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Form 5500 · Employee benefit plan · MADISON, WI

DAVE JONES, INC.

DAVE JONES, INC. of MADISON, WI files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is M3 INSURANCE SOLUTIONS INC.. Coverage is written through QUARTZ HEALTH BENEFIT PLANS CORPORATION and 3 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 39-1331145 · plan 502 · as of Jul 2026

Participants
674
Carriers on file
4
Disclosed commissions
$2,584
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
QUARTZ HEALTH BENEFIT PLANS CORPORATION746December$2,319
WYSSTA INSURANCE COMPANY INCVision249December$265
UNUM INSURANCE COMPANYLife, DisabilityDecember$0
UNUM INSURANCE COMPANYDecember$0

Questions

Who is DAVE JONES, INC.'s benefits broker?

Per its most recent Form 5500 Schedule A, DAVE JONES, INC.'s broker of record is M3 INSURANCE SOLUTIONS INC..

What insurance carrier does DAVE JONES, INC. use?

DAVE JONES, INC.'s benefit plan is written through QUARTZ HEALTH BENEFIT PLANS CORPORATION, among 4 disclosed carriers.

When does DAVE JONES, INC.'s group plan renew?

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

Where does this data come from?

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