Form 5500 · Employee benefit plan · EDINA, MN
TRADITION CAPITAL BANK
TRADITION CAPITAL BANK'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 BLUE CROSS BLUE SHIELD OF MINNESOTA. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 20-3063093 · plan 503 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF MINNESOTA | Health | 257 | December | $65,298 |
Questions
Who is TRADITION CAPITAL BANK's benefits broker?
Per its most recent Form 5500 Schedule A, TRADITION CAPITAL BANK's broker of record is MARSH & MCLENNAN AGENCY LLC.
What insurance carrier does TRADITION CAPITAL BANK use?
TRADITION CAPITAL BANK's benefit plan is written through BLUE CROSS BLUE SHIELD OF MINNESOTA.
When does TRADITION CAPITAL BANK's group plan renew?
The most recent Schedule A policy period for TRADITION CAPITAL BANK ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from TRADITION CAPITAL BANK's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.