Loading...
The URL can be used to link to this page
Your browser does not support the video tag.
Home
My WebLink
About
26191
AGREEMENT INFORMATION AGREEMENT NUMBER 26191 NAME/TYPE OF AGREEMENT MINNESOTA LIFE INSURANCE COMPANY DESCRIPTION AMENDMENT NO. 2 TO PROFESSIONAL SERVICES AGREEMENT/RFP 469353 EMPLOYEE BENEFIT LIFE & ACCIDENTAL DEATH & DISMEMBERMENT PLANS/FILE ID: 14- 01126/R-14-0479/MATTER I D : 26-240 EFFECTIVE DATE July 13, 2026 ATTESTED BY TODD B. HANNON ATTESTED DATE 7/13/2026 DATE RECEIVED FROM ISSUING DEPT. 7/14/2026 NOTE DOCUSIGN AGREEMENT BY EMAIL City of Miami DOCUMENT ROUTING FORM r�QR4O ORIGINATING DEPARTMENT: Department of Procurement DEPT. CONTACT PERSON: Aimee Gandarilla/Justin Griffin EXT. 1906/1949 NAME OF OTHER CONTRACTUAL PARTY/ENTITY: Minnesota Life Insurance Company IS THIS AGREEMENT TO BE EXPEDITED/RUSH: TOTAL CONTRACT AMOUNT: $ TYPE OF AGREEMENT: ❑ MANAGEMENT AGREEMENT ❑■ PROFESSIONAL SERVICES AGREEMENT ❑ GRANT AGREEMENT ❑ EXPERT CONSULTANT AGREEMENT ❑ LICENSE AGREEMENT OTHER: (PLEASE SPECIFY) ■ FUNDING INVOLVED? YES YES ❑ PUBLIC WORKS AGREEMENT ❑ MAINTENANCE AGREEMENT ❑ INTER -LOCAL AGREEMENT ❑ LEASE AGREEMENT ❑ PURCHASE OR SALE AGREEMENT El SUPPLEMENTAL AGREEMENT NO NO PURPOSE OF ITEM (DETAILED SUMMARY): AMENDMENT NO. 2 TO PSA WITH MINNESOTA LIFE INSURANCE COMPANY, RFP 469353 EMPLOYEE BENEFIT LIFE AND ACCIDENTAL DEATH AND DISMEMBERMENT PLANS. COMMISSION APPROVAL DATE: 12/11/2014 FILE ID: ENACTMENT NO.: 14-0479 IF THIS DOES NOT REQUIRE COMMISSION APPROVAL, PLEASE EXPLAIN: ROUTING INFORMATION Date PLEASE PRINT AND SIGN APPROVAL BY DIRECTOR/CHIEF PROCUREMENT OFFICER May 28, 2026 110:52:01 Annie Perez, CPPO EDT SIGNATURE• a,�,: C`,-„.. SUBMITTED TO RISK MANAGEMENT June 4, 2026 116:45:09 Fatib David Ruiz EDT i—Docus,ea by SIGNATURE: Lr'-vr SUBMITTED TO CITY ATTORNEY 26-240 matter 26 240 f DS l VVLF June 29, 2026 115:43:41 George K. Wysong III EDT oocus gne SIGNATURE: m✓ w �<< APPROVAL BY ASSISTANT CITY MANAGER/CHIEF FINANCIAL OFFICER July 13, 2026 1 11:14:39 Erica T. Paschal Darling, CPA EDT t -- SIGNATURE: �,��_ _,, APPROVAL BY ASSISTANT CITY MANAGER/CHIEF OF OPERATIONS Barbara Hernandez, MPA SIGNATURE: APPROVAL BY ASSISTANT CITY MANAGER/CHIEF OF INFRASTRUCTURE Asael Marrero SIGNATURE: APPROVAL BY DEPUTY CITY MANAGER July 13, 2026 113 Natasha Colebrook -Williams 37:21 EDT SIGNATURE: r:;=,/ .,_W , RECEIVED BY CITY MANAGER July 13, 2026 13:41aI 1e eyes SIGNATURE: SUBMITTED TO THE CITY CLERK July 13, 2026 113:47:29 Todd Hannon EDT SIGNATURE: 6= PLEASE ATTACH THIS ROUTING FORM TO ALL DOCUMENTS THAT REQUIRE EXECUTION BY THE CITY MANAGER AGREEMENT/AMENDMENT OVERVIEW AGREEMENT TITLE: EMG No 25-26-003, Amendment No. 2 to extend Contract No. RFP 469353 for Employee Life, Accidental Death & Dismemberment (" AD&D") Plans, provided by Minnesota Life Insurance Company ("Minnesota Life"). 1. AWARD DELEGATED AUTHORITY: ❑ Chief Procurement Officer — Authority level of $ 0 City Manager — Authority level of $ EMERGENCY ❑ City Commission — RESOLUTION NO. 2. PROCUREMENT METHOD: 0 RFP/RFQ ❑ IFB ❑ ITB ❑ SOLE SOURCE ❑ PIGGY -BACK ❑ COOPERATIVE ❑ PROFESSIONAL SERVICES UNDER $25,000 3. TYPE OF AGREEMENT: 0 PROFESSIONAL SERVICES AGREEMENT ❑ EXPERT CONSULTANT AGREEMENT ❑ SOFTWARE AS A SERVICE AGREEMENT ❑ LEASE AGREEMENT ❑ OPERATOR AGREEMENT ❑ CONCESSION AGREEMENT ❑ OTHER (Please explain): 4. IF THIS IS AN AMENDMENT, WHAT IS THE NUMBER OF THE AMENDMENT AND WHAT DOES THIS AMENDMENT DO (INCREASE CAPACITY, CHANGE IN TERMS, ETC) BE SPECIFIC AND INCLUDE THE PAGE NUMBER(S) THAT SPECIFIES WHAT IS BEING AMENDED ON THE CONTRACT. Amendment No. 2 to extend the term of Contract No. 469353, effective April 4, 2026 through December 31, 2028. 5. WAS THE AMENDMENT APPROVED BY THE CITY COMMISSION? ❑ YES 0 NO IF YES, WHAT IS THE RESOLUTION NUMBER? 6. WHAT IS THE SCOPE OF SERVICES? The provision of Employee Life, Accidental Death & Dismemberment ("AD&D") Plans. 7. IF CITYWIDE, WHAT ARE THE MOST FREQUENT USER DEPARTMENTS? Risk Management 8. IS THE AWARDEE INCUMBENT? Yes 9. IS THE PRICING HIGHER, LOWER OR THE SAME AS THE CURRENT CONTRACT? The extension with Minnesota Life includes a fifteen percent (15.00%) reduction on Basic Life coverage for active employees and retirees, and a nine and three-quarters percent (9.75%) reduction on Supplemental Life Coverage. Total dollar amounts are dynamic due to promotions/demotions and salary increases/decreases, but the anticipated annual savings for the City is approximately $41,092.55. 10. WHEN DOES THE CURRENT CONTRACT EXPIRE? April 4, 2026 was the scheduled date for expiration. 11. WHAT WAS THE PREVIOUS SPEND ON THE CURRENT CONTRACT? The City paid $278,437.84 for Basic Life and AD&D in 2025. 12.WHAT IS THE METHOD OF AWARD (Group, Item by Item etc.)? On December 11, 2014, pursuant to RFP No. 469353 and Resolution No. 14-0479, the City entered into a Professional Services Agreement ("PSA") with Minnesota Life for the provision of AD&D Plans to City Employees. The City has agreed to subsequent 120-day extensions after the expiration of the initial term, the additional options to renew, and Amendment No. 1 to the PSA. The PSA was set to expire on April 4, 2026, and it is in the best interest of the City to extend this Agreement with the Provider through December 31, 2028. On April 2, 2026, the City Manager approved the emergency purchase from Minnesota Life to avoid the expiration of the PSA. The Amendment also provides for a fifteen percent (15%) reduction on basic coverage for active employees and retirees and a nine and three-quarters percent (9.75%) reduction on Supplemental coverage. The PSA shall cease upon the completion of a new solicitation to secure the Services and the completion of the City's insurance open enrollment period. Updated 1/29/2025 Clear Form CITY OF MIAMI Vendor Responsibility Checklist View All Attachments Name of Firm: Minnesota Life Insurance Company, a wholly owned subsidiary of Securian Financial Services, Inc. Use the "Upload" button to attach PDF documentation for each section. To delete attachment(s), use the appropriate "Delete" button to the right and then use the "Clear" button for the corresponding attachment box to clear that field. CATEGORY City Vendor Registration Affirmation YES State of Florida Corporation (Sunbiz) YES D&B YES Pacer N/A Bid/Proposal Bond NONE Upload Clear _ Upload Clear Upload w Clear Upload Clear RESPONSE Delete Last Delete All iSupplier Number: 38097 SunBiz - MLIC.pdf DUNS Minn Life Ins Co.msg Use the "Upload" button to attach PDF documentation for each section. To delete attachment(s), use the appropriate "Delete" button to the right and then use the "Clear" button for the corresponding attachment section to clear that field. Delete Last Delete All PERFORMANCE/REFERENCE CHECKS ATTACHMENTS System of Award Managment (SAM) YES Convicted Vendor List NO Debarred Contractors NO Suspended Contractors NO Suspended Vendors -State: Scrutinized Companies List: NO Google Search: NO NO Upload SAM securian financial.pdf FL - Convicted Vendors.pdf MDC - Debarred.pdf MDC - Suspended.pdf FL - Suspended.pdf FL - Scrutinized.pdf Clear Upload Clear Upload Clear Upload Clear Upload Clear Upload Clear Upload Clear Google - Criminal for Securian.pdf Google - Civil for Securian.pdf Google - Civil for MLIC.pdf Links Verified: 9/30/2025 MANAGEMENT SERVICES Menu Home / Business Operations / State Purchasing / State Agency Resources / Vendor Rye istration and Vendor Lists / Convicted Vendor List Convicted Vendor List The Department of Management Services maintains a "list of the names and addresses of those who have been disqualified from the public contracting and purchasing process" under section 287.133, Florida Statutes. There are currently no vendors on this list. State Purchasing Chief Procurement Officer (CPO) Memoranda Executed Agency ACS Requests State Contracts and Agreements MyFlorida MarketPlace Public Procurement Professional Development Approved Drone Manufacturers State Agency Resources Statewide Travel Management System Vendor Resources State Purchasing Insurance Program .(S P I P) Contact Us State Purchasing Website Feedback Office of Supplier Development .(OSD) Terms and Conditions Privacy Statement Agency Information Open Government DMS Leadership Agency Organization Accessibility Statement Copyright ©2026 Department of Management Services - State of Florida STATE BOARD OF ADMINISTRATION OF FLORIDA 1801 HERMITAGE BOULEVARD, SUITE 100 TALLAHASSEE, FLORIDA 32308 (850) 4884406 POST OFFICE BOX 13300 32317-3300 Protecting Florida's Investments Act "Scrutinized Companies" Chapter 287.135, Florida Statutes RON DESANTIS GOVERNOR CHAIR BLAISE INGOGLIA CHIEF FINANCIAL OFFICER JAMES UTHMEIER ATTORNEY GENERAL CHRIS SPENCER EXECUTIVE DIRECTOR Chapter 287.135, Florida Statutes was created effective July 1, 2011, and prohibits a company on the Scrutinized Companies with Activities in Sudan List or on the Scrutinized Companies with Activities in the Iran Terrorism Sectors List from bidding on, submitting a proposal for, or entering into or renewing a contract with an agency or local governmental entity for goods or services of $1 million or more. Pursuant to Chapter 215.473, Florida Statutes, the Florida State Board of Administration is charged with maintaining a complete list of scrutinized companies. Scrutinized companies are judged according to whether they meet the following criteria: Sudan: 1. Have a material business relationship with the government of Sudan or a government -created project involving oil related, mineral extraction, or power generation activities, or 2. Have a material business relationship involving the supply of military equipment, or 3. Impart minimal benefit to disadvantaged citizens that are typically located in the geographic periphery of Sudan, or 4. Have been complicit in the genocidal campaign in Darfur. Iran: 1. Have a material business relationship with the government of Iran or a government -created project involving oil related or mineral extraction activities, or the energy, petrochemical, financial, construction, manufacturing, textile, mining, metals, shipping, shipbuilding, or port sectors of Iran, or 2. Have made material investments with the effect of significantly enhancing Iran`s petroleum sector. The SBA is not responsible for compliance with Chapter 287.135, Florida Statutes. The SBA's responsibilities are solely focused on the Protecting Florida's Investments Act and Chapter 215.473 as it relates to the identification of "Scrutinized Companies" that have prohibited business operations in Sudan or Iran. The table on the following pages provides the List of Prohibited Investments (Scrutinized Companies). This list is updated as part of the Protecting Florida's Investments Act (PFIA) and the Global Governance Mandates Quarterly Report, upon review and approval by the Trustees of the State Board of Administration. December 17, 2025 Page 2 Table 7: List of Prohibited Investments (Scrutinized Companies) (New companies are highlighted and in bold.) Prohibited Investments (Scrutinized Companies) Scrutinized Country Country of Incorporation Initial Appearance on Scrutinized List Full Divestment Aviation Industry Corporation of China (AVIC) Sudan China September 24, 2019 Yes AviChina Industry & Technology Sudan China June 4, 2019 Yes AVIC International Finance Ltd Sudan China September 24, 2019 Yes AVIC International Holdings Ltd (formerly listed as AVIC International) Sudan China June 4, 2019 Yes Bank of Kunlun Co Ltd Sudan & Iran China March 7, 2018 Yes Chennai Petroleum Corp Ltd Sudan India September 19, 2007 Yes China BlueChemical Ltd Iran China March 19, 2013 Yes China Energy Engineering Corporation Sudan China September 30, 2025 Yes China Gezhouba