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Form 5500 · Employee benefit plan · SAINT PAUL, MN

UNIVERSITY FINANCIAL CORP. DBA SUNRISE BANKS

Public Form 5500 records show how UNIVERSITY FINANCIAL CORP. DBA SUNRISE BANKS (SAINT PAUL, MN) structures its employee benefits. Its broker of record is USI INSURANCE SERVICES LLC. Coverage is written through MEDICA INSURANCE COMPANY and 2 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Insurance carrier
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 41-1557799 · plan 501 · as of Jul 2026

Participants
338
Carriers on file
3
Disclosed commissions
$188,856
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
MEDICA INSURANCE COMPANYHealth473December$141,972
LIFE INSURANCE COMPANY OF NORTH AMERICALife, Disability357December$40,157
EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO.Vision395December$6,727

Questions

Who is UNIVERSITY FINANCIAL CORP. DBA SUNRISE BANKS's benefits broker?

Per its most recent Form 5500 Schedule A, UNIVERSITY FINANCIAL CORP. DBA SUNRISE BANKS's broker of record is USI INSURANCE SERVICES LLC.

What insurance carrier does UNIVERSITY FINANCIAL CORP. DBA SUNRISE BANKS use?

UNIVERSITY FINANCIAL CORP. DBA SUNRISE BANKS's benefit plan is written through MEDICA INSURANCE COMPANY, among 3 disclosed carriers.

When does UNIVERSITY FINANCIAL CORP. DBA SUNRISE BANKS's group plan renew?

The most recent Schedule A policy period for UNIVERSITY FINANCIAL CORP. DBA SUNRISE BANKS ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from UNIVERSITY FINANCIAL CORP. DBA SUNRISE BANKS's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.