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Form 5500 · Employee benefit plan · GREEN BAY, WI

ORTHOPEDIC & SPORTS MEDICINE SPECIALISTS

Public Form 5500 records show how ORTHOPEDIC & SPORTS MEDICINE SPECIALISTS (GREEN BAY, WI) structures its employee benefits. Its broker of record is AVERGENT LLC. Coverage is written through UNITED OF OMAHA LIFE INSURANCE COMPANY and 4 other carriers. The plan's most recent policy period ended in August.

Benefits broker of record
Plan renews
August

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 26-1132759 · plan 501 · as of Jul 2026

Participants
239
Carriers on file
5
Disclosed commissions
$19,711
Renewal month
August

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
UNITED OF OMAHA LIFE INSURANCE COMPANY306August$6,179
UNITED OF OMAHA LIFE INSURANCE COMPANYDisability307August$5,158
UNITED OF OMAHA LIFE INSURANCE COMPANYLife306August$3,231
UNITED OF OMAHA LIFE INSURANCE COMPANYLife160August$3,006
WYSSTA INSURANCE COMPANY INCVision233August$2,137

Questions

Who is ORTHOPEDIC & SPORTS MEDICINE SPECIALISTS's benefits broker?

Per its most recent Form 5500 Schedule A, ORTHOPEDIC & SPORTS MEDICINE SPECIALISTS's broker of record is AVERGENT LLC.

What insurance carrier does ORTHOPEDIC & SPORTS MEDICINE SPECIALISTS use?

ORTHOPEDIC & SPORTS MEDICINE SPECIALISTS's benefit plan is written through UNITED OF OMAHA LIFE INSURANCE COMPANY, among 5 disclosed carriers.

When does ORTHOPEDIC & SPORTS MEDICINE SPECIALISTS's group plan renew?

The most recent Schedule A policy period for ORTHOPEDIC & SPORTS MEDICINE SPECIALISTS ended in August. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from ORTHOPEDIC & SPORTS MEDICINE SPECIALISTS's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.