Form 5500 · Employee benefit plan · PLYMOUTH, MN
WEALTH ENHANCEMENT GROUP
Public Form 5500 records show how WEALTH ENHANCEMENT GROUP (PLYMOUTH, MN) structures its employee benefits. Its broker of record is MARSH & MCLENNAN AGENCY LLC. Coverage is written through HEALTHPARTNERS INSURANCE COMPANY and 6 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 75-3100788 · plan 509 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| HEALTHPARTNERS INSURANCE COMPANY | Health | 2,440 | December | $300,512 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Disability | 1,512 | December | $75,927 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Life | 1,519 | December | $35,130 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Life | 412 | December | $26,792 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | — | 308 | December | $11,716 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | — | 339 | December | $8,468 |
| EYEMED | Vision | 1,764 | December | $7,981 |
Questions
Who is WEALTH ENHANCEMENT GROUP's benefits broker?
Per its most recent Form 5500 Schedule A, WEALTH ENHANCEMENT GROUP's broker of record is MARSH & MCLENNAN AGENCY LLC.
What insurance carrier does WEALTH ENHANCEMENT GROUP use?
WEALTH ENHANCEMENT GROUP's benefit plan is written through HEALTHPARTNERS INSURANCE COMPANY, among 7 disclosed carriers.
When does WEALTH ENHANCEMENT GROUP's group plan renew?
The most recent Schedule A policy period for WEALTH ENHANCEMENT GROUP ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from WEALTH ENHANCEMENT GROUP's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.