Form 5500 · Employee benefit plan · MADISON, WI
METCALFE MARKETS, INC.
METCALFE MARKETS, INC. of MADISON, WI files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is M3 INSURANCE SOLUTIONS INC.. Coverage is written through SUN LIFE ASSURANCE COMPANY OF CANADA and 1 other carrier. The plan's most recent policy period ended in May.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 39-0957068 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| SUN LIFE ASSURANCE COMPANY OF CANADA | Life, Disability | 265 | May | $7,437 |
| WYSSTA INSURANCE COMPANY INC | Vision | 154 | May | $419 |
Questions
Who is METCALFE MARKETS, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, METCALFE MARKETS, INC.'s broker of record is M3 INSURANCE SOLUTIONS INC..
What insurance carrier does METCALFE MARKETS, INC. use?
METCALFE MARKETS, INC.'s benefit plan is written through SUN LIFE ASSURANCE COMPANY OF CANADA, among 2 disclosed carriers.
When does METCALFE MARKETS, INC.'s group plan renew?
The most recent Schedule A policy period for METCALFE MARKETS, INC. ended in May. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from METCALFE MARKETS, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.