# WEALTH ENHANCEMENT GROUP WELFARE BENEFITS

Health and welfare plan sponsored by **WEALTH ENHANCEMENT GROUP**. Form 5500 filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | WEALTH ENHANCEMENT GROUP |
| EIN | 753100788 |
| Plan number | 509 |
| Plan year | 2025 |
| Location | PLYMOUTH, MN |
| Industry | financial services |
| Funding | mixed |
| Total premiums | $22.4M |
| Participants | 1,798 |
| Persons covered | 2,923 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| HEALTHPARTNERS INSURANCE COMPANY | Health |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | LTD, Life, Other |
| FIDELITY SECURITY LIFE INSURANCE COMPANY | Vision |

## Brokers

| Broker | Placed with |
|---|---|
| MARSH & MCLENNAN AGENCY LLC | HEALTHPARTNERS INSURANCE COMPANY |
| NFP INSURANCE SERVICES INC | HEALTHPARTNERS INSURANCE COMPANY |
| MARSH & MCLENNAN AGENCY LLC | UNUM LIFE INSURANCE COMPANY OF AMERICA |
| NFP INSURANCE SERVICES INC | UNUM LIFE INSURANCE COMPANY OF AMERICA |
| MARSH & MCLENNAN AGENCY LLC | FIDELITY SECURITY LIFE INSURANCE COMPANY |
| NFP INSURANCE SERVICES INC | FIDELITY SECURITY LIFE INSURANCE COMPANY |
| MARSH & MCLENNAN AGENCY LLC | FIRST UNUM LIFE INSURANCE COMPANY |
| NFP INSURANCE SERVICES INC | FIRST UNUM LIFE INSURANCE COMPANY |

## 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/753100788-509
- Cite as: PlanOptica, https://planoptica.com/welfare/753100788-509
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