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Form 5500 · Employee benefit plan · MILWAUKEE, WI

ARTISAN PARTNERS HOLDINGS LP

The filing calls this plan ARTISAN PARTNERS HOLDINGS LP WELFARE BENEFITS PLAN.

ARTISAN PARTNERS HOLDINGS LP of MILWAUKEE, WI files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is ACRISURE, LLC. Coverage is written through DELTA DENTAL OF WISCONSIN and 8 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Insurance carrier
Policy year ends
Decemberas filed for plan year 2025

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 39-1807188 · plan 501 · plan year 2025, filed Aug 24, 2026

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1,633 other employer plans in Wisconsin have policy years ending in December. See the full list on the renewal calendar, or ask for it in Claude or ChatGPT.

How this plan is funded

Both, as reported

The medical insurance contracts on the filing cover fewer than half the people in the plan, so the rest is paid another way.

A stop-loss policy appears on a Form 5500 only when the plan itself is the beneficiary, or the premiums are paid from plan money. Many employers buy stop-loss and never report it here. So a plan with no stop-loss on its filing may still have it.

All participants at the start of the year
598
Active at start of year
584
Active at end of year
576
Disclosed commissions
$181,608
Typical renewal
January 1

Benefits declared on this filing

Healthinsured — UNITEDHEALTHCARE INSURANCE COMPANY9 of 598 participants (1.5%)
Dentalinsured — DELTA DENTAL OF WISCONSIN378 of 598 participants (63%)
Visioninsured — VISION SERVICE PLAN542 of 598 participants (91%)
Lifeinsured — STANDARD INSURANCE COMPANY547 of 598 participants (91%)
Disabilityinsured — STANDARD INSURANCE COMPANY513 of 598 participants (86%)

Health: UNITEDHEALTHCARE INSURANCE COMPANY covers 9 of 598 participants (1.5%) on Schedule A.

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.

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 10 insured contracts covering health, dental, vision, life and disability; the largest, with DELTA DENTAL OF WISCONSIN, covers 378 people.

Reported premium across the insured contracts is $1,814,121, with $181,608 in disclosed broker commissions — about 10% of premium.

The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.

ACRISURE, LLC is the broker of record on 2 of the 10 contracts; the rest name a different broker or none.

9 carriers appear on the filing, including DELTA DENTAL OF WISCONSIN, STANDARD INSURANCE COMPANY, UNITEDHEALTHCARE INSURANCE COMPANY and METROPOLITAN LIFE INSURANCE COMPANY. DELTA DENTAL OF WISCONSIN writes the largest contract by premium.

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsPremiumCommission
STANDARD INSURANCE COMPANYLife547Jan 1, 2026$371,859$56,529
AMERICAN HERITAGE LIFE INSURANCE COMPANY—63Jan 1, 2026$42,969$42,969
METROPOLITAN LIFE INSURANCE COMPANY—112Jan 1, 2026$236,610$42,281
STANDARD INSURANCE COMPANYDisability513Jan 1, 2026$155,363$23,304
VISION SERVICE PLANVision542Jan 1, 2026$160,815$6,439
DELTA DENTAL OF WISCONSINDental378Jan 1, 2026$487,976$5,674
NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA—576Jan 1, 2026$9,073$2,722
ZURICH AMERICAN INSURANCE COMPANY—556Jan 1, 2026$16,895$1,690
UNITEDHEALTHCARE INSURANCE COMPANYHealth9Jan 1, 2026$324,923$0
UNITED BEHAVIORAL HEALTH DBA OPTUM—537Jan 1, 2026$7,638$0

Premium and claims on these contracts

STANDARD INSURANCE COMPANY, contract 171865. For the contract year on this filing, the carrier reported $370,615 in premium earned and $286,292 in claims incurred. Dividing one by the other gives 77%.

STANDARD INSURANCE COMPANY, contract 171865. For the contract year on this filing, the carrier reported $155,076 in premium earned and $144,890 in claims incurred. Dividing one by the other gives 93%.

VISION SERVICE PLAN, contract 30085186. For the contract year on this filing, the carrier reported $160,815 in premium earned and $125,608 in claims incurred. Dividing one by the other gives 78%.

DELTA DENTAL OF WISCONSIN, contract 01215. For the contract year on this filing, the carrier reported $487,976 in premium earned and $402,022 in claims incurred. Dividing one by the other gives 82%.

  • STANDARD INSURANCE COMPANY, contract 171865 reported $141,428 in retention.
  • STANDARD INSURANCE COMPANY, contract 171865 reported $74,840 in retention.
  • VISION SERVICE PLAN, contract 30085186 reported $39,406 in retention.
  • DELTA DENTAL OF WISCONSIN, contract 01215 reported $65,871 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.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
ARTISAN PARTNERS HOLDINGS LP
EIN 39-1807188

The plan administrator is from line 3a of the main form. We publish company names only.

Other plans filed by this employer

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Renewal calendar

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