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Form 5500 · Employee benefit plan · EAU CLAIRE, WI

GRACE LUTHERAN FOUNDATION, INC.

GRACE LUTHERAN FOUNDATION, INC. of EAU CLAIRE, 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 SECURITY HEALTH PLAN OF WISCONSIN, INC. and 2 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 39-6040444 · plan 501 · as of Jul 2026

Participants
117
Carriers on file
3
Disclosed commissions
$41,485
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
SECURITY HEALTH PLAN OF WISCONSIN, INC.Health92December$20,916
SECURITY HEALTH PLAN OF WISCONSIN, INC.Health38December$11,564
GUARDIAN LIFE INSURANCE COMPANY OF AMERICADental, Vision, Life, Disability177December$9,005

Questions

Who is GRACE LUTHERAN FOUNDATION, INC.'s benefits broker?

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

What insurance carrier does GRACE LUTHERAN FOUNDATION, INC. use?

GRACE LUTHERAN FOUNDATION, INC.'s benefit plan is written through SECURITY HEALTH PLAN OF WISCONSIN, INC., among 3 disclosed carriers.

When does GRACE LUTHERAN FOUNDATION, INC.'s group plan renew?

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

Where does this data come from?

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