Form 5500 · Employee benefit plan · BROOKFIELD, WI
ANNEX WEALTH MANAGEMENT
ANNEX WEALTH MANAGEMENT's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is COTTINGHAM AND BUTLER. Coverage is written through UNUM LIFE INSURANCE COMPANY OF AMERICA and 8 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 68-0524298 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life, Disability | 148 | December | $5,053 |
| DELTA DENTAL OF WISCONSIN | Dental | 102 | December | $4,713 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | — | 65 | December | $3,213 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | — | 24 | December | $2,547 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | — | 21 | December | $1,182 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | — | 16 | December | $992 |
| UNITEDHEALTHCARE INSURANCE COMPANY | Health | 216 | December | $0 |
| HEALTH ADVOCATE SOLUTIONS, INC. | — | 110 | December | $0 |
| WYSSTA INSURANCE COMPANY INC | Vision | 90 | December | $0 |
Questions
Who is ANNEX WEALTH MANAGEMENT's benefits broker?
Per its most recent Form 5500 Schedule A, ANNEX WEALTH MANAGEMENT's broker of record is COTTINGHAM AND BUTLER.
What insurance carrier does ANNEX WEALTH MANAGEMENT use?
ANNEX WEALTH MANAGEMENT's benefit plan is written through UNUM LIFE INSURANCE COMPANY OF AMERICA, among 9 disclosed carriers.
When does ANNEX WEALTH MANAGEMENT's group plan renew?
The most recent Schedule A policy period for ANNEX WEALTH MANAGEMENT ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from ANNEX WEALTH MANAGEMENT's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.