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Form 5500 · Employee benefit plan · MILWAUKEE, WI

BARTOLOTTA MANAGEMENT GROUP

BARTOLOTTA MANAGEMENT GROUP of MILWAUKEE, WI files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is R&R INSURANCE SERVICES, INC.. Coverage is written through UNITED OF OMAHA LIFE INSURANCE COMPANY and 1 other carrier. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 36-4664228 · plan 501 · as of Jul 2026

Participants
157
Carriers on file
2
Disclosed commissions
$27,365
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
UNITED OF OMAHA LIFE INSURANCE COMPANYLife, Disability292December$22,826
UNITEDHEALTHCARE INSURANCE COMPANYHealth, Dental, Vision212December$4,539

Questions

Who is BARTOLOTTA MANAGEMENT GROUP's benefits broker?

Per its most recent Form 5500 Schedule A, BARTOLOTTA MANAGEMENT GROUP's broker of record is R&R INSURANCE SERVICES, INC..

What insurance carrier does BARTOLOTTA MANAGEMENT GROUP use?

BARTOLOTTA MANAGEMENT GROUP's benefit plan is written through UNITED OF OMAHA LIFE INSURANCE COMPANY, among 2 disclosed carriers.

When does BARTOLOTTA MANAGEMENT GROUP's group plan renew?

The most recent Schedule A policy period for BARTOLOTTA MANAGEMENT GROUP ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from BARTOLOTTA MANAGEMENT GROUP's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.