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Benefits broker of record · DE PERE, WI

JOHN STUART WOERFEL

JOHN STUART WOERFEL of DE PERE, WI is named as the broker of record on 4 insurance contracts in public Form 5500 Schedule A filings.

Contracts brokered
4
Book size
$10k–100k
States
WI

Book profile

JOHN STUART WOERFEL brokers 4 insured contracts for 2 employers covering 561 people, all in WI.

Disability is the largest line (2 contracts), followed by life (1).

NORTHWESTERN MUTUAL writes the most contracts in the book (4, about 100%).

Renewals concentrate in December — 75% of contracts — so most of the book comes up for review at once.

Carriers in the book
Employer states
Lines of coverage

disability 2 · life 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
FOSBER AMERICA, INC.GREEN BAY, WINORTHWESTERN MUTUALMay
VER HALEN, INC.GREEN BAY, WINORTHWESTERN MUTUALDecember
VER HALEN, INC.GREEN BAY, WINORTHWESTERN MUTUALDecember
VER HALEN, INC.GREEN BAY, WINORTHWESTERN MUTUALDecember

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