# MCDONALD WHOLESALE HEALTH & WELFARE BENEFIT PLAN

Health and welfare plan sponsored by **MCDONALD WHOLESALE LLC**. Form 5500 filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | MCDONALD WHOLESALE LLC |
| EIN | 260855703 |
| Plan number | 501 |
| Plan year | 2025 |
| Location | EUGENE, OR |
| Industry | food & beverages |
| Funding | mixed |
| Total premiums | $103K |
| Participants | 187 |
| Persons covered | 187 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| SUN LIFE FINANCIAL | Dental, Life, Other |
| AFLAC | Dental, Life, STD, Other |
| VISION SERVICE PLAN (VSP) | Vision |

## Brokers

| Broker | Placed with |
|---|---|
| USI INSURANCE SERVICES LLC | SUN LIFE ASSURANCE COMPANY OF CANADA |
| MICHAEL J. KUVAAS | AFLAC |
| NOAH BAILEY | AFLAC |
| JAMES S SARANTIS | AFLAC |
| MARCI MARIE OTIS | AFLAC |
| SUZANNE TERRACCIANO | AFLAC |
| CODY JAMES FALKOSKI | AFLAC |
| JEROMY E. CILLEY | AFLAC |
| USI INSURANCE SERVICES LLC | VISION SERVICE PLAN |

## About this data

- Source: public Form 5500 filings from the U.S. Department of Labor (EBSA), rebuilt on each DOL release.
- Full page (charts, history, peer benchmarks, fees, contacts): https://planoptica.com/welfare/260855703-501
- Cite as: PlanOptica, https://planoptica.com/welfare/260855703-501
- More: https://planoptica.com/llms.txt · API waitlist: https://planoptica.com/developers