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Benefits Intelligence/Broker Directory/Minnesota

The Segal Co Midwest Inc

Edina, MN

The Segal Co Midwest Inc of Edina, MN is the broker of record on 4 Form 5500 Schedule A filings covering 3 employer benefit plans across 3 states, with $251,214 in reported broker commissions (plan year 2025).

Employer clients
3
distinct plan sponsors
Schedule A filings
4
States served
3
Reported commissions
$251,214
plan year 2025

Quick answer

The Segal Co Midwest Inc (Edina, MN) is the broker of record for 3 employer benefit plan sponsors on 4 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does The Segal Co Midwest Inc have?
The Segal Co Midwest Inc is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors in 3 states.
Who are The Segal Co Midwest Inc's largest employer clients?
By plan participants, the largest include The Dana Non-Union Retiree Committee, Joint Board Of Trustees For The Rocky Mtn Employers Health Benefit Pln and Metso Usa Inc.
How much does The Segal Co Midwest Inc earn in commissions?
Insurers reported $251,214 in broker commissions paid to The Segal Co Midwest Inc for plan year 2025, per Schedule A Part 1.
Where is The Segal Co Midwest Inc located?
The Segal Co Midwest Inc is based in Edina, MN and has employer clients in 3 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming The Segal Co Midwest Inc on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.

EmployerStateParticipantsPlan year end
The Dana Non-Union Retiree CommitteeIL02025-12-31
Joint Board Of Trustees For The Rocky Mtn Employers Health Benefit PlnCO02025-04-30
Metso Usa Inc.WI02024-12-31

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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.