Form 5500 · Employee benefit plan · MILWAUKEE, WI
INDEPENDENCEFIRST
INDEPENDENCEFIRST of MILWAUKEE, WI files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is MARSH & MCLENNAN AGENCY LLC. Coverage is written through SUN LIFE ASSURANCE COMPANY OF CANADA and 3 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 39-1343425 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| SUN LIFE ASSURANCE COMPANY OF CANADA | Life, Disability | 689 | December | $15,166 |
| HUMANA INSURANCE COMPANY | Vision | 67 | December | $173 |
| AURORA HEALTHCARE | — | 605 | December | $0 |
| UNITEDHEALTHCARE INSURANCE COMPANY | Health | 155 | December | $0 |
Questions
Who is INDEPENDENCEFIRST's benefits broker?
Per its most recent Form 5500 Schedule A, INDEPENDENCEFIRST's broker of record is MARSH & MCLENNAN AGENCY LLC.
What insurance carrier does INDEPENDENCEFIRST use?
INDEPENDENCEFIRST's benefit plan is written through SUN LIFE ASSURANCE COMPANY OF CANADA, among 4 disclosed carriers.
When does INDEPENDENCEFIRST's group plan renew?
The most recent Schedule A policy period for INDEPENDENCEFIRST ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from INDEPENDENCEFIRST's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.