Group Company Ltd Sudan China September 30, 2025 Yes China National Petroleum Corporation (CNPC) Sudan & Iran China December 11, 2012 Yes China Oilfield Services Ltd Iran China June 16, 2011 Yes China Petrochemical Corporation (Sinopec Group) Sudan & Iran China December 3, 2019 Yes China Petroleum & Chemical Corp (CPCC) Sinopec Sudan & Iran China September 19, 2007 Yes China Petroleum Engineering Corp Sudan & Iran China March 7, 2018 Yes China Power Engineering Consulting Group Corp Sudan China December 17, 2025 Yes China Railway Group Limited Iran China September 24, 2024 Yes Cirrus Aircraft Ltd Sudan Cayman Islands September 24, 2024 Yes CNOOC Ltd Iran China June 16, 2011 Yes CNOOC Energy Technology & Services Ltd Iran China June 15, 2021 Yes CNOOC Finance Limited Iran China September 24, 2013 Yes CNOOC Finance (2003) Limited Iran China December 17, 2024 Yes CNOOC Finance (2011) Limited Iran China December 17, 2024 Yes CNOOC Finance (2012) Limited Iran China December 17, 2024 Yes CNOOC Finance (2013) Limited Iran China December 17, 2024 Yes CNOOC Finance (2014) ULC Iran China October 17, 2017 Yes December 17, 2025 Page 3 Prohibited Investments (Scrutinized Companies) Scrutinized Country Country of Incorporation Initial Appearance on Scrutinized List Full Divestment CNOOC Finance (2015) Australia PTY Ltd Iran China December 17, 2024 Yes CNOOC Finance (2015) USA LLC Iran China December 17, 2024 Yes CNPC Capital Company Limited Sudan & Iran China June 14, 2017 Yes CNPC Finance HK Ltd Sudan & Iran China March 26, 2024 Yes CNPC General Capital Ltd Sudan & Iran China June 26, 2012 Yes CNPC Global Capital Limited Sudan & Iran China December 15, 2020 Yes CNPC HK Overseas Capital Ltd Sudan & Iran China June 16, 2011 Yes COSL Finance (BVI) Limited Iran China September 24, 2013 Yes COSL Singapore Capital Ltd Iran Singapore December 4, 2018 Yes Daqing Huake Group Co Ltd Sudan China March 25, 2008 Yes Deep Development 2025 Ltd Sudan & Iran China December 17, 2025 Yes Egypt Kuwait Holding Co. SAE Sudan Kuwait January 13, 2009 Yes Engineers India Limited Iran India September 24, 2024 Yes FACC AG Sudan Austria June 4, 2019 Yes Gazprom Iran Russia September 19, 2007 Yes Gazprom Neft Iran Russia September 16, 2008 Yes Gazprom Promgaz Iran Russia June 4, 2019 Yes GPN Capital SA Iran Luxembourg June 4, 2019 Yes Harbin Electric Co. Ltd. Sudan China September 19, 2007 Yes Hindustan Petroleum Corporation Ltd Sudan & Iran India June 13, 2018 Yes Indian Oil Corp Ltd (IOCL) Sudan & Iran India September 19, 2007 Yes IndOil Global BV Sudan & Iran India September 24, 2024 Yes Jiangxi Hongdu Aviation Sudan China September 19, 2007 Yes Kimanis Power Sdn Bhd Sudan Malaysia September 24, 2024 Yes KLCC Property Holdings Bhd Sudan Malaysia April 14, 2009 Yes Kunlun Energy Company Ltd. Sudan & Iran Hong Kong September 19, 2007 Yes December 17, 2025 Page 4 Prohibited Investments (Scrutinized Companies) Scrutinized Country Country of Incorporation Initial Appearance on Scrutinized List Full Divestment Lanka IOC Ltd Sudan India September 19, 2007 Yes Managem SA Sudan Morocco November 9, 2010 Yes Mangalore Refinery & Petrochemicals Ltd Sudan & Iran India September 19, 2007 Yes Malaysia Marine & Heavy Engineering Holdings Bhd Sudan Malaysia March 18, 2014 Yes MISC Bhd Sudan Malaysia September 19, 2007 Yes Moscow Integrated Power Co PJSC Iran Russia September 24, 2024 Yes Mosenergo Iran Russia September 16, 2008 Yes Norinco International Cooperation Ltd Iran China September 24, 2024 Yes Offshore Oil Engineering Co Iran China December 17, 2024 Yes OGK-2 PJSC Iran Russia September 24, 2024 Yes Oil India Ltd Sudan India September 18, 2012 Yes Oil & Natural Gas Corp (ONGC) Sudan & Iran India September 19, 2007 Yes ONGC Videsh Limited (OVL) Sudan & Iran India March 18, 2014 Yes Pengerang LNG Two Sdn Bhd Sudan Malaysia September 24, 2024 Yes Perseus Mining Ltd Sudan Australia August 23, 2022 Yes PetroChina Sudan & Iran China September 19, 2007 Yes Petroliam Nasional (Petronas) Sudan Malaysia September 19, 2007 Yes Petronas Capital Limited Sudan Malaysia September 19, 2007 Yes Petronas Chemicals Group Bhd Sudan Malaysia June 16, 2011 Yes Petronas Chemicals Derivatives Sdn Bhd Sudan Malaysia September 24, 2024 Yes Petronas Chemicals Glycols Sdn Bhd Sudan Malaysia September 24, 2024 Yes Petronas Chemicals Olefins Sdn Bhd Sudan Malaysia September 24, 2024 Yes Petronas Dagangan Bhd Sudan Malaysia September 19, 2007 Yes Petronas Gas Berhad Sudan Malaysia September 19, 2007 Yes Petronas Global Sukuk Sudan Malaysia August 2, 2016 Yes PowerChina Construction Group Ltd Iran China March 5, 2025 Yes December 17, 2025 Page 5 Prohibited Investments (Scrutinized Companies) Scrutinized Country Country of Incorporation Initial Appearance on Scrutinized List Full Divestment PowerChina Hebei Engineering Corp Ltd Iran China March 5, 2025 Yes PowerChina Sepcol Electric Power Construction Iran China June 10, 2025 Yes Power Construction Corporation of China Ltd Iran China September 24, 2024 Yes Putrajaya Management Sdn Bhd Sudan Malaysia March 18, 2014 Yes Sberbank Russia PJSC Iran Russia September 24, 2024 Subject to U.S. freeze Sinopec Capital 2013 Ltd Sudan & Iran China September 24, 2013 Yes Sinopec Century Bright Capital Investment Ltd Sudan & Iran China December 3, 2019 Yes Sinopec Engineering Group Co Ltd Sudan & Iran China March 18, 2014 Yes Sinopec Group Overseas Development 2018 Ltd Sudan & Iran China December 15, 2020 Yes Sinopec Group Overseas Development 2017 Ltd Sudan & Iran China September 11, 2019 Yes Sinopec Group Overseas Development 2016 Ltd Sudan & Iran China August 2, 2016 Yes Sinopec Group Overseas Development 2015 Ltd Sudan & Iran China December 15, 2020 Yes Sinopec Group Overseas Development 2013 Ltd Sudan & Iran China March 18, 2014 Yes Sinopec Kantons Holdings Ltd Sudan & Iran Bermuda September 19, 2007 Yes Sinopec Oilfield Equipment Corporation Sudan & Iran China April 14, 2009 Yes Sinopec Oilfield Service Corp Sudan & Iran China March 25, 2008 Yes Sinopec Shanghai Petrochemical Sudan & Iran China September 19, 2007 Yes Societe Metallurgique D'imiter Sudan Morocco November 9, 2010 Yes Soar Wind Ltd Sudan China March 5, 2025 Yes Territorial Generating Company No 1 Iran Russia June 4, 2019 Yes # of Prohibited Investments 97 - - The following companies were removed from the PFIA Prohibited Investments List this quarter. Removed Company Country of Incorporation No companies removed this quarter. December 17, 2025 Page 6 MANAGEMENT SERVICES Menu Home / Business Operations / State Purchasing / State Agency Resources / Vendor Rye istration and Vendor Lists / Suspended Vendor List Suspended Vendor List The Department of Management Services maintains a list of vendors that have been removed from the Vendor List pursuant to section 287.1351, Florida Statutes. Building Maintenance of America, LLC d/b/a Florida Building Maintenance 333 North Falkenburg Road #A117 Tampa, FL 33619 DMS 07/02/14 Notice of Default - Building Maintenance of America, LLC d/b/a Florida Building Maintenance [ 575.81 KB ] Club Tex, Inc. 2025 Broadway, Suite #15G New York, NY 10023 DOC 01/24/19 Notice of Default - Club Tex, Inc. [III 111.75 KB ] Correctional Consultants, LLC P.O. Box 515 Chattahoochee, FL 32324 DOC 12/10/19 Notice of Default - Correctional Consultants, LLC [- 85.95 KB ] iColor Printing and Mailing, Inc. 22873 Lockness Avenue Torrance, CA 90501 DEP 02/20/12 Notice of Default - iColor Printing and Mailing, Inc. [ - 320.17 KB ] Visual Image Design Firm, LLC 6845 Narcoossee Road, Suite 59 Orlando, FL 32822 DOH 06/25/15 Notice of Default - Visual Image Design Firm, LLC [ - 1.78MB] Updated 12/10/19 State Purchasing Chief Procurement Officer (CPO) Memoranda Executed Agency ACS Requests State Contracts and Agreements MyFlorida MarketPlace Public Procurement Professional Development Approved Drone Manufacturers State Agency Resources Statewide Travel Management System Vendor Resources State Purchasing Insurance Program .(S P I P) Contact Us State Purchasing Website Feedback Office of Supplier Development .(OSD) Document reader download links: - Adobe PDF Reader DMS Leadership Agency Organization Copyright ©2026 Department of Management Services - State of Florida Al Mode ' All News Images Shopping More - a 0669+ ... Minnesota Life Insurance Company, civil litigation Minnesota Life Insurance Company, which operates as Securian Financial, is involved in various civil litigation matters ranging from business -to -business disputes and ERISA benefit denials to regulatory settlements and interpleader actions. Recent Major Litigation (2025-2026) • Standard Insurance Company v. Securian Financial/Minnesota Life (2025): In January 2025, The Standard Insurance Company filed a lawsuit in the Southern District of New York seeking over $50 million. The dispute involves an "earn -out" payment related to Standard's acquisition of Securian's retirement plan record -keeping business, with allegations that payments were improperly linked to business retention rates. • Active Dockets (2025): New civil cases continue to be filed, including Minnesota Life Insurance Company v. VonVollmar et al. (January 2025) in Minnesota federal court, which is an interpleader action where the company asks the court to determine the rightful recipient of policy proceeds. Common Types of Civil Cases • ERISA and Benefit Denials: The company frequently faces lawsuits regarding the denial of life or accidental death and dismemberment (AD&D) benefits. A notable 2023 ruling in Powell v. Minnesota Life saw the Eighth Circuit affirm the dismissal of a lawsuit alleging ERISA violations after a claim denial. • Interpleader Actions: Minnesota Life often initiates these lawsuits when multinle narties claim the same life insurance benefits_ For examnIP. Minnesota Ask anything + 1 Al Mode ' All News Images Shopping More - a Regulatory and Settlement History • Market Conduct Settlements: In 2006, the company entered into an $18,000 settlement with the Virginia Bureau of Insurance over various alleged state code violations without admitting guilt. • State -Level Enforcement: More recent state investigations into life insurance payout practices have led to multi -state settlements with various major insurers, including those associated with Securian. For those considering legal action, it is important to note that Minnesota law generally prohibits insurance for punitive damages, and life insurers typically have 14 to 60 days to pay out a claim before it may be considered delayed. Legal summaries of cases against the company can be tracked through platforms like Justia or CourtListener. a, Al responses may include mistakes. For legal advice, consult a professional. Learn more < I? co What types of life insurance claims has Minnesota Life been sued over? y Tell me more about the class action lawsuit regarding structured cash flows What issues led to the $18,000 settlement in Virginia? Al Mode ' All News Images Shopping More - Om 23 sites a Kristina Powell v. Minnesota Life Insurance Co., No. 22-2096 ... Feb 23, 2023 — The Eighth Circuit affirmed the district court's ruling dismissing Plaintiff's lawsuit against Minnesota Life Insurance Company an... 0 Justia Law MINNESOTA LIFE INSURANCE COMPANY v. ALEXANDER ... On May 16, 2022, Plaintiff Minnesota Life filed a Complaint against Defendants Melissa D. Alexander, Jar& Peoples, Zion Malcolm A... Al Mode ' All News Images Videos More - a securian financial services, inc., civil litigation Securian Financial Services, Inc., a subsidiary of Securian Financial Group, has been involved in several civil litigation matters as of early 2026, ranging from large corporate disputes to labor -related class actions. Major Recent Litigation (2025-2026) • The Standard Insurance Co. Acquisition Dispute: In January 2025, The Standard Insurance Company filed a federal lawsuit against Securian Financial and its subsidiary, Minnesota Life Insurance Company, in the Southern District of New York. O Subject: A dispute over approximately $50 million in "earn -out" payments following The Standard's 2022 acquisition of Securian's retirement recordkeeping business. O Core Issue: The payments were contingent on client retention rates; Securian claims entitlement to the funds, while The Standard argues no payments are due based on contractual interpretations. • Employment & Overtime Class Action: Hartwell v. Securian Financial Group, Inc. (Case No. 0:22-cv-01728) was a notable labor dispute in the District of Minnesota. O Allegations: Call center agents alleged they were not paid for pre -shift time spent starting computers and logging into systems, violating the Fair Labor Standards Act (FLSA). • Status: While the case was formally closed in October 2023, it remains a freauently niter] matter reaardina Securian's labor nraetines_ Ask anything + Y Al Mode News Images Videos More - 060 ... Northern District of Texas in September 2025. The court recently issued orders regarding heightened pleading requirements for the matter. • Hubsmith v. Securian Life Insurance (2025): A case removed to federal court in Utah in May 2025, involving motions to dismiss filed in mid-2025. Regulatory & Arbitration Matters • FINRA Oversight: As a registered broker -dealer, Securian Financial Services is subject to FINRA arbitration. o Past filings include disputes over unsuitable investment recommendations and failure to conduct adequate due diligence. O Individual representatives, such as George Carver Stills Jr., have faced state - level revocations of their registrations while associated with Securian. For the most current case status or to view specific court filings, you can access the PACER (Public Access to Court Electronic Records) system or search the FINRA BrokerCheck profile for the firm. 6, Al responses may include mistakes. For legal advice, consult a professional. Learn more What led to The Standard's lawsuit against Securian? Give me more details about the Hartwell v. Securian class action Give me an overview of the regulatory environment for financial services firms Al Mode ' All News Images Videos More - Brown, LLC a Hubsmith v. Securian Life Insurance et al, No. 2:2025cv00423 Jul 8, 2025 — Presumably because only the Securian Defendants were listed in the complaint's caption, the state court docket does not list Home ... 0 Justia Law Show all Al Mode ' All Jobs News Images More - a minnesota life insurance company criminal investigation There is no publicly documented criminal investigation into the Minnesota Life Insurance Company (a subsidiary of Securian Financial) as of January 2026. However, the company and its parent are involved in several notable legal actions and past fraud -related cases where they were the victim or a participant in civil litigation. Ongoing Civil Litigation (2025-2026) • Standard Insurance Company v. Minnesota Life: On January 9, 2025, Standard Insurance filed a lawsuit against Minnesota Life Insurance Company and Securian Financial Group in the Southern District of New York. The case involves a $50 million earn -out dispute related to the acquisition of Minnesota Life's retirement plan record -keeping business, alleging linked payments to business retention rates. Past Life Insurance Fraud Cases While the company itself was not under criminal investigation, it has been the target of major fraudulent schemes: • The Vorotinov "Fake Death" Case: A Plymouth woman was sentenced for a scheme to defraud Minnesota Life of a $2 million payout by faking her husband's death in 2011. The FBI and IRS -CI investigated the case after discovering the husband was alive in Moldova. • Agent Fraud: Individual agents licensed to sell Minnesota Life products have f.,r+,,-1 ;VIA inn+;rv.-,+;.-.r-.n fir m;nm.-",-..,rv4.ry 1+Er-sr-,+ f. 1•-..-jn nI i`+, .nn +sr, i-..-,nr, P-F Ask anything Al Mode ' All Jobs News Images More - 060 ... • New Investigative Unit: As of February 2025, the Minnesota Bureau of Criminal Apprehension (BCA) established a centralized fraud investigation unit to further combat financial crimes in the state. To report suspected insurance fraud in Minnesota, you can contact the Minnesota Department of Commerce Fraud Bureau at 1-800-657-3602. : t Al responses may include mistakes. For financial advice, consult a professional. Learn more al) What are common life insurance scams that people should be aware of? I'd like to know more about the fraud bureau's role What were the allegations in the Standard Insurance lawsuit against Minnesota Life and Securian Financial? Al Mode ' All Jobs News Images More - a riymoutn woman Heads Uuiity io scamming insurance company ... May 16, 2016 — District of Minnesota I Plymouth Woman Pleads Guilty To Scamming Insurance Company For $2 Million Life Insurance Payout I United S... Department of Justice (.gov) Woman Charged For Scamming $2 Million Life Insurance Payout ... Jan 13, 2015 — According to the criminal complaint and documents filed in court, IRINA and ALKON VOROTINOV opened an account at a local branch of... 0 Department of Justice (.gov) Commerce Fraud Bureau Annual Report 2023 - MN.gov In 2023, Commerce Fraud Bureau investigations resulted in the filing of criminal charges with an economic impact of $35,187,654.25... ® mn.gov Show all Al Mode ' All News Images Videos More - a securian financial services, inc., criminal investigation Securian Financial Services, Inc. (and its parent and affiliates, such as Minnesota Life Insurance Company) has been involved in several major legal and regulatory matters involving allegations of fraud and misconduct, though most are civil or regulatory rather than direct criminal investigations of the firm itself. Recent and notable investigations and lawsuits include: • Earn -Out Payment Lawsuit (2025): The Standard Insurance Company filed a federal lawsuit against Securian Financial and Minnesota Life in January 2025. The suit alleges a dispute over $50 million in bonus payments related to The Standard's 2022 acquisition of Securian's retirement recordkeeping business. • FIP Structured Settlement/Ponzi Scheme Investigation: Securian and Minnesota Life were named in federal complaints alleging they sold Indexed Universal Life (IUL) policies funded by "Future Income Payments" (FIP). While the FIP founder (Scott Kohn) was criminally indicted for operating a Ponzi scheme, Securian faced civil litigation and arbitration for alleged fraud, breach of fiduciary duty, and failure to supervise advisors who sold these products. • FINRA Regulatory Actions: Securian Financial Services has a history of regulatory disclosures on its FINRA BrokerCheck report. Past penalties include a $165,000 fine for undisclosed revenue sharing. • Employee Misconduct: In isolated incidents, individual representatives of the firm have been investigated for criminal acts. For example, law firms investigating Securian have noted instances where representatives were accused of stealing over $413,000 from customer accounts. • Waae and Hour Litigation (2022-Present)! A Hass -action lawsuit. Hartwell v Ask anything + Y Al Mode ' All News Images Videos More - a Al responses may include mistakes. For financial advice, consult a professional. Learn more < i? What were the allegations against Securian Financial in the FIP Ponzi scheme lawsuits? What are common investor protection complaints with financial services firms? L What's BBB's consumer review rating for Securian? C 15 sites SECURIAN FINANCIAL SERVICES, INC. - BrokerCheck SECURIAN FINANCIAL SERVICES, INC. - BrokerCheck. When communicating online or investing with any professional, make sure you know ... C BrokerCheck FLG Files Federal Lawsuit Against Minnesota Life Insurance ... Oct 20, 2018 — Furgison Law Group is investigating additional claims against Minnesota Life aka Securian Financial related to FIP Structured... Furgison Law Group SECURIAN FINANCIAL SERVICES, INC. - FINRA D1n n,-,+o +-titog-1 •n -, Drf-.I,nrrho,-L rnn�r+ n -I .Jo non I nr Al Mode ' All News Images Videos More - a Debarred Contractors List (Updated: May 2025) MIAMI- COUNTY # Debarred Entity and/or Individuals (abc order) Address Initiating Dept. and Contact Person Cause of Debarment Effect of Debarment Length of Debarment Contractor's Certificate of Competency or License Number; or Qualifier, when applicable 1 Aaron Construction Group, Inc. 10820 NW 138 St. Bay C-1 Hialeah Gardens, FL 33018 Public Housing and Community Development Department (PHCD Director, (786) 469-4106) Violation of Section 10-38 Excluded from Contracting w/Miami-Dade County for a ten (10) year period. 9/12/19 - 9/12/29 n/a 2 Diego Alejandro Estepa Vazquez (Individual, former officer of Aaron Construction Group, Inc.) 10820 NW 138 St Bay C-1 Hialeah Gardens, FL 33018 Public Housing and Community Development Department (PHCD Director, (786) 469- 4106) Violation of Section 10-38 Excluded from Contracting w/Miami-Dade County Indefinitely. 9/12/19 - Indefinite n/a 3 Javier Estepa (Individual, former officer of Aaron Construction Group, Inc.) 10820 NW 138 St Bay C-1 Hialeah Gardens, FL 33018 Public Housing and Community Development Department (PHCD Director, (786) 469- 4106) Violation of Section 10-38 Excluded from Contracting w/Miami-Dade County Indefinitely. 9/12/19 - Indefinite n/a 4 ABC Construction Inc 7280 NW 8th St, Miami, FL 33126 State Attorney's Office (State Attorney, 305-547-0100) Violation of Section 10-38 Excluded from Contracting w/Miami-Dade County for a five (5) year period 11/2/2022 - 11/2/2027 n/a 5 Jorge Gonzalez (individual, former owner/president of ABC Construction Inc) 7280 NW 8th St, Miami, FL 33126 State Attorney's Office (State Attorney, 305-547-0100) Violation of Section 10-38 Excluded from Contracting w/Miami-Dade County for a five (5) year period 11/2/2022 - 11/2/2027 n/a 6 Another Garage Gate, Inc. 3771 NW 51 ST UNIT A, Miami, FL 33142 State Attorneys Office (State Attorney, ey's 0f7-0100) The debarment is a condition of an Order of Probation. As such, he should be ineligible for any new work from any County Department. Excluded from Contracting w/Miami-Dade County for a five (5) year period 08/30/2023 - 08/30/2028 n/a 7 Raudel Diaz (Individual, princiapl of Another Garage Gate, Inc.) 3771 NW 51 ST UNIT A, Miami, FL 33142 (State State Attorney's Office (State Attorney, 305Office 00) The debarment is a condition of an Order of Probation. As such, he should be ineligible for any new work from any County Department. Excluded from Contracting w/Miami-Dade County for a five (5) year period 08/30/2023 - 08/30/2028 n/a 8 Association of Community Organizations for Reform Now (ACORN) 2609 Canal St, 4th floor New Orleans, LA 70119 U.S. Congress (Office of Management & Budget, 202- 395-3080) Section 163 of the Continuing Appropriations Resolution, 2010, Division B of Public Law #111-68 Excluded from Contracting w/ Miami -Dade County Indefinitely. 10/07/2009 - Indefinite n/a 9 Biscayne Housing Group, LLC 25 Se 2nd Ave, Miami, FL, 33131-1508 Public Housing and Community Development Department (PHCD Director, (786) 469-4106) Violation of Section 10-38 Excluded from Contracting w/Miami-Dade County for a ten (10) year period 1/5/2021 - 1/5/2031 n/a 10 Michael Cox (individual, former partner of Biscayne Housing Group, LLC) 828 NW 9th Ave Miami, Fl 33136 Public Housing and Community Development Department (PHCD Director, (786) 469- 4106) Violation of Section 10-38 Excluded from Contracting w/Miami-Dade County for a ten (10) year period 1/5/2021 - 1/5/2031 n/a 11 BJK Construction Services, Inc 970 W McNab Rd # 210, Fort Lauderdale, FL 33309 Internal Services Department (ISD Director, 305-375-1135) Violation of Section 10-38 Excluded from Contracting w/Miami-Dade County for a ten (10) year period. 