Benefits broker of record · PRAIRIE DU SAC, WI
SCHWARZ INSURANCE AGENCY INC
SCHWARZ INSURANCE AGENCY INC of PRAIRIE DU SAC, WI is named as the broker of record on 28 insurance contracts in public Form 5500 Schedule A filings.
28 contracts on file name SCHWARZ INSURANCE AGENCY INC as broker of record. The full book with premiums and commissions is on the subscriber view of this page, or through the Form5500Lookup connector for ChatGPT and Claude.
Book profile
SCHWARZ INSURANCE AGENCY INC brokers 28 insured contracts for 13 employers, across 2 states, led by WI, IN.
Life is the largest line (7 contracts), followed by disability (7), health (5), vision (4).
RELIANCE STANDARD LIFE INSURANCE COMPANY writes the most contracts in the book (14, about 50%); THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, DEAN HEALTH PLAN INC, EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA follow.
Renewals concentrate on January 1: 86% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.
Contracts in the book, by the carrier that writes them. Largest first.
- RELIANCE STANDARD LIFE INSURANCE COMPANY14
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY5
- DEAN HEALTH PLAN INC2
- EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA2
- DELTA DENTAL OF WISCONSIN1
- GROUP HEALTH COOPERATIVE OF SOUTH CENTRAL WISCONSIN1
Counted by each employer's own state. Largest first.
Contracts by line.
life 7 · disability 7 · health 5 · vision 4 · dental 3 · stop-loss 1
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
- J
- F
- M
- A
- M
- J
- J
- A
- S
- O
- N
- D
Clients on file
| Employer | Location | Carrier | Renews |
|---|---|---|---|
| LATITUDE CORP. | VERONA, WI | GROUP HEALTH COOPERATIVE OF SOUTH CENTRAL WISCONSIN | Sep 1FY2025 |
| SPECIALTY CHEESE COMPANY, INC | REESEVILLE, WI | DEAN HEALTH PLAN INC | Jan 1FY2025 |
| REEDSBURG AREA MEDICAL CENTER, INC. | REEDSBURG, WI | QBE INSURANCE | Jan 1FY2025 |
| SPECIALTY CHEESE COMPANY, INC. DBA SPECIALTY CHEESE COMPANY | REESEVILLE, WI | DEAN HEALTH PLAN INC | Jan 1FY2024 |
| SAUK PRAIRIE HEALTHCARE, INC. | PRAIRIE DU SAC, WI | RELIANCE STANDARD LIFE INSURANCE COMPANY | Jan 1FY2025 |
more employers in SCHWARZ INSURANCE AGENCY 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 · each row is that employer’s most recent filing, largest premium first (plan years 2024–2025 on this page)
Claude & ChatGPT
Look up records from Claude or ChatGPT
Add Form5500Lookup to Claude or ChatGPT and ask about any employer, broker or carrier in plain English. Lookups are free. Renewal lists, full books of business and exports are included with a subscription.
Building a list or a tool from these records? Match a list you already have from $29 per 1,000 records, or license the whole dataset as a weekly file for $499 a month. See both