Form 5500 · Employee benefit plan · KIMBERLY, WI
LUVATA APPLETON, LLC
LUVATA APPLETON, LLC of KIMBERLY, WI files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is MCCLONE AGENCY INC. Coverage is written through RELIANCE STANDARD LIFE INSURANCE COMPANY and 7 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 39-1472373 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| RELIANCE STANDARD LIFE INSURANCE COMPANY | Life | 238 | December | $12,620 |
| RELIANCE STANDARD LIFE INSURANCE COMPANY | — | 108 | December | $11,929 |
| RELIANCE STANDARD LIFE INSURANCE COMPANY | Disability | 172 | December | $4,637 |
| WYSSTA INSURANCE COMPANY INC. | Vision | 109 | December | $1,977 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | — | 56 | December | $1,650 |
| RELIANCE STANDARD LIFE INSURANCE COMPANY | — | 13 | December | $101 |
| TOKIO MARINE HCC | Stop-loss | 151 | December | $0 |
| THEDACARE | — | 190 | December | $0 |
Questions
Who is LUVATA APPLETON, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, LUVATA APPLETON, LLC's broker of record is MCCLONE AGENCY INC.
What insurance carrier does LUVATA APPLETON, LLC use?
LUVATA APPLETON, LLC's benefit plan is written through RELIANCE STANDARD LIFE INSURANCE COMPANY, among 8 disclosed carriers.
When does LUVATA APPLETON, LLC's group plan renew?
The most recent Schedule A policy period for LUVATA APPLETON, LLC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from LUVATA APPLETON, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.