7/8/2021 - 7/8/2031 n/a This report is maintained by Strategic Procurement Department (SPD). Please note: this list is only updated when an entity or individual is added or removed. For any questions, please contact Michou Jean, at (305) 375-3161. Debarred Contractors List (Updated: May 2025) MIAMI-DADE COUNTY # Individuals (abc order) Debarred Entity and/or Address Person Initiating Dept. and Contact Cause of Debarment Effect of Debarment Length of Debarment Contractor's Certificate of Competency or License Number; or Qualifier, when applicable 12 Michael Runyan (individual, owner of BJK Construction Services, Inc) 4411 Ne 30 Ave,] Lighthouse Point, FL 33064 Internal Services Department (ISD Director, 305-375-1135) Violation of Section 10-38 Excluded from Contracting w/Miami-Dade County for a ten (10) year period. 7/8/2021 - 7/8/2031 n/a 13 Carlisle Development Group 2950 SW 27th AveSte 200 Miami, FI 33133 Public Housing and Community Development Department (PHCD Director, (786) 469-4106) Violation of Section 10-38 Excluded from Contracting w/Miami-Dade County for a ten (10) year period 1/5/2021- 1/5/2031 n/a 14 Lloyd Boggio (individual, former partner of Carlisle Development Group) 3316 Devon CT, Miami, Fl 33133 Public Housing and Community Development Department (PHCD Director, (786) 469- 4106) Violation of Section 10-38 Excluded from Contracting w/Miami-Dade County for a ten (10) year period 1/5/2021 - 1/5/2031 n/a 15 Matthew Greer (individual, former partner of Carlisle Development Group) 240 Ari Way Miami Beach, F133141 Public Housing and Community Development Department (PHCD Director, (786) 469- 4106) Violation of Section 10-38 Excluded from Contracting w/Miami-Dade County for a ten (10) year period 1/5/2021 - 1/5/2031 n/a 16 Design Management and Builders Corporation 5514 NW 72ND AVE, Miami, Florida, 3316611 Public Housing and Community Development Department (PHCD Director, (786) 469-4106) Violation of Section 10-38 Excluded from Contracting w/Miami-Dade County for a ten (10) year period 9/22/2021-9/22/2031 n/a 17 Arturo P. Hevia (individual, owner of Design Management and Builders Corporation) 2411 SW 83 COURT Miami, FL 33155 Public Housing and Community Development Department (PHCD Director, (786) 469- 4106) Violation of Section 10-38 Excluded from Contracting w/Miami-Dade County for a ten (10) year period 9/22/2021-9/22/2031 n/a 18 Ecological Paper Recycling, Inc. 2350 NW 149th Street Opa Locka, FL 33054 Internal Services Department (ISD Director, 305-375-1135) Violation of Section 10-38 Excluded from Contracting w/ Miami -Dade County Indefinitely. 11/18/2015 - Indefinite n/a 19 Jose Flores (indvidual, former officer of Ecological Paper Recycling, Inc.) 2350 NW 149th Street Opa Locka, FL 33054 Internal Services Department (ISD Director, 305-375-1135) Violation of Section 10-38 Excluded from Contracting w/ Miami -Dade County Indefinitely. 11/18/2015 - Indefinite n/a 20 Manuela Flores (individual, former officer of Ecological Paper Recycling, Inc.) 2350 NW 149th Street Opa Locka, FL 33054 Internal Services Department (ISD Director, 305-375-1135) Violation of Section 10-38 Excluded from Contracting w/ Miami -Dade County Indefinitely. 11/18/2015 - Indefinite n/a 21 William Hernandez (individual, former officer of Ecological Paper Recycling, Inc.) 2350 NW 149th Street Opa Locka, FL 33054 Internal Services Department (ISD Director, 305-375-1135) Violation of Section 10-38 Excluded from Contracting w/ Miami -Dade County Indefinitely. 11/18/2015 - Indefinite n/a 22 Global Electrical & Lighting Supplies, Inc. 13751 SW 143rd Ct SUITE 101, MIAMI, FL 33186 Internal Services Department (ISD Director, 305-375-1135) Violation of Section 10-38 Excluded from Contracting w/Miami-Dade County for a ten (10) year period 1/18/2018 - 1/18/2028 n/a 23 Rolando Perez (individual, former officer of Global Electrical & Lighting Supplies, Inc.) 13752 SW 143rd CT, SUITE 101, MIAMI, FL 33186 Internal Services Department (ISD Director, 305-375-1135) Violation of Section 10-38 Excluded from Contracting w/Miami-Dade County for a ten (10) year period 1/18/2018 - 1/18/2028 n/a This report is maintained by Strategic Procurement Department (SPD). Please note: this list is only updated when an entity or individual is added or removed. For any questions, please contact Michou Jean, at (305) 375-3161. 2 Debarred Contractors List (Updated: May 2025) MIAMI-DADS COUNTY # Debarred Entity and/or Individuals (abc order) Address Initiating Dept.and Contact Person Cause of Debarment Effect of Debarment Length of Debarment Contractor's Certificate of Competency or License Number; or Qualifier, when applicable 24 Vivian Perez (individual, former officer of Global Electrical & Lighing Supplies, Inc.)for 13753 SW 143rd CT, SUITE 101, MIAMI, FL 33186 Internal Services Department (ISD Director, 305-375-1135) Violation of Section 10-38 Excluded from Contracting w/Miami-Dade County a ten (10) year period 1/18/2018 - 1/18/2028 n/a 25 Hialeah Transport, LLC 2965 E. llth Avenue Hialeah, FL 33013 Internal Services Department (ISD Director, 305-375-1135) Violation of Section 10-38 Excluded from Contracting w/Miami-Dade County Indefinitely. 12/21/2015 - Indefinite n/a 26 Amancio Alonso (individual, former officer of Hialeah Transport, LLC) 2965 E. llth Avenue Hialeah, FL 33013 Internal Services Department (ISD Director, 305-375-1135) Violation of Section 10-38 Excluded from Contracting w/Miami-Dade County Indefinitely. 12/21/2015 - Indefinite n/a 27 Jose Barroso (indvidual, former officer of E&C Electrical Service, Inc.) 1625 NE 104th St Miami Shores, FL 33138 Internal Services Department (ISD Director, 305-375-1135) Violation of Section 10-38 Excluded from Contracting w/Miami-Dade County for a ten (10) year period. 1/18/2018 - 1/18/2028 n/a 28 Roy J. Bustillo (individual, former officer of Municipal Lighting Systems Group, Inc.) 7035 SW 47th St A Miami, FL 33155 Internal Services Department (ISD Director, 305-375-1135) Violation of Section 10-38 Excluded from Contracting w/Miami-Dade County for a ten (10) year period. 1/18/2018 - 1/18/2028 n/a 29 Jorge De La Noval (individual, owner and operator of The Ultimate Electrician) 13701 SW 88TH ST STE 222 MIAMI, FL 33186 Miami Dade County Office of Inspector General, 305-375- 1946 Violation of Section 10-38 Excluded from Contracting w/Miami-Dade County for a five (5) year period 8/26/2021 - 8/26/2026 n/a 30 Siltek Affordable Housing, LLC. 5800 SW 178th Ave, Southwest Ranches, FL 33331 Public Housing and Community Development Department (PHCD Director, (786) 469-4106) Violation of Section 10-39 Excluded from Contracting w/Miami-Dade County for a ten (10) year period 6/20/2024 - 6/19/2034 n/a 31 Rene Antonio Sierra (individual, former officer of Siltek Affordable Housing, LLC.) 481 Ranch Road Weston, Florida 33325 Public Housing and Community Development Department (PHCD Director, (786) 469- 4106) Violation of Section 10-38 Excluded from Contracting w/Miami-Dade County for a nine (9) year period 11/30/2019 - 11/29/2028 n/a This report is maintained by Strategic Procurement Department (SPD). Please note: this list is only updated when an entity or individual is added or removed. For any questions, please contact Michou Jean, at (305) 375-3161. 3 1 tia . ]ov Home 1 Product Control Contractors 1 Building Officials Contact us Error during processing. Read error message below and click reset to go back to Selection Menu. NAME NOT ON FILE Reset I BCCO Contractor Inquiry and Complaint Search I BCCO Home Page I State License Search Menu Home I Using Our Site I About I Phone Directory I Privacy I Disclaimer © 2001 Miami -Dade County. All rights reserved. Last updated by James Fuller on Mar 11, 2025 at 04:24 PM SECURIAN FINANCIAL GROUP, INC. �! SAM„GOV® SECURIAN FINANCIAL GROUP, INC. Unique Entity ID E2VTTW863BZ9 Registration Status Active Registration Physical Address 400 Robert ST N Saint Paul, Minnesota 55101-2037 United States CAGE / NCAGE 7JVP4 Expiration Date Mar 11, 2026 Mailing Address 400 Robert Street North Saint Paul, Minnesota 55101-2037 United States Purpose of Registration All Awards Doing Business as (blank) Congressional District Minnesota 04 Division Name (blank) State / Country of Incorporation Delaware / United States Division Number (blank) URL www.securian.com Registration Dates Activation Date Mar 13, 2025 Submission Date Mar 11, 2025 Initial Registration Date Aug 19, 2021 Entity Dates Entity Start Date Aug 6, 1880 Fiscal Year End Close Date Dec 31 Immediate Owner CAGE (blank) Legal Business Name (blank) Highest Level Owner CAGE (blank) Legal Business Name (blank) Executive Compensation Registrants in the System for Award Management (SAM) respond to the Executive Compensation questions in accordance with Section 6202 of P.L. 110-252, amending the Federal Funding Accountability and Transparency Act (P.L. 109-282). This information is not displayed in SAM. It is sent to USAspending.gov for display in association with an eligible award. Maintaining an active registration in SAM demonstrates the registrant responded to the questions. Proceedings Questions Registrants in the System for Award Management (SAM.gov) respond to proceedings questions in accordance with FAR 52.209-7, FAR 52.209-9, or 2. C.F.R. 200 Appendix XII. Their responses are displayed in the responsibility/qualification section of SAM.gov. Maintaining an active registration in SAM.gov demonstrates the registrant responded to the proceedings questions. Exclusion Summ Active Exclusions Records? No I authorize my entity's non -sensitive information to be displayed in SAM public search results: Yes Business Types Entity Structure Corporate Entity (Not Tax Exempt) Entity Type Business or Organization Organization Factors (blank) Profit Structure For Profit Organization Jan 23, 2026 02:58:35 PM GMT https: //sam.gov/entity/E2 VTTW863BZ9/coreData?status=null Page 1 of 2 Last updated by James Fuller on Mar 11, 2025 at 04:24 PM Socio-Economic Types SECURIANFINANCIAL GROUP, INC. Check the registrant's Reps & Certs, if present, under FAR 52.212-3 or FAR 52.219-1 to determine if the entity is an SBA -certified HUBZone small business concern. Additional small business information may be found in the SBA's Dynamic Small Business Search if the entity completed the SBA supplemental pages during registration. Accepts Credit Card Payments No Debt Subject To Offset No EFT Indicator 0000 CAGE Code 7JVP4 Points of Contact Electronic Business 0 Nate Kolle 400 Robert Street North St. Paul , Minnesota 55101 United States Nate Kolle, Affinity Solutions Compliance Manager 400 Robert Street North St. Paul , Minnesota 55101 United States Government Business 0 Nate Kolle 400 Robert Street North St. Paul , Minnesota 55101 United States Nate Kolle, Affinity Solutions Compliance Manager 400 Robert Street North St. Paul , Minnesota 55101 United States Past Performance 0 Nate Kolle, Affinity Solutions Compliance Manager 400 Robert Street North St. Paul , Minnesota 55101 United States NAICS Codes Primary Yes NAICS Codes 524113 NAICS Title Direct Life Insurance Carriers This entity does not appear in the disaster response registry. Jan 23, 2026 02:58:35 PMGMT https: //sam.gov/entity/E2VTTW863BZ9/coreData?status=null Page 2 of 2 DIVISION OF CORPORATIONS ;rj��forg awatc)i of an official Irate o/ Florida svebsite Department of State / Division of Corporations / Search Records / Search by Entity Name / Detail by Entity Name Foreign Profit Corporation