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Form 5500 · Employee benefit plan · MILWAUKEE, WI

MANDEL GROUP, INC.

Public Form 5500 records show how MANDEL GROUP, INC. (MILWAUKEE, WI) structures its employee benefits. Its broker of record is MARSH & MCLENNAN AGENCY LLC. Coverage is written through UNITEDHEALTHCARE INSURANCE COMPANY and 1 other carrier. The plan's most recent policy period ended in February.

Benefits broker of record
Plan renews
February

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 39-1710347 · plan 502 · as of Jul 2026

Participants
175
Carriers on file
2
Disclosed commissions
$11,390
Renewal month
February

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
UNITEDHEALTHCARE INSURANCE COMPANYLife, Disability126February$7,396
UNITEDHEALTHCARE INSURANCE COMPANYHealth, Dental, Vision191February$3,994

Questions

Who is MANDEL GROUP, INC.'s benefits broker?

Per its most recent Form 5500 Schedule A, MANDEL GROUP, INC.'s broker of record is MARSH & MCLENNAN AGENCY LLC.

What insurance carrier does MANDEL GROUP, INC. use?

MANDEL GROUP, INC.'s benefit plan is written through UNITEDHEALTHCARE INSURANCE COMPANY, among 2 disclosed carriers.

When does MANDEL GROUP, INC.'s group plan renew?

The most recent Schedule A policy period for MANDEL GROUP, INC. ended in February. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from MANDEL GROUP, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.