Benefits broker of record · WAUSAU, WI
UMR, INC.
UMR, INC. of WAUSAU, WI is named as the broker of record on 94 insurance contracts in public Form 5500 Schedule A filings.
One of 3 offices of UMR, INC..
94 contracts on file name UMR, 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
UMR, INC. brokers 94 insured contracts for 94 employers, across 24 states, led by WI, FL, OH.
Stop-loss is the largest line (86 contracts), followed by health (4), life (2), disability (2).
SUN LIFE ASSURANCE COMPANY OF CANADA writes the most contracts in the book (61, about 65%); RELIASTAR LIFE INSURANCE COMPANY, SUN LIFE AND HEALTH INSURANCE COMPANY, THE UNION LABOR LIFE INSURANCE COMPANY follow.
Renewals concentrate on January 1: 81% 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.
Counted by each employer's own state. Largest first.
Contracts by line.
stop-loss 86 · health 4 · life 2 · disability 2 · dental 1 · vision 1
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
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Clients on file
| Employer | Location | Carrier | Renews |
|---|---|---|---|
| ELECTRONIC THEATRE CONTROLS, INC. | MIDDLETON, WI | SUN LIFE ASSURANCE COMPANY OF CANADA | Jan 1FY2025 |
| BIOMERIEUX, INC. | DURHAM, NC | RELIASTAR LIFE INSURANCE COMPANY | Jan 1FY2024 |
| SAMARITAN'S PURSE | BOONE, NC | SUN LIFE ASSURANCE COMPANY OF CANADA | Jan 1FY2024 |
| AMERICAN UNITED LIFE INSURANCE COMPANY | INDIANAPOLIS, IN | SUN LIFE ASSURANCE COMPANY OF CANADA | Jan 1FY2024 |
| TIFT REGIONAL HEALTH SYSTEM, INC. | TIFTON, GA | SUN LIFE ASSURANCE COMPANY OF CANADA | Jan 1FY2025 |
more employers in UMR, 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)
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