MINNESOTA LIFE INSURANCE COMPANY Filing Information Document Number FEI/EIN Number Date Filed State Status Last Event Event Date Filed Principal Address 400 Robert Street North Saint Paul, MN 55101 Changed: 10/24/2025 Mailing Address 400 Robert Street North Saint Paul, MN 55101 804408 41-0417830 07/13/1948 MN ACTIVE REINSTATEMENT 10/24/2025 Changed: 10/24/2025 Registered Agent Name & Address CHIEF FINANCIAL OFFICER 200 E GAINES ST TALLAHASSEE, FL 32399-0000 Name Changed: 10/24/2025 Address Changed: 04/24/2014 Officer/Director Detail Name & Address Title CEO, Director Hilger, Christopher M. 400 Robert Street North Saint Paul, MN 55101 Title CFO, Director Berlute, Peter G. 400 Robert Street North Saint Paul, MN 55101 Title Secretary, Director Montz, Renee D. 400 Robert Street North Saint Paul, MN 55101 Title Assistant Secretary Mendez-Bentho, Erika R. 400 Robert Street North Saint Paul, MN 55101 Title Director Brainerd, Mary K. 400 Robert Street North Saint Paul, MN 55101 Title Director Ehren, Robert J. 400 Robert Street North Saint Paul, MN 55101 Title Director Fowke, Benjamin G.S., III 400 Robert Street North Saint Paul, MN 55101 Title Director Gavin, Sara H. 400 Robert Street North Saint Paul, MN 55101 Title Director Goodman, Eric B. 400 Robert Street North Saint Paul, MN 55101 Title Director Kolar, Jim P. 400 Robert Street North Saint Paul, MN 55101 Title Director Reibel, Sue M. 400 Robert Street North Saint Paul, MN 55101 Annual Reports Report Year Filed Date 2023 02/10/2023 2024 03/21/2024 2025 10/24/2025 Document Images 10/24/2025 -- REINSTATEMENT 03/21/2024 --ANNUAL REPORT 02/10/2023 --ANNUAL REPORT 02/04/2022 --ANNUAL REPORT 03/11/2021 --ANNUAL REPORT 02/03/2020 --ANNUAL REPORT 04/03/2019 --ANNUAL REPORT 03/01/2018 --ANNUAL REPORT 03/09/2017 --ANNUAL REPORT 03/14/2016 --ANNUAL REPORT 04/06/2015 --ANNUAL REPORT 04/24/2014 --ANNUAL REPORT 04/23/2013 --ANNUAL REPORT 02/07/2012 --ANNUAL REPORT 04/15/2011 --ANNUAL REPORT 04/27/2010 --ANNUAL REPORT 03/04/2009 --ANNUAL REPORT 01/31/2008 --ANNUAL REPORT 03/28/2007 --ANNUAL REPORT 01/30/2006 --ANNUAL REPORT 03/29/2005 --ANNUAL REPORT 03/29/2004 --ANNUAL REPORT 03/31/2003 --ANNUAL REPORT 05/01/2002 --ANNUAL REPORT 03/21/2001 --ANNUAL REPORT 03/21/2000 --ANNUAL REPORT 03/10/1999 --ANNUAL REPORT 10/05/1998 -- Name Change 02/09/1998 --ANNUAL REPORT View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format 01/29/1997 --ANNUAL REPORT View image in PDF format 05/01/1996 --ANNUAL REPORT View image in PDF format 03/07/1995 --ANNUAL REPORT View image in PDF format Florida Department of State, Division of Corporations CITY OF MIAMI, FLORIDA INTER -OFFICE MEMORANDUM TO: James Reyes rInitial City Manager le oocusignea by: 23395C6318214Ef... FROM: David Ruiz Interim Director of Risk Management DATE1 SUBJECT: Emergency purchases REFERENCES: ENCLOSURES: The Department of Risk Management respectfully requests your approval of the following emergency purchase(s) Basic Life , Accidental Death & Dismemberment, and Supplemental Life Insurance coverages The goods and/or services required herein are as a result of one or both of the following circumstance(s): 1) A public emergency (threats to health, life, welfare or safety); or 2) Convenience of the City. Per the emergency procurement procedures as defined in Section 18-90 of the City Code, authorization to waive the competitive bid process, albeit it is a retroactive authorization, is also requested for the aforementioned emergency purchase if greater than $25,000. This purchase is necessary for the following reason: To avoid the expiration of Basic Life , Accidental Death & Dismemberment , and Supplemental Life Insurance coverages that are offered to certain classes of employees by Minnesota Life Insurance Company. This emregency approval will be for a two (2) year extension so that an RFP can be issued. CITY MANAGER: Signed by: 56721,A4f8... James Reyes M APPROVED DISAPPROVED April 2, 2026 1 14:04:24 EDT Date: DIRECTOR, DEPARTMENT OF PROCUREMENT: x❑ APPROVED D DISAPPROVED roocusignea by: ag€ao€aras% Annie Perez, CPPO Date: March 24, 2026 1 15:48:16 EDT Additional certification required for emergency purchases greater than $25,000: DIRECTOR, OFFICE OF MANAGEMENT AND BUDGET: -SFfiE&311p5t-5495 Marie "Maggie" Gouin MI certify the funds to cover this emergency purchase are available Date: March 24, 2026 1 16:52:11 EDT City of Miami Professional Services Agreement No. RFP 469353 CITY OF MIAMI AMENDMENT NO. 2 TO PROFESSIONAL SERVICES AGREEMENT BETWEEN THE CITY OF MIAMI AND MINNESOTA LIFE INSURANCE COMPANY REQUEST FOR PROPOSALS ("RFP") NO. 469353 EMPLOYEE BENEFIT LIFE AND ACCIDENTAL DEATH AND DISMEMBERMENT PLANS This Amendment No. 2 ("Amendment") to the Request For Proposals ("RFP") No. 469353 Professional Services Agreement, dated January 1, 2015 ("PSA"), between the City of Miami, a municipal Corporation of the State of Florida ("City"), and Minnesota Life Insurance Company, a foreign profit corporation ("Provider"), is entered into this 13th day of July 2026 (the "Effective Date"). The Agreement is hereby amended as follows: RECITALS WHEREAS, pursuant to Resolution No. 14-0479, adopted by the City Commission on December 11, 2014, the City and the Provider entered into a PSA to provide Employee Benefit Life and Accidental Death and Dismemberment ("AD&D") Plans ("Services), for the Department of Risk Management ("Risk"), in accordance with RFP 469353, Employee Benefit Life and Accidental Death AD&D Plans, subject to the availability of funds for the Term and Scope of Work included in the PSA; and WHEREAS, the City has agreed to subsequent 120-day extensions after the expiration of the initial term, the additional options to renew, and Amendment No. 1 to the PSA; and WHEREAS, the PSA currently -expires on April 4, 2026, and it is in the best interest of the City to extend the PSA with the Provider through December 31, 2028; and WHEREAS, the PSA expires on April 4, 2026 and it is not practicable or advantageous for the City to procure the Services pursuant to the Code of the City of Miami, Florida, as amended ("City Code "), before the expiration of the PSA; and WHEREAS, the Provider has offered to extend the PSA through December 31, 2028, including a fifteen percent (15.00%) reduction on Basic Life coverage for active employees and retirees, and a nine and three-quarters percent (9.75%) reduction on Supplemental Life Coverage; and WHEREAS, the current extension shall cease upon the completion of a new solicitation to secure the Services and the completion of the City's insurance open enrollment period; and WHEREAS, the continuation of life insurance and AD&D coverage for City employees is essential to the health, welfare, and benefit of City personnel, and an interruption in such coverage would be detrimental to the City and its employees; and WHEREAS, pursuant to the City Manager's emergency findings, certifying a valid public emergency, it is most advantageous for the City to waive the competitive sealed bidding requirements, pursuant to Section 18-90 of the City Code. 1 City of Miami Professional Services Agreement No. RFP 469353 NOW THEREFORE, for the considerations hereinafter as set forth, the parties agree to as follows: TERMS 1. The recitals set forth above are incorporated by reference as if set forth in full herein. 2. This Amendment hereby implements the rates set forth in Exhibit A to this Amendment and extends the PSA with the Provider through December 31, 2028. 3. Section 18 of the PSA titled "Notices" is hereby deleted in its entirety and replaced with the following language: All notices or other communications required under this Agreement shall be in writing and shall be given by hand -delivery or by registered or certified U.S. Mail, return receipt requested, addressed to the other party at the address indicated herein or to such other address as a party may designate by notice given as herein provided. Notice shall be deemed given on the day on which personally delivered; or, if by mail, on the fifth day after being posted or the date of actual receipt, whichever is earlier. TO CONTRACTOR: TO THE CITY OF MIAMI: Kyle Streee 2nd Vice President / Public Risk Advisor 400 Robert Street North Saint Paul, MN 55101 James Reyes City Manager 444 SW 2nd Avenue, l 0th Floor Miami, FL 33130-1910 George K. Wysong III City Attorney 444 SW 2nd Avenue, 9th Floor Miami, FL 33130-1910 David Ruiz Interim Director Risk Management One Flagler Building 14 NE lst Ave., 2nd Floor Miami, FL 33132 Annie Perez, CPPO Procurement Director 444 SW 2nd Avenue, 6t Floor Miami, FL 33130-1910 4. Section 19 of the PSA titled "Miscellaneous Provisions" is hereby amended to add the following language: F. Title and paragraph headings are for convenient reference and are not a part of this Agreement. G. Nothing contained in this Agreement is in any way intended to be a waiver of the limitation placed upon the Indemnitees' liability as set forth in Chapter 768, Florida Statutes. Additionally, the Indemnitees do not waive sovereign immunity, and no claim or award against the Indemnitees shall include attorneys' fees, investigative costs, pre -suit or adjusting costs, or pre judgment interest. 2 City of Miami Professional Services Agreement No. RFP 469353 H. If any term or provision of this Agreement, or combination of the same, is in violation of any applicable law or regulation, or is unenforceable or void for any reason, such term, provision or combination of same shall be modified or reformed by the court to the minimum extent necessary to accomplish the intention of the entire Agreement to the maximum extent allowable, under any legal form, without violating applicable law or regulation. If such term, provision, or combination of same cannot be modified or reformed, then the same shall be deemed severable Notwithstanding, the remainder of the Agreement shall remain binding upon the parties. This Subsection shall not apply if there is a material breach of this Agreement causing cancelation or cancellation for convenience. 5. Section 31 of the Agreement, titled "Counterparts; Electronic Signatures" is hereby added with the following language: This Agreement may be executed in counterparts, each of which shall be an original as against either party whose signature appears thereon, but all of which taken together shall constitute but one and the same instrument. An executed facsimile or electronic scanned copy of this Agreement shall have the same force and effect as an original. The parties shall be entitled to sign and transmit an electronic signature on this Agreement (whether by facsimile, PDF, or other email transmission), which signature shall be binding on the party whose name is contained therein. Any party providing an electronic signature agrees to promptly execute and deliver to the other parties an original signed Agreement upon request 6. Section 32, titled "E-Verify Employment Verification" is hereby added to the agreement with the following language: By entering into this Agreement, Third Party Administrator and its subcontractors are jointly and severally obligated to comply with the provisions of Section 448.095, Florida Statutes, as amended, titled "Employment Eligibility." Third Party Administrator affirms that (a) it has registered and uses the U.S. Department of Homeland Security's E-Verify system to verify the work authorization status of all new employees of Third Party Administrator; (b) it has required all subcontractors to this Agreement to register and use the E-Verify system to verify the work authorization status of all new employees of the subcontractor; (c) it can obtain an affidavit from all subcontractors to this Agreement attesting that the subcontractor does not employ, contract with, or subcontract with, unauthorized aliens; and (d) it shall maintain copies of any such affidavits for the duration of the Agreement. Registration information is available at: http://www.uscis.gov/e-verify. If the City has a good faith belief that Third Party Administrator has knowingly violated Section 448.09(1), Florida Statutes, then City shall terminate this Agreement in accordance with Section 448.095(5)(c), Florida Statutes. In the event of such termination, Third Party Administrator agrees and acknowledges that it may not be awarded a public contract for at least one (1) year from the date of such termination and that Third Party Administrator shall be liable for any additional costs incurred by the City because of such termination. In addition, if City has a good faith belief that a subcontractor has knowingly violated any provisions of Sections 448.09(1) or 448.095, Florida Statutes, but Third Party Administrator has otherwise complied with its requirements under those statutes, then Third Party Administrator agrees that it shall terminate its contract with the subcontractor upon receipt of notice from the City of such violation by subcontractor in accordance with Section 448.095(5)(c), Florida Statutes. Any challenge to termination under this provision must be filed in the Circuit or County Court by the City, Third Party Administrator, or subcontractor no later than twenty (20) calendar days after the date of said termination. 