form5500lookup

Form 5500 · Employee benefit plan · APPLETON, WI

ADVANCED PHYSICAL THERAPY & SPORTS MEDICINE

Public Form 5500 records show how ADVANCED PHYSICAL THERAPY & SPORTS MEDICINE (APPLETON, WI) structures its employee benefits. Its broker of record is MCCLONE AGENCY INC. Coverage is written through UNITED OF OMAHA LIFE INSURANCE COMPANY and 7 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 39-1930290 · plan 501 · as of Jul 2026

Participants
123
Carriers on file
8
Disclosed commissions
$12,227
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
UNITED OF OMAHA LIFE INSURANCE COMPANY60December$8,197
UNITED OF OMAHA LIFE INSURANCE COMPANYLife46December$1,355
UNITED OF OMAHA LIFE INSURANCE COMPANY31December$879
VISION SERVICE PLANVision65December$833
UNITED OF OMAHA LIFE INSURANCE COMPANY27December$704
UNITED OF OMAHA LIFE INSURANCE COMPANYLife113December$259
UNITED OF OMAHA LIFE INSURANCE COMPANYDisability113December$0
CURALINC, LLC123December$0

Questions

Who is ADVANCED PHYSICAL THERAPY & SPORTS MEDICINE's benefits broker?

Per its most recent Form 5500 Schedule A, ADVANCED PHYSICAL THERAPY & SPORTS MEDICINE's broker of record is MCCLONE AGENCY INC.

What insurance carrier does ADVANCED PHYSICAL THERAPY & SPORTS MEDICINE use?

ADVANCED PHYSICAL THERAPY & SPORTS MEDICINE's benefit plan is written through UNITED OF OMAHA LIFE INSURANCE COMPANY, among 8 disclosed carriers.

When does ADVANCED PHYSICAL THERAPY & SPORTS MEDICINE's group plan renew?

The most recent Schedule A policy period for ADVANCED PHYSICAL THERAPY & SPORTS MEDICINE ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from ADVANCED PHYSICAL THERAPY & SPORTS MEDICINE's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.