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Form 5500 · Employee benefit plan · APPLETON, WI

JORGENSEN, SCHULZ & ASSOCIATES, S.C.

Public Form 5500 records show how JORGENSEN, SCHULZ & ASSOCIATES, S.C. (APPLETON, WI) structures its employee benefits. Coverage is written through JOHN HANCOCK LIFE INSURANCE COMAPNY (U.S.A.) (JOHN HANCOCK USA). The plan's most recent policy period ended in December.

Benefits broker of record
Not disclosed
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 39-1837972 · plan 001 · as of Jul 2026

Participants
25
Carriers on file
1
Disclosed commissions
$0
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
JOHN HANCOCK LIFE INSURANCE COMAPNY (U.S.A.) (JOHN HANCOCK USA)December$0

Questions

What insurance carrier does JORGENSEN, SCHULZ & ASSOCIATES, S.C. use?

JORGENSEN, SCHULZ & ASSOCIATES, S.C.'s benefit plan is written through JOHN HANCOCK LIFE INSURANCE COMAPNY (U.S.A.) (JOHN HANCOCK USA).

When does JORGENSEN, SCHULZ & ASSOCIATES, S.C.'s group plan renew?

The most recent Schedule A policy period for JORGENSEN, SCHULZ & ASSOCIATES, S.C. ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from JORGENSEN, SCHULZ & ASSOCIATES, S.C.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.