7. Section 33, titled "Antitrust Violators Vendor List" is hereby added to the agreement with the following language: 3 City of Miami Professional Services Agreement No. RFP 469353 Pursuant to Section 287.137, Florida Statutes, a person or an affiliate who has been placed on the Antitrust Violator Vendors List following a conviction or being held civilly liable for an antitrust violation may not submit a bid, proposal, or reply on any agreement to provide any goods or services to a public entity; may not submit a bid, proposal, or reply on any agreement with a public entity for the construction or repair of a public building or public work; may not submit a bid, proposal, or reply on leases of real property to a public entity; may not be awarded or perform work as a grantee, supplier, subcontractor, or consultant under an agreement with a public entity; and may not transact new business with a public entity. 8. Section 34, titled "Anti -Human Trafficking" is hereby added to the agreement with the following language: The Third Party Administrator confirms and certifies that it is not in violation of Section 787.06, Florida Statutes, and that it does not and shall not use "coercion" for labor or services as defined in Section 787.06, Florida Statutes. The Third Party Administrator shall execute and submit to the City an Affidavit, of even date herewith, in compliance with Section 787.06(13), Florida Statutes, attached and incorporated herein as "Anti -Human Trafficking Affidavit". If the Third Party Administrator fails to comply with the terms of this Section, the City may suspend or terminate this Agreement immediately, without prior notice, and in no event shall the City be liable to Third Party Administrator for any additional compensation or for any consequential or incidental damages. 9. All terms and conditions of the Agreement shall remain in full force and effect except as expressly modified herein. (SIGNATURE PAGE FOLLOWS) 4 City of Miami Professional Services Agreement No. RFP 469353 IN WITNESS WHEREOF, the provider hereto has caused this instrument to be executed by their respective officials thereunto duly authorized, as of the day and year first above written. ATTEST: By: Print Name: Alexandra Spychalla Title: Sr. Proposal Analyst 1 k;.;,:aa Alexandra Spychalla 1 11 `" Notary Public 4y, r Minnesota My Commission Expires Jan. 31, 2030 ATTEST: Signed by: Todd B Hannon, C APPROVED AS TO LEGAL FORM AND CORRECTNESS: r DS 1 1tt A:r t. Ulysos sd III aa„ESFEaa�<ea_ George K. Wysong III 26-240 City Attorney "Provider" Minnesota Life Insurance Company, a foreign profit corporation By: 6� Print Name: Kyle Strese Title: 2nd Vice President & Actuary "City" City of Miami, a Florida municipal corporation By: C James Reyes, City Manager APPROVED AS TO INSURANCE REQUIREMENTS: David Ruiz, Interim Director Risk Management Department 5 City of Miami Professional Services Agreement No. RFP 469353 COMPANY RESOLUTION (This Resolution needs to authorize the signatory to sign) WHEREAS, Minnesota Life Insurance Company , a insurance company (company type: Inc., LLC.), desires to enter into an Agreement with the City of Miami for the purpose of performing the work described in the contract to which this resolution is attached; and WHEREAS, the Board of Directors (board type; Board of Directors for Inc, Board of Managers for LLC.) at a duly held company meeting has considered the matter in accordance with the bylaws of the company; NOW, THEREFORE, BE IT RESOLVED BY THE BOARD of Directors (same as identified above) that this company is authorized to enter into the Agreement with the City, and the 2nd Vice President & Actuary (company officer title) and the NA (company officer title) are hereby authorized and directed to execute the Agreement in the name of this Company and to execute any other document and perform any acts in connection therewith as may be required to accomplish its purpose. IN WITNESS WHEREOF, this 28 day of April , 2026. Minnesota Life Insurance Company ("Contractor") An Minnesota (State) Company By: (sign) Print Name: Kyle Strese TITLE: 2nd Vice President & Actuary (sign) Print Name: 6 Contract No. RFP 469353 Amendment No. 2 EXHIBIT A securian FINANCIAL RATE CONFIRMATION 1. Policyholder: City of Miami 2. Policy Number(s): 33050 3. Insurance Product(s): Basic Term Life and AD&D, Employee and Spouse Supplemental Term Life and AD&D, Child Life 4. The insurance rates included in this rate confirmation are net of commissions. 5. Underwriting company: Minnesota Life Insurance Company 6. Rate Coverage Period: January 1, 2026 - December 31, 2028 Premium Rates: Coverage Current Rates Rate per $1,000 per month Renewal Rates Rate per $1,000 per month Basic Active Life - Class 1 & 7 $0.20 $0.17 Basic Active Life - Class 2 & 3 $0.44 $0.37 Basic Retiree Life - Class 4 $1.53 $1.30 Basic Retiree Life - Class 5 & 6 $2.77 $2.35 Basic Active AD&D $0.02 $0.02 Basic Retiree AD&D $0.06 $0.06 Employee and Spouse Supplemental Life* Age Rate Age Rate Under 25 $0.08 Under 25 $0.07 25 - 29 $0.08 25 - 29 $0.07 30 - 34 $0.09 30 - 34 $0.08 35 - 39 $0.11 35 - 39 $0.10 40 - 44 $0.15 40 - 44 $0.14 45 - 49 $0.20 45 - 49 $0.18 50 - 54 $0.30 50 - 54 $0.27 55 - 59 $0.55 55 - 59 $0.50 60 - 64 $0.85 60 - 64 $0.77 65-69 $1.31 65-69 $1.18 70 - 74 $2.68 70 - 74 $2.42 75+ $2.68 75+ $2.42 Employee and Spouse Supplemental AD&D $0.03 $0.03 Child Life $0.15 $0.15 *Please note, supplemental life rates do not include AD&D Contract No. RFP 469353 Amendment No. 2 EXHIBIT A Securian Financial Group By Title 2nd Vice President and Actuary Date March 20, 2026 ACKNOWLEDGEMENT BY AUTHORIZED REPRESENTATIVE OF POLICYHOLDER This document confirms that the rates stated above are the agreed upon rates for the specified policy numbers. These rates will be charged for coverage amounts effective during the Rate Coverage Period listed above. This renewal offer is subject to the current terms and conditions of the policies covering employees and their dependents. Minnesota Life reserves the right to adjust the rates at any time in the event of plan design changes, modifications to the definition of eligible employees, or significant demographic changes in the group. We define significant changes to mean a change in the volume within a coverage or across coverages of more than 15%. Actives and retirees are considered independent coverages. The baseline for calculating the total change in volume will be the volume provided in the 2026 renewal census. By Date Title EXHIBIT B INSURANCE REQUIREMENTS I. Commercial General Liability A. Limits of Liability Bodily Injury and Property Damage Liability Each Occurrence General Aggregate Limit Personal and Adv. Injury Products/Completed Operations B. Endorsements Required City of Miami listed as additional insured Primary Insurance Clause Endorsement Contingent Exposures Included $1,000,000 $ 2,000,000 $ 1,000,000 $ 1,000,000 II. Business Automobile Liability A. Limits of Liability Bodily Injury and Property Damage Liability Combined Single Limit Owned/Scheduled Autos Including Hired, Borrowed or Non -Owned Autos Any One Accident $ 1,000,000 B. Endorsements Required City of Miami listed as an additional insured III. Worker's Compensation Limits of Liability Statutory -State of Florida Waiver of Subrogation Employer's Liability A. Limits of Liability $1,000,000 for bodily injury caused by an accident, each accident $1,000,000 for bodily injury caused by disease, each employee $1,000,000 for bodily injury caused by disease, policy limit IV. Professional/E&O Liability Combined Single Limit Each Claim Policy Aggregate Retroactive date included V Umbrella Liability Each Occurrence Policy Aggregate $5,000,000 $5,000,000 $10,000,000 $10,000,000 City listed as additional insured. Excess Following Form over the general liability and auto policies. EXHIBIT B The above policies shall provide the City of Miami with written notice of cancellation or material change from the insurer in accordance with policy provisions. Companies authorized to do business in the State of Florida, with the following qualifications, shall issue all insurance policies required above: The company must be rated no less than "A-" as to management, and no less than "Class V" as to Financial Strength, by the latest edition of Best's Insurance Guide, published by A.M. Best Company, Oldwick, New Jersey, or its equivalent. All policies and /or certificates of insurance are subject to review and verification by Risk Management prior to insurance approval. ANTI -HUMAN TRAFFICKING AFFIDAVIT 1. The undersigned affirms, certifies, attests, and stipulates as follows: a. The entity is a non -governmental entity authorized to transact business in the State of Florida and in good standing with the Florida Department of State, Division of Corporations. b. The nongovernmental entity is either executing, renewing, or extending a contract (including, but not limited to, any amendments, as applicable) with the City of Miami ("City") or one of its agencies, authorities, boards, trusts, or other City entity which constitutes a governmental entity as defined in Section 287.138(1), Florida Statutes (2024). c. The nongovernmental entity is not in violation of Section 787.06, Florida Statutes (2024), titled "Human Trafficking " d. The nongovernmental entity does not use "coercion" for labor or services as defined in Section 787.06, Florida Statutes (2024), attached and incorporated herein as Exhibit Affidavit-1. 