Form 5500 · Employee benefit plan · OCONOMOWOC, WI
BANK FIVE NINE
BANK FIVE NINE of OCONOMOWOC, WI files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is GALLAGHER BENEFIT SERVICES INC. Coverage is written through LIFE INSURANCE COMPANY OF NORTH AMERICA and 3 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 39-0148000 · plan 504 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| LIFE INSURANCE COMPANY OF NORTH AMERICA | Life, Disability | 362 | December | $5,284 |
| UNITEDHEALTHCARE INSURANCE COMPANY | — | 362 | December | $0 |
| METROPOLITAN LIFE INSURANCE COMPANY | Vision | 500 | December | $0 |
| UNITED BEHAVIORAL HEALTH DBA OPTUM | — | 362 | December | $0 |
Questions
Who is BANK FIVE NINE's benefits broker?
Per its most recent Form 5500 Schedule A, BANK FIVE NINE's broker of record is GALLAGHER BENEFIT SERVICES INC.
What insurance carrier does BANK FIVE NINE use?
BANK FIVE NINE's benefit plan is written through LIFE INSURANCE COMPANY OF NORTH AMERICA, among 4 disclosed carriers.
When does BANK FIVE NINE's group plan renew?
The most recent Schedule A policy period for BANK FIVE NINE ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from BANK FIVE NINE's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.