Form 5500 · Employee benefit plan · RACINE, WI
A & E INCORPORATED
Public Form 5500 records show how A & E INCORPORATED (RACINE, WI) structures its employee benefits. Its broker of record is MARSH & MCLENNAN AGENCY LLC. Coverage is written through SUN LIFE ASSURANCE COMPANY OF CANADA and 4 other carriers. The plan's most recent policy period ended in September.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 39-0778827 · plan 505 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| SUN LIFE ASSURANCE COMPANY OF CANADA | Life, Disability | 136 | September | $12,086 |
| WYSSTA INSURANCE COMPANY INC | Vision | 73 | December | $0 |
| BERKLEY LIFE AND HEALTH INSURANCE COMPANY | Stop-loss | 85 | September | $0 |
| AURORA HEALTHCARE | — | 145 | December | $0 |
| SWISS RE CORPORATE SOLUTIONS AMERICA INSURANCE CORPORATION | — | 981 | December | $0 |
Questions
Who is A & E INCORPORATED's benefits broker?
Per its most recent Form 5500 Schedule A, A & E INCORPORATED's broker of record is MARSH & MCLENNAN AGENCY LLC.
What insurance carrier does A & E INCORPORATED use?
A & E INCORPORATED's benefit plan is written through SUN LIFE ASSURANCE COMPANY OF CANADA, among 5 disclosed carriers.
When does A & E INCORPORATED's group plan renew?
The most recent Schedule A policy period for A & E INCORPORATED ended in September. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from A & E INCORPORATED's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.