2. Under penalties of perjury, I declare the following: a. I have read and understand the foregoing Anti -Human Trafficking Affidavit and that the facts, statements and representations provided in Section 1 are true and correct. b. I am an officer or a representative of the nongovernmental entity authorized to execute this Anti - Human Trafficking Affidavit. Nongovernmental Entity: Minnesota Life Insurance Company Name: Kyle Strese Signature of Officer: Officer Title: 2nd Vice President & Actuary Office Address: 400 Robert Street North, St. Paul, MN 55101 Email Address: ssanchez@ochsinc.com Main Phone Number: 800-392-7295 FEIN No. 4/1 -Q/4/1 /7 /B/3/0 STATE OF FLORIDA COUNTY OF MIAMI-DADE The foregoing instrument was swom to and subscribed before me by means of O physical presence or O online notarization, this 28 day of April by Alexandra Spychalla , as the authorized officer or representative for the nongovernmental entity.. ie/she is personally known tome r has produced Alexandra Spychalla Notary Public Minnesota My Commission Expires Jan. 31, 2030 My Commission Expires: 1 /31 /2030 as identification. Signature of Personaking Oath Alexandra Spychalla (Printed, Typed, or Stamped Name of Notary Public) DIVISION OF CORPORATIONS ;rj��forg awatc)i of an official Irate of Florida svebsite Department of State / Division of Corporations / Search Records / Search by Entity Name / Detail by Entity Name Foreign Profit Corporation MINNESOTA LIFE INSURANCE COMPANY Filing Information Document Number FEI/EIN Number Date Filed State Status Last Event Event Date Filed Principal Address 400 Robert Street North Saint Paul, MN 55101 Changed: 10/24/2025 Mailing Address 400 Robert Street North Saint Paul, MN 55101 804408 41-0417830 07/13/1948 MN ACTIVE REINSTATEMENT 10/24/2025 Changed: 10/24/2025 Registered Agent Name & Address CHIEF FINANCIAL OFFICER 200 E GAINES ST TALLAHASSEE, FL 32399-0000 Name Changed: 10/24/2025 Address Changed: 04/24/2014 Officer/Director Detail Name & Address Title CEO, Director Hilger, Christopher M. 400 Robert Street North Saint Paul, MN 55101 Title CFO, Director Berlute, Peter G. 400 Robert Street North Saint Paul, MN 55101 Title Secretary, Director Montz, Renee D. 400 Robert Street North Saint Paul, MN 55101 Title Assistant Secretary Mendez-Bentho, Erika R. 400 Robert Street North Saint Paul, MN 55101 Title Director Brainerd, Mary K. 400 Robert Street North Saint Paul, MN 55101 Title Director Ehren, Robert J. 400 Robert Street North Saint Paul, MN 55101 Title Director Fowke, Benjamin G.S., III 400 Robert Street North Saint Paul, MN 55101 Title Director Gavin, Sara H. 400 Robert Street North Saint Paul, MN 55101 Title Director Goodman, Eric B. 400 Robert Street North Saint Paul, MN 55101 Title Director Kolar, Jim P. 400 Robert Street North Saint Paul, MN 55101 Title Director Reibel, Sue M. 400 Robert Street North Saint Paul, MN 55101 Annual Reports Report Year Filed Date 2023 02/10/2023 2024 03/21/2024 2025 10/24/2025 Document Images 10/24/2025 -- REINSTATEMENT 03/21 /2024 --ANNUAL REPORT 02/10/2023 --ANNUAL REPORT 02/04/2022 --ANNUAL REPORT 03/11/2021 --ANNUAL REPORT 02/03/2020 --ANNUAL REPORT 04/03/2019 --ANNUAL REPORT 03/01 /2018 --ANNUAL REPORT 03/09/2017 --ANNUAL REPORT 03/14/2016 --ANNUAL REPORT 04/06/2015 --ANNUAL REPORT 04/24/2014 --ANNUAL REPORT 04/23/2013 --ANNUAL REPORT 02/07/2012 --ANNUAL REPORT 04/15/2011 --ANNUAL REPORT 04/27/2010 --ANNUAL REPORT 03/04/2009 --ANNUAL REPORT 01 /31 /2008 --ANNUAL REPORT 03/28/2007 --ANNUAL REPORT 01 /30/2006 --ANNUAL REPORT 03/29/2005 --ANNUAL REPORT 03/29/2004 --ANNUAL REPORT 03/31 /2003 --ANNUAL REPORT 05/01/2002 --ANNUAL REPORT 03/21/2001 --ANNUAL REPORT 03/21 /2000 --ANNUAL REPORT 03/10/1999 --ANNUAL REPORT 10/05/1998 -- Name Changg 02/09/1998 --ANNUAL REPORT View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format View image in PDF format 01/29/1997 --ANNUAL REPORT View image in PDF format 05/01/1996 --ANNUAL REPORT View image in PDF format 03/07/1995 --ANNUAL REPORT View image in PDF format Florida Department of State, Division of Corporations City of Miami Master Report Enactment Number: R-14-0479 City Hall 3500 Pan American Drive Miami, FL 33133 www.miamigov.com File Number: 14-01126 Version: Reference: File Type: Sfattistion Passed Controlling Body: Office of the City Clerk File Name: RFP for Employee Benefit Life andAD&D Plans Introduced: 10/28/2014 Requester: Mrptcrtment of Risk Management Final Action: 12/11/2014 Title: A RESOLUTION OF THE MIAMI CITY COMMISSION, WITH ATTACHMENT(S), ACCEPTING THE FINDINGS OF THE CITY MANAGER APPROVING THE RECOMMENDATION OF THE EVALUATION COMMITTEE ("COMMITTEE"), PURSUANT TO REQUEST FOR PROPOSALS ("RFP") NO. 469353, FOR THE PROVISION OF EMPLOYEE BENEFIT LIFE AND ACCIDENTAL DEATH AND DISMEMBERMENT PLANS; AUTHORIZING THE CITY MANAGER TO EXECUTE A PROFESSIONAL SERVICES AGREEMENT ("PSA"), IN SUBSTANTIALLY THE ATTACHED FORM, WITH MINNESOTA LIFE INSURANCE COMPANY, THE HIGHEST -RANKED FIRM SELECTED AS A RESULT OF THE COMPETITIVE SELECTION PROCESS, TO PROVIDE EMPLOYEE BENEFITS FOR LIFE AND ACCIDENTAL DEATH AND DISMEMBERMENT, FOR CITY OF MIAMI PERSONNEL, FOR A PERIOD OF THREE (3) YEARS, WITH THE OPTION TO RENEW FOR TWO (2) ADDITIONAL ONE (1) YEAR PERIODS; ALLOCATING FUNDS FROM ACCOUNT CODE NO. 50001.301001.523000.0000.00000; SINCE FOUR (4) PROPOSALS WERE RECEIVED, THE COMMITTEE RECOMMENDED TO THE CITY MANAGER THAT SHOULD NEGOTIATIONS FAIL WITH THE HIGHEST -RANKED FIRM, TO NEGOTIATE AND EXECUTE A PSA WITH THE SECOND HIGHEST -RANKED FIRM, STANDARD INSURANCE COMPANY; FURTHER AUTHORIZING THE CITY MANAGER, SHOULD NEGOTIATIONS FAIL WITH THE SECOND HIGHEST -RANKED FIRM, TO REJECT ALL PROPOSALS AND ISSUE A NEW RFP SOLICITATION. Sponsors: Notes: Indexes: Attachments: 14-01126 Summary Form.pdf,14-01126 Memo - Selection of Evaluation Comm..pdf,14-01126 Memo - Recommendation of Evaluation Comm..pdf,14-01126 Corporate Detail.pdf,14-01126 Legislation.pdf,14-01126 Exhibit.pdf, History of Legislative File Version: Acting Body: Date: Action: Sent To: Due Date: Return Date: Result: 1 Office of the City 12/3/2014 Reviewed and Attorney Approved 1 City Commission 12/11/2014 ADOPTED 1 Office of the Mayor 12/19/2014 Signed by the Mayor Office of the City Clerk 1 Office of the City Clerk 12/23/2014 Signed and Attested by City Clerk Pass City of Miami Page 1 Printed on 5/23/2016 L U K U CERTIFICATE OF LIABILITY INSURANCE DATE(MM/DD/YYYY) 5/22/2026 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). PRODUCER Brown & Brown Insurance Services, Inc. 901 Marquette Ave., Suite 1800 Minneapolis, MN 55402 CONTACT Dawn Heinemann or Melody Kronbach NAME: (A//CNN o Ext): (612)333-3323 (AA/C, No): 612-373-7270 a DD Rless: dawn.heinemann@bbrown.com INSURER(S) AFFORDING COVERAGE NAIC # INSURERA: Sentry Insurance Company 24988 INSURED Minnesota Mutual Companies Inc 400 Robert Street North A6-4712, Risk Management St. Paul, MN 55101 INSURER B : Allied World National Assurance Company 10690 INSURERC: Sentry Casualty Company 28460 INSURER D: INSURERE: INSURER F : COVERAGES CERTIFICATE NUMBER: 666260 REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED D ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMEN SPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJE • THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. *LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. LIMITS SHOWN ARE I L. , OF AMOUNTS REQUESTED BY THE CERTIFICATE HOLDER AND MAY NOT REFLECT POLICY LIMIT AMOUNTS IN EXCESS OF THOSE REQUESTED. *Not A b In WY INSR LTR TYPE OF INSURANCE A INSD S WVD POLICY NUMBER POLICY F (MM/D ICYEXP MM/DD/YYYY) LIMITS A X COMMERCIAL GENERAL LIABILITY �/ /\ 9017760003 C1-01-?025 `/'�' IV �\ O� 11-01-2026 EACH OCCURRENCE $ 1,000,000 CLAIMS -MADE X OCCUR PREMISES SES (Ea occur DAMAGE TO ante) $ 1,000,000 MED EXP (Any one person) $ 10,000 PERSONAL&ADVINJURY $ 1,000,000 GEN'L AGGREGATE X LIMIT APPLIES PRO - JECT PER: LOC GENERAL AGGREGATE $ 10,000,000 PRODUCTS - COMP/OPAGG $ 2,000,000 $ A AUTOMOBILE X XHIRED LIABILITY ANY AUTO OWNED X SCHEDULED AUTOS NON -OWNED AUTOS ONLY 1 0004� �� O O ,,‘. V 11-01-2025 11-01-2026 COMBINED SINGLE LIMIT (Ea accident) $ 2000,000 BODILY INJURY (Per person) $ BODILY INJURY (Per accident) $ PROPERTY DAMAGE (Per accident) $ $ B X UMBRELLA LIAB EXCESSLLIAB X OCCUR CLAIMS-MADEXe 03125722 11-01-2025 11-01-2026 EACH OCCURRENCE $ 10,000,000 AGGREGATE $ 10,000,000 DED X RETENTION$ 10,000 $ C WORKERS COMPENSATION AND EMPLOYERS' LIABILITY N/A 9017760001 11-01-2025 11-01-2026 X PER STATUTE OTH- ER E.L. EACH ACCIDENT $ 1,000,000 ANYPROPRIETOR/PARTNER/EXECUTIVE OFFICER/MEMBER EXCLUDED? (Mandatory in NH) If yes, describe under DESCRIPTION OF OPERATIONS below N E.L. DISEASE - EA EMPLOYEE $ 1,000,000 E.L. DISEASE - POLICY LIMIT $ 1,000,000 DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) City of Miami is additional insured on a primary and non-contributory basis as respects general, automobile and umbrella liability policies where required by written contract subject to the policy(s) terms and conditions. CERTIFICATE HOLDER CANCELLATION City of Miami 444 Southwest 2nd Avenue Miami, FL 33130 SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. AUTHORIZED REPRESENTATIVE ACORD 25 (2025/12) © 1988-2025 ACORD CORPORATION. All rights reserved. The ACORD name and logo are registered marks of ACORD AGENCY CUSTOMER ID: LOC #: AMM0. O' ADDITIONAL REMARKS SCHEDULE Page 2 of 2 AGENCY POLICY NUMBER CARRIER NAIC CODE NAMED INSURED Minnesota Mutual Companies Inc EFFECTIVE DATE: ADDITIONAL REMARKS THIS ADDITIONAL REMARKS FORM IS A SCHEDULE TO ACORD FORM, FORM NUMBER: FORM TITLE• Named Insured Includes: Minnesota Mutual Companies, Inc. Securian Holding Company Robert Street Property Management, Inc. Securian Financial Group, Inc. O Securian Financial Services, Inc. Minnesota Life Insurance Company o Securian Ventures, Inc. Securian Casualty Company a Securian Specialty Lines, Inc v\ Securian Asset Management, Inc. 1800 Reinsurance Company Ochs, Inc. _V\ Lowertown Capital, LLC Allied Solutions, LLC Securian Life Insurance Company • S` r Oakleaf Service Corporation o� Securian AAM Holdings, LLC Management, Inc. Asset Allocation & Management Company, LLC 4R7 Empyrean Holding Company, Inc. Empyrean Benefit Solutions, Inc. �,o Empyrean Insurance Services, Inc. ` V �/ Marketview Properties, LLC Marketview Properties II, LLC j_ Marketview Properties III, LLC Marketview Properties IV, LLC Vero,, LLC Q P ACORD 101 (2008/01) © 2008 ACORD CORPORATION. All rights reserved. The ACORD name and logo are registered marks of ACORD De Vito, Daniel From: Quevedo, Terry Sent: Wednesday, May 27, 2026 2:26 PM To: De Vito, Daniel; Gomez Jr., Francisco (Frank) Cc: Aviles, Yesenia Subject: RE: PROCUREMENT INSURANCE REVIEW FOR MINNESOTA MUTUAL COMPANIES INC Daniel The COI is adequate. Regards, 7 erry M. Quevedo City of Miami Risk Management Department 14NE 1st Avenue, 2nd Floor Miami, Florida 33132 (305) 416-1641 Office (305) 416-1710 Fax Tquevedo©miamigov. com "Soweet9, Sektoce49, cold 714, j me 9 curt eaoumuuo c From: De Vito, Daniel <DaDeVito@miamigov.com> Sent: Wednesday, May 27, 2026 2:24 PM To: Gomez Jr., Francisco (Frank) <FGomez@miamigov.com>; Quevedo, Terry <TQuevedo@miamigov.com> Cc: Aviles, Yesenia <YAviles@miamigov.com> Subject: PROCUREMENT INSURANCE REVIEW FOR MINNESOTA MUTUAL COMPANIES INC Good afternoon team, Please review the insurance attached at your earliest convenience and advise if adequate according to insurance requirements contained therein. Thank you! Daniel De Vito Procurement Contracting Officer i City of Miami Department of Procurement 444 SW 2nd Avenue, 6th Floor Miami, FL 33130 Office: (305) 416-1922 - Fax (305) 400-5075 Email: dadevito©miamigov.com Helpful Links: For vendor registration click Here For current solicitations please Visit our Solicitation Page Current contracts can be viewed by Visiting our Contract Database For solicitations in the Cone of Silence please visit our Cone of Silence Webpage L U K U CERTIFICATE OF LIABILITY INSURANCE DATE(MM/DD/YYYY) 5/22/2026 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). PRODUCER Brown & Brown Insurance Services, Inc. 901 Marquette Ave., Suite 1800 Minneapolis, MN 55402 CONTACT Dawn Heinemann or Melody Kronbach NAME: (A//CNN o Ext): (612)333-3323 (AA/C, No): 612-373-7270 a DD Rless: dawn.heinemann@bbrown.com INSURER(S) AFFORDING COVERAGE NAIC # INSURERA: Sentry Insurance Company 24988 INSURED Minnesota Mutual Companies Inc 400 Robert Street North A6-4712, Risk