Form 5500 · Employee benefit plan · GREEN BAY, WI
JACK SCHROEDER AND ASSOCIATES, LLC
JACK SCHROEDER AND ASSOCIATES, LLC's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is OSAIC WEALTH, INC.. Coverage is written through VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 39-1460915 · plan 001 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY | — | 124 | December | $9,745 |
Questions
Who is JACK SCHROEDER AND ASSOCIATES, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, JACK SCHROEDER AND ASSOCIATES, LLC's broker of record is OSAIC WEALTH, INC..
What insurance carrier does JACK SCHROEDER AND ASSOCIATES, LLC use?
JACK SCHROEDER AND ASSOCIATES, LLC's benefit plan is written through VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY.
When does JACK SCHROEDER AND ASSOCIATES, LLC's group plan renew?
The most recent Schedule A policy period for JACK SCHROEDER AND ASSOCIATES, LLC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from JACK SCHROEDER AND ASSOCIATES, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.