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Benefits Intelligence/Broker Directory/Minnesota

Lucas Baumgartner And Other Agents

Andover, MN

Lucas Baumgartner And Other Agents of Andover, MN is the broker of record on 2 Form 5500 Schedule A filings covering 1 employer benefit plans, with $264 in reported broker commissions (plan year 2025).

Employer clients
1
distinct plan sponsors
Schedule A filings
2
States served
1
Reported commissions
$264
plan year 2025
Reported fees
$16

Quick answer

Lucas Baumgartner And Other Agents (Andover, MN) is the broker of record for 1 employer benefit plan sponsor on 2 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Lucas Baumgartner And Other Agents have?
Lucas Baumgartner And Other Agents is named as broker on Form 5500 Schedule A filings for 1 distinct plan sponsor.
Who are Lucas Baumgartner And Other Agents's largest employer clients?
By plan participants, the largest include Cardinal Of Minnesota, Ltd (228 participants).
How much does Lucas Baumgartner And Other Agents earn in commissions?
Insurers reported $264 in broker commissions and $16 in fees paid to Lucas Baumgartner And Other Agents for plan year 2025, per Schedule A Part 1.
Where is Lucas Baumgartner And Other Agents located?
Lucas Baumgartner And Other Agents is based in Andover, MN.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Lucas Baumgartner And Other Agents 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
Cardinal Of Minnesota, LtdMN2282025-12-31

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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.