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Form 5500 · Employee benefit plan · BROOKFIELD, WI

ANNEX WEALTH MANAGEMENT, LLC

Public Form 5500 records show how ANNEX WEALTH MANAGEMENT, LLC (BROOKFIELD, WI) structures its employee benefits. Its broker of record is PPG RETIREMENT PLAN SERVICES. Coverage is written through VOYA INSURANCE COMPANY. The plan's most recent policy period ended in December.

Benefits broker of record
PPG RETIREMENT PLAN SERVICES
Insurance carrier
VOYA INSURANCE
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 68-0524298 · plan 001 · as of Jul 2026

Participants
164
Carriers on file
1
Disclosed commissions
$0
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
VOYA INSURANCE COMPANY—177December$0

Questions

Who is ANNEX WEALTH MANAGEMENT, LLC's benefits broker?

Per its most recent Form 5500 Schedule A, ANNEX WEALTH MANAGEMENT, LLC's broker of record is PPG RETIREMENT PLAN SERVICES.

What insurance carrier does ANNEX WEALTH MANAGEMENT, LLC use?

ANNEX WEALTH MANAGEMENT, LLC's benefit plan is written through VOYA INSURANCE COMPANY.

When does ANNEX WEALTH MANAGEMENT, LLC's group plan renew?

The most recent Schedule A policy period for ANNEX WEALTH MANAGEMENT, LLC 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, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.