Management St. Paul, MN 55101 INSURER B : Allied World National Assurance Company 10690 INSURERC: Sentry Casualty Company 28460 INSURER D: INSURERE: INSURER F : COVERAGES CERTIFICATE NUMBER: 666260 REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED D ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMEN SPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJE • THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. *LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. LIMITS SHOWN ARE I L. , OF AMOUNTS REQUESTED BY THE CERTIFICATE HOLDER AND MAY NOT REFLECT POLICY LIMIT AMOUNTS IN EXCESS OF THOSE REQUESTED. *Not A b In WY INSR LTR TYPE OF INSURANCE A INSD S WVD POLICY NUMBER POLICY F (MM/D ICYEXP MM/DD/YYYY) LIMITS A X COMMERCIAL GENERAL LIABILITY �/ /\ 9017760003 C1-01-?025 k `/'�' IV �\ 1O� 11-01-2026 EACH OCCURRENCE $ 1,000,000 CLAIMS -MADE X OCCUR PREMISES SES (Ea occur DAMAGE TO ante) $ 1,000,000 MED EXP (Any one person) $ 10,000 PERSONAL&ADVINJURY $ 1,000,000 GEN'L AGGREGATE X LIMIT APPLIES PRO - JECT PER: LOCtil)i GENERAL AGGREGATE $ 10,000,000 PRODUCTS - COMP/OPAGG $ 2,000,000 $ A AUTOMOBILE X X LIABILITY ANY AUTO OWNED X SCHEDULED AUTOS NON -OWNED AUTOS ONLY X ` 1 00040 co, O , V 11-01-2025 11-01-2026 COMBINED SINGLE LIMIT (Ea accident) $ 2000,000 BODILY INJURY (Per person) $ BODILY INJURY (Per accident) $ PROPERTY DAMAGE (Per accident) $ $ B X UMBRELLA LIAB EXCESSLLIAB X OCCUR CLAIMS-MADEXe 03125722 11-01-2025 11-01-2026 EACH OCCURRENCE $ 10,000,000 AGGREGATE $ 10,000,000 DED X RETENTION$ 10,000 $ C WORKERS COMPENSATION AND EMPLOYERS' LIABILITY N/A 9017760001 11-01-2025 11-01-2026 X PER STATUTE OTH- ER E.L. EACH ACCIDENT $ 1,000,000 ANYPROPRIETOR/PARTNER/EXECUTIVE OFFICER/MEMBER EXCLUDED? (Mandatory in NH) If yes, describe under DESCRIPTION OF OPERATIONS below N E.L. DISEASE - EA EMPLOYEE $ 1,000,000 E.L. DISEASE - POLICY LIMIT $ 1,000,000 DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) City of Miami is additional insured on a primary and non-contributory basis as respects general, automobile and umbrella liability policies where required by written contract subject to the policy(s) terms and conditions. CERTIFICATE HOLDER CANCELLATION City of Miami 444 Southwest 2nd Avenue Miami, FL 33130 SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. AUTHORIZED REPRESENTATIVE ACORD 25 (2025/12) © 1988-2025 ACORD CORPORATION. All rights reserved. The ACORD name and logo are registered marks of ACORD AGENCY CUSTOMER ID: LOC #: AMM0. O' ADDITIONAL REMARKS SCHEDULE Page 2 of 2 AGENCY POLICY NUMBER CARRIER NAIC CODE NAMED INSURED Minnesota Mutual Companies Inc EFFECTIVE DATE: ADDITIONAL REMARKS THIS ADDITIONAL REMARKS FORM IS A SCHEDULE TO ACORD FORM, FORM NUMBER: FORM TITLE• Named Insured Includes: Minnesota Mutual Companies, Inc. Securian Holding Company Robert Street Property Management, Inc. Securian Financial Group, Inc. Securian Financial Services, Inc. Minnesota Life Insurance Company Securian Ventures, Inc. Securian Casualty Company Securian Specialty Lines, Inc Securian Asset Management, Inc. 1800 Reinsurance Company Ochs, Inc. Lowertown Capital, LLC Allied Solutions, LLC Securian Life Insurance Company Oakleaf Service Corporation Securian AAM Holdings, LLC Management, Inc. Asset Allocation & Management Company, LLC Empyrean Holding Company, Inc. Empyrean Benefit Solutions, Inc. Empyrean Insurance Services, Inc. Marketview Properties, LLC Marketview Properties II, LLC Marketview Properties III, LLC Marketview Properties IV, LLC Vero, LLC ACORD 101 (2008/01) © 2008 ACORD CORPORATION. All rights reserved. The ACORD name and logo are registered marks of ACORD ACORO° CERTIFICATE OF LIABILITY INSURANCE 414......./ 7/31/2026 DATE (MMIDDIYYYY) 6/4/2026 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). PRODUCER Lockton Companies, LLC DBA Lockton Insurance Brokers, LLC in CA CA license #OF15767 1185 Avenue of Us Americas, Ste. 2010 New York NY 10036 (646) 572-7300 CONTACT NAME: PHONE FAX (A/C No Ext): (A/C, No): E-MAIL ADDRESS: INSURER(S) AFFORDING COVERAGE NAIC # INSURER A : Lloyds of London INSURED Minnesota Life Insurance Company 1531545 400 Robert Street North St. Paul MN 55101 INSURER 6 : Federal Insurance Company 20281 INSURER C : Zurich American Tnsurance Company 16535 INSURER D : INSURER E : INSURER F : COVERAGES CERTIFICATE NUMBER: 21695147 REVISION NUMBER: XXXXXXX THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER j1OCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRI HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR LTR TYPE OF INSURANCE IANSD DDL SWVD POLICY NUMBERUBR POLICY EFF (MM/DD/YYYY) POLICY EXP (MM/DD/YYYY) LIMITS COMMERCIAL GENERAL LIABILITY NOT APPLICABLE /CC) - J `� CO EACH OCCURRENCE $ XXXXXXX CLAIMS -MADE OCCUR DAMAGE TO RENTED PREMISES (Ea occurrence) $ XXXXXXX MED EXP (Any one person) $ XXXXXXX PERSONAL & ADV INJURY $ XXXXXXX GEN'L AGGREGATE POLICY OTHER: LIMIT APPLIES PRO JECT PER: LOC GENERAL AGGREGATE $ XXXXXXX PRODUCTS - COMP/OP AGG $ XXXXXXX $ AUTOMOBILE LIABILITY ANY AUTO OWNED SCHEDULED AUTOS NON -OWNED AUTOS ONLY NOT APPLICABI 9`/�, ` ® V\ , V O9/ COMBINED SINGLE LIMIT (Ea accident) $ XXXXXXX BODILY INJURY (Per person) $ XXXXXXX BODILY INJURY (Per accident) $ XXXXXXX PROPERTY DAMAGE (Per accident) $ XXXXXXX $ XXXXXXX UMBRELLA LIAB EXCESS LIAB OCCUR CLAIMS -MADE 4q ePPLIC.'13'• EACH OCCURRENCE $ XXXXXXX AGGREGATE $ XXXXXXX DED RETENTION $ $ XXXXXXX WORKERS COMPENSATION EMPLOYERS' LIABILITY ANY PROPRIETOR/PARTNER/EXECUTIVE OFFICER/MEMBER EXCLUDED? (Mandatory in NH) If yes, describe under DESCRIPTION OF OPERATIONS below YIN A NOT APPLICABLE PER STATUTE OTH- ER ER E.L. EACH ACCIDENT $ XXXXXXX E.L. DISEASE - EA EMPLOYEE $ XXXXXXX E.L. DISEASE - POLICY LIMIT $ XXXXXXX A B C Cyber Liab FI Bond Enors & Omissions N N B0713MEDTE2604290 J06009736 EOC-1222658-01 6/1/2026 6/1/2026 6/1/2025 6/1/2027 6/1/2027 7/31/2026 Limit: $10M, Ret: $2M Single Loss Limit: $10M Aggregate: $20M See attached DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) Retroactive Dates — Cyber: Full Prior Acts E&O: 8/1/2023. CERTIFICATE HOLDER CANCELLATION See Attachment 21695147 City of Miami 444 SW 2nd Ave Suite 915 Miami, FL 33130 SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. AUTHORIZED REPRIZSE-iiA VE , 1 Y. ACORD 25 (2016/03) ©1988-2015 ACORD CORPORATION. ' I rights reserved. The ACORD name and logo are registered marks of ACORD Attachment Code: D633897 Master ID: 1531545, Certificate ID: 21695147 Errors & Omissions Policy#: EOC-1222658-01 Policy Term: 6/1/2025 - 7/31/2026 Issuing Co.: Zurich American Insurance Company Limit $10,000,000 Retention? $2,500,000 De Vito, Daniel From: Sent: To: Cc: Subject: Good Morning Daniel The certificates are adequate. Rega rds, Quevedo, Terry Tuesday, June 2, 2026 8:44 AM De Vito, Daniel; Gomez Jr., Francisco (Frank) Griffin, James; Gandarilla, Aimee RE: PROCUREMENT INSURANCE REVIEW FOR MINNESOTA MUTUAL COMPANIES INC 7 erry M. Quevedo City of Miami Risk Management Department 14NE 1st Avenue, 2nd Floor Miami, Florida 33132 (305) 416-1641 Office (305) 416-1710 Fax Tquevedo©miamigov. com Sew:0 g, Sektoce49, cold 714, j me 9 curt eaoumuuo c QO J(</ 4R7 0 9: •S Acz)/Q' From: De Vito, Daniel <DaDeVito@miamigov.com> Sent: Tuesday, June 2, 2026 8:38 AM To: Gomez Jr., Francisco (Frank) <FGomez@miamigov.com>; Quevedo, Terry <TQuevedo@miamigov.com> Cc: Griffin, James <JGriffin@miamigov.com>; Gandarilla, Aimee <AGandarilla@miamigov.com> Subject: RE: PROCUREMENT INSURANCE REVIEW FOR MINNESOTA MUTUAL COMPANIES INC Good morning Frank, I had sent you the PL on a previous email but did not include it when sending back for revision. Thank you and Terry as always for all your help! Sincerely, Daniel De Vito Procurement Contracting Officer City of Miami Department of Procurement i 444 SW 2nd Avenue, 6th Floor Miami, FL 33130 Office (305) 416-1916 — Fax (305) 400-5075 Email: dadevito@miamigov.com Helpful Links: For vendor registration click Here For current solicitations please Visit our Solicitation Page Current contracts can be viewed by Visiting our Contract Database For solicitations in the Cone of Silence please visit our Cone of Silence Webpage From: Gandarilla, Aimee <AGandarilla@miamigov.com> Sent: Friday, May 29, 2026 4:13 PM To: De Vito, Daniel <DaDeVito@miamigov.com> Cc: Griffin, James <JGriffin@miamigov.com> Subject: RE: PROCUREMENT INSURANCE REVIEW FOR MINNESOTA MUTUAL COMPANIES INC Hi Daniel, Please obtain a professional liability COI. Thank you. Thank you, 4,4„,,,,/ Procurement Assistant (Lcco City of Miami Procurement Dep mAit 444 SW 2nd Avenue, 6th floor, MI , FL �0 P (305) 416-1906 F (305) 073 a darillaamiamigov.com "Serving, Enhancing, ano Tra sforic our Community" From: De Vito, Daniel <DaDeVito@miamigov.com> Sent: Wednesday, May 27, 2026 3:03 PM To: Gandarilla, Aimee <AGandarilla@miamigov.com> Cc: Griffin, James <JGriffin@miamigov.com> Subject: FW: PROCUREMENT INSURANCE REVIEW FOR MINNESOTA MUTUAL COMPANIES INC Good afternoon, COI approved. Thank you, Daniel De Vito Procurement Contracting Officer City of Miami Department of Procurement 444 SW 2nd Avenue, 6th Floor Miami, FL 33130 Office (305) 416-1916 — Fax (305) 400-5075 Email: dadevito©miamigov.com Helpful Links: For vendor registration click Here For current solicitations please Visit our Solicitation Page Current contracts can be viewed by Visiting our Contract Database For solicitations in the Cone of Silence please visit our Cone of Silence Webpage From: Quevedo, Terry <TQuevedo@miamigov.com> Sent: Wednesday, May 27, 2026 2:26 PM To: De Vito, Daniel <DaDeVito@miamigov.com>; Gomez Jr., Francisco (Frank) <FGomez@miamigov.com> Cc: Aviles, Yesenia <YAviles@miamigov.com> Subject: RE: PROCUREMENT INSURANCE REVIEW FOR MINNESOTA MUTUAL COMPANIES INC Daniel The COI is adequate. Rega rds, Terry M Queved® City of Miami Risk Management Department 14NE 1st Avenue, 2nd Floor Miami, Florida 33132 (305) 416-1641 Office (305) 416-1710 Fax Tquevedo@miamigov. com ..Sez'c y, Snhaxceog, cord 714,4cnoteet9 curt From: De Vito, Daniel <DaDeVitoPmiamigov.com> Sent: Wednesday, May 27, 2026 2:24 PM To: Gomez Jr., Francisco (Frank) <FGomez@miamigov.com>; Quevedo, Terry <TQuevedo@miamigov.com> Cc: Aviles, Yesenia <YAviles@miamigov.com> Subject: PROCUREMENT INSURANCE REVIEW FOR MINNESOTA MUTUAL COMPANIES INC Good afternoon team, Please review the insurance attached at your earliest convenience and advise if adequate according to insurance requirements contained therein. Thank you! 3 Daniel De Vito Procurement Contracting Officer City of Miami Department of Procurement 444 SW 2nd Avenue, 6th Floor Miami, FL 33130 Office: (305) 416-1922 - Fax (305) 400-5075 Email: dadevito@miamigov.com Helpful Links: For vendor registration click Here For current solicitations please Visit our Solicitation Page Current contracts can be viewed by Visiting our Contract Database For solicitations in the Cone of Silence please visit our Cone of Silence Webpage Olivera, Rosemary From: Gandarilla, Aimee Sent: Monday, July 13, 2026 9:40 PM To: Hannon, Todd Cc: Olivera, Rosemary; Brown, Sadie; Fossler, Thomas; Johnson, Antiwonesha; Ewan, Nicole Subject: Amendment PSA Minnesota Life (Matter 26-240) Attachments: Amendment PSA Minnesota Life (Matter 26-240).pdf Good evening Todd, Please find attached the fully executed copy of the agreement from DocuSign. This electronic copy shall be considered the original for your records. If you have any questions, please do not hesitate to contact me. Please close Matter 26-240. Thank you, Aimee Procurement Assistant City of Miami Procurement Department 444 SW 2nd Avenue, 6th floor, Miami, FL 33130 P (305) 416-1906 F (305) 400-5073 E agandarilla@miamigov.com "Serving, Enhancing, and Transforming our Community" i