Form 5500 · Employee benefit plan · MEDINA, MN
THE WEALSHIRE LLC
THE WEALSHIRE LLC of MEDINA, 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 UNUM LIFE INSURANCE COMPANY OF AMERICA and 6 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 26-3304251 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Disability | 32 | December | $5,856 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life | 33 | December | $1,761 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life | 122 | December | $1,008 |
| EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO. | Vision | 130 | December | $994 |
| UNUM INSURANCE COMPANY | — | 33 | December | $461 |
| UNUM INSURANCE COMPANY | — | 11 | December | $110 |
| UNUM INSURANCE COMPANY | — | 23 | December | $103 |
Questions
Who is THE WEALSHIRE LLC's benefits broker?
Per its most recent Form 5500 Schedule A, THE WEALSHIRE LLC's broker of record is MARSH & MCLENNAN AGENCY LLC.
What insurance carrier does THE WEALSHIRE LLC use?
THE WEALSHIRE LLC's benefit plan is written through UNUM LIFE INSURANCE COMPANY OF AMERICA, among 7 disclosed carriers.
When does THE WEALSHIRE LLC's group plan renew?
The most recent Schedule A policy period for THE WEALSHIRE LLC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from THE WEALSHIRE LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.