Benefits broker of record · MADISON, WI
PEAK RETIREMENT GROUP
PEAK RETIREMENT GROUP of MADISON, WI is named as the broker of record on 6 insurance contracts in public Form 5500 Schedule A filings.
Contracts brokered
6
Book size
under $10k
States
WI
Clients on file
| Employer | Carrier | Renews |
|---|---|---|
| MICROPRECISION, LLC | PRINCIPAL LIFE INSURANCE COMPANY | December |
| MICROPRECISION, LLC | PRINCIPAL LIFE INSURANCE COMPANY | December |
| AGILEX BUSINESS SOLUTIONS, LLC | TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY | December |
| GRACE LUTHERAN FOUNDATION, INC. | PRINCIPAL LIFE INSURANCE COMPANY | December |
| SILVER BIRCH SERVICES, LLC | TRANSAMERICA INSURANCE COMPANY | December |
Subscriber access
1 more plans in PEAK RETIREMENT GROUP'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