Form 5500 · Employee benefit plan · PLYMOUTH, MN
WEALTH ENHANCEMENT GROUP
WEALTH ENHANCEMENT GROUP of PLYMOUTH, MN spreads its employee benefits across 4 insurance carriers, according to its Form 5500 Schedule A. Its broker of record is MARSH & MCLENNAN AGENCY LLC. Coverage is written through HEALTHPARTNERS INSURANCE COMPANY and 3 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 Aug 2026
Plan brief
Schedule A lists 5 insured contracts covering health, vision, life and disability; the largest, with HEALTHPARTNERS INSURANCE COMPANY, covers 2,923 people.
Reported premium across the insured contracts is $22,407,394, with $99,530 in disclosed broker commissions — about 0.4% of premium.
The health contract's policy period ended in December, while at least one ancillary line renews in January — the plan is on a split renewal cycle.
MARSH & MCLENNAN AGENCY LLC is the broker of record on all 5 contracts.
4 carriers appear on the filing — HEALTHPARTNERS INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA, FIDELITY SECURITY LIFE INSURANCE COMPANY and FIRST UNUM LIFE INSURANCE COMPANY — with HEALTHPARTNERS INSURANCE COMPANY writing the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life | 1,806 | January | $437,486 | $57,573 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Disability | 1,796 | January | $535,065 | $24,423 |
| FIDELITY SECURITY LIFE INSURANCE COMPANY | Vision | 2,119 | December | $103,277 | $10,915 |
| HEALTHPARTNERS INSURANCE COMPANY | Health | 2,923 | December | $21,292,084 | $4,815 |
| FIRST UNUM LIFE INSURANCE COMPANY | — | 112 | January | $39,482 | $1,804 |
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