Form 5500 · Employee benefit plan · LAKE DELTON, WI
KATEE SALES, INC
KATEE SALES, INC's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is INSURANCE & INVESTMENT PROFESSIONAL. Coverage is written through PRINCIPAL LIFE INSURANCE COMPANY. The plan's most recent policy period ended in March.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 39-1788825 · plan 701 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Dental, Vision, Life, Disability | 232 | March | $13,536 |
Questions
Who is KATEE SALES, INC's benefits broker?
Per its most recent Form 5500 Schedule A, KATEE SALES, INC's broker of record is INSURANCE & INVESTMENT PROFESSIONAL.
What insurance carrier does KATEE SALES, INC use?
KATEE SALES, INC's benefit plan is written through PRINCIPAL LIFE INSURANCE COMPANY.
When does KATEE SALES, INC's group plan renew?
The most recent Schedule A policy period for KATEE SALES, INC ended in March. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from KATEE SALES, INC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.