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Form 5500 · Employee benefit plan · APPLETON, WI

COTERIE APPLICATIONS INC.

Public Form 5500 records show how COTERIE APPLICATIONS INC. (APPLETON, WI) structures its employee benefits. Its broker of record is CORPORATE SYNERGIES GROUP LLC. Coverage is written through THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA and 1 other carrier. The plan's most recent policy period ended in March.

Benefits broker of record
Plan renews
March

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 83-3234193 · plan 501 · as of Jul 2026

Participants
139
Carriers on file
2
Disclosed commissions
$19,970
Renewal month
March

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICADental, Vision152March$11,043
HARTFORD LIFE AND ACCIDENTLife, Disability134March$8,927

Questions

Who is COTERIE APPLICATIONS INC.'s benefits broker?

Per its most recent Form 5500 Schedule A, COTERIE APPLICATIONS INC.'s broker of record is CORPORATE SYNERGIES GROUP LLC.

What insurance carrier does COTERIE APPLICATIONS INC. use?

COTERIE APPLICATIONS INC.'s benefit plan is written through THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, among 2 disclosed carriers.

When does COTERIE APPLICATIONS INC.'s group plan renew?

The most recent Schedule A policy period for COTERIE APPLICATIONS INC. ended in March. Group plans typically renew on the same annual cycle.

Where does this data come from?

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