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Form 5500 · Employee benefit plan · MINNEAPOLIS, MN

ZELLE LLP

Public Form 5500 records show how ZELLE LLP (MINNEAPOLIS, MN) structures its employee benefits. Its broker of record is USI INSURANCE SERVICES LLC. Coverage is written through VISION SERVICE PLAN 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 94-3073879 · plan 505 · as of Jul 2026

Participants
228
Carriers on file
3
Disclosed commissions
$3,123
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
VISION SERVICE PLANVision99December$1,578
STANDARD INSURANCE COMPANYLife, Disability227December$1,545
BLUE CROSS AND BLUE SHIELD OF MINNESOTA AND BLUE PLUSHealth262December$0

Questions

Who is ZELLE LLP's benefits broker?

Per its most recent Form 5500 Schedule A, ZELLE LLP's broker of record is USI INSURANCE SERVICES LLC.

What insurance carrier does ZELLE LLP use?

ZELLE LLP's benefit plan is written through VISION SERVICE PLAN, among 3 disclosed carriers.

When does ZELLE LLP's group plan renew?

The most recent Schedule A policy period for ZELLE LLP ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from ZELLE LLP's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.