Form 5500 · Employee benefit plan · WAWAKA, IN
B & J SPECIALTY, INC.
The filing calls this plan B & J SPECIALTY GROUP EMPLOYEE BENEFIT PLAN.
Public Form 5500 records show how B & J SPECIALTY, INC. of WAWAKA, IN, a manufacturing employer, structures its employee benefits. Its broker of record is PRO CLAIM PLUS DBA PHP TPA SERVICES. Coverage is written through THE NORTH RIVER INSURANCE COMPANY and 2 other carriers. The plan's most recent policy period ended in April.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 35-1794553 · plan 501 · plan year 2025, filed Oct 21, 2025
Get an email when this employer files a new Form 5500, and again about four months before its plan renews.
50 other employer plans in Indiana have policy years ending in April. See the full list on the renewal calendar, or ask for it in Claude or ChatGPT.
How this plan is funded
Self-funded as reported
The filing reports a stop-loss contract and no medical premium, which is what a plan that pays its own claims reports.
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.
Benefits declared on this filing
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 3 insured contracts covering dental, vision and stop-loss; the largest, with THE NORTH RIVER INSURANCE COMPANY, covers 177 people.
The filing declares dental, health and life. Health and life appear with no insured contract on Schedule A. That coverage may be self-funded, or placed with a carrier that is not on this filing.
The only insured piece of the health benefit is stop-loss coverage, and the filing reports the plan paying its own claims. The stop-loss contract reports $591,680 in premium and $30,993 in commission. The rest of the premium and commission above is on the plan's other insured lines, and none of it is medical premium.
Reported premium across the insured contracts is $788,005, with $48,894 in disclosed broker commissions — about 6.2% of premium.
The most recent policy period ended in April, and the plan year ends April 30. Group contracts typically renew on that annual cycle.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| THE NORTH RIVER INSURANCE COMPANY | Stop-loss | 177 | May 1, 2025 | $591,680 | $30,993 |
| PRINCIPAL LIFE INSURANCE COMPANY | Vision | 358 | May 1, 2025 | $84,086 | $11,503 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Dental | 166 | May 1, 2025 | $112,239 | $6,398 |
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. The service providers are named on Schedule C of this filing. We publish company names only.
Reported to OSHA
Reported to OSHA for 2025: 88 employees, 2 recordable cases, 7 days away from work.
Source: OSHA Injury Tracking Application establishment data, 2025.
Other plans filed by this employer
How this plan compares
Subscribers see how this compares with similar plans in Indiana. A subscription also adds this plan's filing history and the renewal calendar for its state. See plans and prices
Without an account you can open 10 employer, broker and carrier pages a day, including through an AI assistant, and 50 a day with a free account. Paid plans are what keep these records free to read.
Renewal calendar
50 other employer plans in Indiana are May 1 renewals (policy year ends April).
Their policy years end in April, like this plan’s, so most renew May 1. The calendar lists every insured group by renewal date and state, with broker of record, carrier and disclosed commission. You can preview the five largest in each month for free.
Claude & ChatGPT
Look up records from Claude or ChatGPT
Add Form5500Lookup to Claude or ChatGPT and ask about any employer, broker or carrier in plain English. Lookups are free. Renewal lists, full books of business and exports are included with a subscription.
Building a list or a tool from these records? Match a list you already have from $29 per 1,000 records, or license the whole dataset as a weekly file for $499 a month. See both
More employer plans in Indiana — largest plans, brokers, carriers and renewal months.