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Form 5500 · Employee benefit plan · MILWAUKEE, WI

EXECUTIVE DIRECTOR, INC.

EXECUTIVE DIRECTOR, INC. of MILWAUKEE, WI files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is WILLIS TOWERS WATSON MIDWEST INC. Coverage is written through BLUE CROSS BLUE SHIELD OF WISCONSIN and 4 other carriers. The plan's most recent policy period ended in May.

Benefits broker of record
Plan renews
May

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 39-0992016 · plan 501 · as of Jul 2026

Participants
322
Carriers on file
5
Disclosed commissions
$107,036
Renewal month
May

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
BLUE CROSS BLUE SHIELD OF WISCONSINHealth245May$71,425
UNITEDHEALTHCARE INSURANCE COMPANYDental, Vision410May$12,956
SUN LIFE ASSURANCE COMPANY OF CANADALife311May$9,767
UNITEDHEALTHCARE INSURANCE COMPANY158May$7,176
NORTHWESTERN MUTUALDisability261December$5,712

Questions

Who is EXECUTIVE DIRECTOR, INC.'s benefits broker?

Per its most recent Form 5500 Schedule A, EXECUTIVE DIRECTOR, INC.'s broker of record is WILLIS TOWERS WATSON MIDWEST INC.

What insurance carrier does EXECUTIVE DIRECTOR, INC. use?

EXECUTIVE DIRECTOR, INC.'s benefit plan is written through BLUE CROSS BLUE SHIELD OF WISCONSIN, among 5 disclosed carriers.

When does EXECUTIVE DIRECTOR, INC.'s group plan renew?

The most recent Schedule A policy period for EXECUTIVE DIRECTOR, INC. ended in May. Group plans typically renew on the same annual cycle.

Where does this data come from?

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