls this plan THE MOSCOE GROUP WELFARE BENEFIT PLAN.

THE MOSCOE GROUP of MINNETONKA, MN files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is DATTILO CONSULTING, INC.. Coverage is written through ALLINA HEALTH AND AETNA INSURANCE and 2 other carriers. 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 41-0879573 · plan 501 · plan year 2025, filed Apr 29, 2026

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How this plan is funded

Fully insured as reported

The filing reports medical coverage through an insurance contract on Schedule A, and no money paid for benefits by the plan itself.

All participants at the start of the year
127
Active at start of year
127
Active at end of year
126
Disclosed commissions
$66,772
Typical renewal
January 1

Benefits declared on this filing

Healthinsured — ALLINA HEALTH AND AETNA INSURANCE193 of 127 participants on the largest contract
Dentalinsured — UNITED OF OMAHA LIFE INSURANCE COMPANY126 of 127 participants (99%)
Visioninsured — UNITED OF OMAHA LIFE INSURANCE COMPANY126 of 127 participants (99%)
Lifeinsured — UNITED OF OMAHA LIFE INSURANCE COMPANY126 of 127 participants (99%)
Disabilityinsured — UNITED OF OMAHA LIFE INSURANCE COMPANY126 of 127 participants (99%)

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.

Where a line has more than one insured contract, the carrier and the covered figure are the largest contract's by premium. The contracts are not added up: a pharmacy carve-out and the medical carrier beside it cover the same people.

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 3 insured contracts covering health, dental, vision, life and disability; the largest, with ALLINA HEALTH AND AETNA INSURANCE, covers 193 people.

Reported premium across the insured contracts is $1,736,698, with $66,772 in disclosed broker commissions — about 3.8% 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.

DATTILO CONSULTING, INC. is the broker of record on all 3 contracts.

3 carriers appear on the filing, including ALLINA HEALTH AND AETNA INSURANCE, UNITED OF OMAHA LIFE INSURANCE COMPANY and AETNA LIFE INSURANCE COMPANY. ALLINA HEALTH AND AETNA INSURANCE writes the largest contract by premium.

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsPremiumCommission
ALLINA HEALTH AND AETNA INSURANCEHealth193Jan 1, 2026$1,503,442$42,517
UNITED OF OMAHA LIFE INSURANCE COMPANYDental, Vision, Life, Disability126Jan 1, 2026$158,854$22,146
AETNA LIFE INSURANCE COMPANYHealth10Jan 1, 2026$74,402$2,109

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

Other plans filed by this employer

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