Form 5500 · Employee benefit plan · SHEBOYGAN, WI
AESSE INVESTMENTS LTD
The filing calls this plan AESSE INVESTMENTS, LTD WRAP PLAN.
Public Form 5500 records show how AESSE INVESTMENTS LTD of SHEBOYGAN, WI, a manufacturing employer, structures its employee benefits. Its broker of record is JEFFERY SCHULTZ. Coverage is written through UNITEDHEALTHCARE INSURANCE COMPANY and 4 other carriers. The plan's most recent policy period ended in May.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 34-1828144 · plan 501 · plan year 2025, filed Oct 20, 2025
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68 other employer plans in Wisconsin have policy years ending in May. See the full list on the renewal calendar, or ask for it in Claude or ChatGPT.
How this plan is funded
Fully insured as reported
The filing reports medical coverage through an insurance contract on Schedule A, and no money paid for benefits by the plan itself.
Benefits declared on this filing
2 contracts on this filing do not say which benefits they cover, so a line above may be insured by one of them.
Also declared: other welfare.
Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.
Where a line has more than one insured contract, the carrier and the covered figure are the largest contract's by premium. The contracts are not added up: a pharmacy carve-out and the medical carrier beside it cover the same people.
Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.
Plan brief
Schedule A lists 6 insured contracts covering health, life and disability; the largest, with UNITEDHEALTHCARE INSURANCE COMPANY, covers 472 people.
The filing declares health, life, disability, dental and vision. Dental and vision appear with no insured contract on Schedule A. That coverage may be self-funded, placed with a carrier that is not on this filing, or written on one of the 2 contracts here that do not say what they cover.
Reported premium across the insured contracts is $5,816,813, with $94,013 in disclosed broker commissions — about 1.6% of premium.
The most recent policy period ended in May, and the plan year ends May 31. Group contracts typically renew on that annual cycle.
JEFFERY SCHULTZ is the broker of record on 2 of the 6 contracts; the rest name a different broker or none.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF MICHIGAN | Health | 240 | Jun 1, 2025 | $1,363,091 | $37,117 |
| BLUE CARE NETWORK OF MICHIGAN | Health | 133 | Jun 1, 2025 | $623,203 | $18,578 |
| UNITEDHEALTHCARE INSURANCE COMPANY | Life, Disability | 570 | Jun 1, 2025 | $400,023 | $17,065 |
| CONTINENTAL AMERICAN INSURANCE COMPANY | — | 3 | Jun 1, 2025 | $51,207 | $15,273 |
| UNITEDHEALTHCARE INSURANCE COMPANY | Health | 472 | Jun 1, 2025 | $3,379,289 | $5,980 |
| AETNA INTERNATIONAL | — | 35 | Jun 1, 2025 | — | $0 |
Premium and claims on these contracts
BLUE CROSS BLUE SHIELD OF MICHIGAN, contract 407105. For the contract year on this filing, the carrier reported $1,363,091 in premium earned and $658,479 in claims incurred. Dividing one by the other gives 48%.
BLUE CARE NETWORK OF MICHIGAN, contract 407105. For the contract year on this filing, the carrier reported $623,203 in premium earned and $647,517 in claims incurred. Dividing one by the other gives 104%.
- BLUE CROSS BLUE SHIELD OF MICHIGAN, contract 407105 reported $441,070 in retention.
- BLUE CARE NETWORK OF MICHIGAN, contract 407105 reported $197,642 in retention.
Retention is what the carrier kept of the premium after claims, as reported: administration, commissions and other charges.
Only experience-rated contracts report these figures, so most filings leave them blank.
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
Administrator and service providers
The plan administrator is from line 3a of the main form. We publish company names only.
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Renewal calendar
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