form5500lookup

Benefits broker of record · SUSSEX, WI

BART PLANNERS

BART PLANNERS of SUSSEX, WI is named as the broker of record on 2 insurance contracts in public Form 5500 Schedule A filings.

Contracts brokered
2
Book size
$10k–100k
States
WI

Clients on file

EmployerCarrierRenews
ACUITY, A MUTUAL INSURANCE COMPANYMASSACHUSETTS MUTUAL LIFE INSURANCE COMPANYJune
Subscriber access

1 more plans in BART PLANNERS's book

See the full client list with carriers, renewal dates, and disclosed commissions — plus the renewal calendar and export.

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A