form5500lookup

Benefits broker of record · WAUKESHA, WI

R&R INSURANCE SERVICES, INC.

R&R INSURANCE SERVICES, INC. of WAUKESHA, WI is named as the broker of record on 255 insurance contracts in public Form 5500 Schedule A filings.

Contracts brokered
255
Book size
$1M+
States
WI

Book profile

R&R INSURANCE SERVICES, INC. brokers 255 insured contracts for 91 employers covering 65,280 people, across 5 states, led by WI, FL, IL.

Life is the largest line (65 contracts), followed by vision (53), disability (48), dental (42).

UNITED OF OMAHA LIFE INSURANCE COMPANY writes the most contracts in the book (52, about 20%); UNITEDHEALTHCARE INSURANCE COMPANY, DELTA DENTAL OF WISCONSIN, SUN LIFE ASSURANCE COMPANY OF CANADA follow.

Renewals concentrate in December — 59% of contracts — so most of the book comes up for review at once.

Employer states
Lines of coverage

life 65 · vision 53 · disability 48 · dental 42 · health 29 · stop-loss 3

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
KENOSHA BEEF INTERNATIONAL, LTDKENOSHA, WIUNITEDHEALTHCARE INSURANCE COMPANYAugust
UNITED COMMUNITY CENTERMILWAUKEE, WIUNITEDHEALTHCARE INSURANCE COMPANYDecember
R & R INSURANCE SERVICES, INCWAUKESHA, WIUNITEDHEALTHCARE INSURANCE COMPANYDecember
FLEXION INCMADISON, WIBLUE CROSS & BLUE SHIELD OF WISCONSINDecember
THE DIFFERENCE PRINCIPLE, INCMILWAUKEE, WIUNITEDHEALTHCARE INSURANCE COMPANYDecember
Subscriber access
218

more plans in R&R INSURANCE SERVICES, INC.'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