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Benefits broker of record · WAUNAKEE, WI

BRADFORD JAKEL

BRADFORD JAKEL of WAUNAKEE, WI is named as the broker of record on 3 insurance contracts in public Form 5500 Schedule A filings.

Contracts brokered
3
Book size
$10k–100k
States
WI

Book profile

BRADFORD JAKEL brokers 3 insured contracts for 1 employer covering 430 people, all in WI.

Health is the largest line (2 contracts), followed by dental (1), vision (1), life (1).

QUARTZ HEALTH BENEFIT PLANS COPRORATION writes the most contracts in the book (2, about 67%); PRINCIPAL LIFE INSURANCE COMPANY follow.

Renewals concentrate in July — 100% of contracts — so most of the book comes up for review at once.

Carriers in the book
Employer states
Lines of coverage

health 2 · dental 1 · vision 1 · life 1 · disability 1

Renewals by month
  1. J
  2. F
  3. M
  4. A
  5. M
  6. J
  7. J
  8. A
  9. S
  10. O
  11. N
  12. D

Clients on file

EmployerLocationCarrierRenews
ALPINE SLICING & CHEESE CONVERSION COMPANYMONROE, WIQUARTZ HEALTH BENEFIT PLANS COPRORATIONJuly
ALPINE SLICING & CHEESE CONVERSION COMPANYMONROE, WIQUARTZ HEALTH BENEFIT PLANS COPRORATIONJuly
ALPINE SLICING & CHEESE CONVERSION COMPANYMONROE, WIPRINCIPAL LIFE INSURANCE COMPANYJuly

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