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Form 5500 · Employee benefit plan · APPLETON, WI

AGILEX BUSINESS SOLUTIONS, LLC

Public Form 5500 records show how AGILEX BUSINESS SOLUTIONS, LLC (APPLETON, WI) structures its employee benefits. Its broker of record is PEAK RETIREMENT GROUP. Coverage is written through TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY. The plan's most recent policy period ended in December.

Benefits broker of record
PEAK RETIREMENT GROUP
Insurance carrier
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 81-1011017 · plan 001 · as of Jul 2026

Participants
641
Carriers on file
1
Disclosed commissions
$0
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY—321December$0

Questions

Who is AGILEX BUSINESS SOLUTIONS, LLC's benefits broker?

Per its most recent Form 5500 Schedule A, AGILEX BUSINESS SOLUTIONS, LLC's broker of record is PEAK RETIREMENT GROUP.

What insurance carrier does AGILEX BUSINESS SOLUTIONS, LLC use?

AGILEX BUSINESS SOLUTIONS, LLC's benefit plan is written through TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY.

When does AGILEX BUSINESS SOLUTIONS, LLC's group plan renew?

The most recent Schedule A policy period for AGILEX BUSINESS SOLUTIONS, LLC ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from AGILEX BUSINESS SOLUTIONS, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.