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Form 5500 · Employee benefit plan · NEENAH, WI

BERGSTROM CORPORATION, INC.

BERGSTROM CORPORATION, INC.'s employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is MCCLONE AGENCY INC. Coverage is written through UNITEDHEALTHCARE STOP LOSS-UNITED HEALTH and 4 other carriers. 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 39-1202572 · plan 501 · as of Jul 2026

Participants
1,118
Carriers on file
5
Disclosed commissions
$208,351
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
UNITEDHEALTHCARE STOP LOSS-UNITED HEALTHStop-loss1,096December$151,032
UNITED OF OMAHA LIFE INSURANCE COMPANYLife, Disability1,666December$28,541
CARE PLUS DENTAL PLANS, INC.Dental534December$14,251
SUPERIOR VISION INSURANCE PLAN OF WISCONSIN INCVision1,794December$11,481
DELTA DENTAL OF WISCONSINDental865December$3,046

Questions

Who is BERGSTROM CORPORATION, INC.'s benefits broker?

Per its most recent Form 5500 Schedule A, BERGSTROM CORPORATION, INC.'s broker of record is MCCLONE AGENCY INC.

What insurance carrier does BERGSTROM CORPORATION, INC. use?

BERGSTROM CORPORATION, INC.'s benefit plan is written through UNITEDHEALTHCARE STOP LOSS-UNITED HEALTH, among 5 disclosed carriers.

When does BERGSTROM CORPORATION, INC.'s group plan renew?

The most recent Schedule A policy period for BERGSTROM CORPORATION, INC. ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from BERGSTROM CORPORATION, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.