Form 5500 · Employee benefit plan · ROCK VALLEY, IA
VAN ZEE ENTERPRISES, INC.
The filing calls this plan VAN ZEE ENTERPRISES EMPLOYEE BENEFITS PLAN.
VAN ZEE ENTERPRISES, INC. of ROCK VALLEY, IA insures health, dental, vision, life and disability coverage for its employees, per Schedule A of its Form 5500. Its broker of record is V AND S MARKETING. Coverage is written through WELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA and 3 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 42-0928892 · plan 501 · plan year 2025, filed Jul 23, 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.
Benefits declared on this filing
Also declared: death benefits, other welfare.
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 10 insured contracts covering health, dental, vision, life and disability.
Reported premium across the insured contracts is $951,015, with $44,240 in disclosed broker commissions — about 4.7% of premium.
The health contract's policy period ended in December, while at least one ancillary line's policy period ended in April. The plan is on a split renewal cycle.
V AND S MARKETING is the broker of record on 2 of the 10 contracts; the rest name a different broker or none.
4 carriers appear on the filing, including WELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA, COLONIAL LIFE & ACCIDENT INSURANCE COMPANY, DELTA DENTAL OF IOWA and VISION SERVICE PLAN. WELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA writes the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | Life, Disability | 110 | Jan 1, 2026 | $97,709 | $35,676 |
| COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | Disability | 48 | Jan 1, 2026 | $39,913 | $6,866 |
| DELTA DENTAL OF IOWA | Dental | 20 | May 1, 2025 | $19,197 | $1,325 |
| VISION SERVICE PLAN | Vision | 21 | Jan 1, 2026 | $4,158 | $373 |
| WELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA | Health | 26 | Jan 1, 2026 | $301,174 | $0 |
| WELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA | Health | 16 | Jan 1, 2026 | $268,825 | $0 |
| WELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA | Health | 9 | Jan 1, 2026 | $116,178 | $0 |
| WELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA | Health | 4 | Jan 1, 2026 | $37,820 | $0 |
| WELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA | Health | 3 | Jan 1, 2026 | $33,641 | $0 |
| WELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA | Health | 3 | Jan 1, 2026 | $32,400 | $0 |
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.
Other plans filed by this employer
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