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Form 5500 · Employee benefit plan · NEENAH, WI

OUTLOOK GROUP, LLC

OUTLOOK GROUP, LLC's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is PENTRA LLC. Coverage is written through LINCOLN NATIONAL LIFE INSURANCE COMPANY and 4 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 81-3577314 · plan 501 · as of Jul 2026

Participants
281
Carriers on file
5
Disclosed commissions
$5,158
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
LINCOLN NATIONAL LIFE INSURANCE COMPANYLife251December$3,048
LINCOLN NATIONAL LIFE INSURANCE COMPANYDisability42December$1,735
THE LINCOLN NATIONAL LIFE INSURANCE COMPANYHealth18December$370
FIDELITY SECURITY LIFE INSURANCE COMPANYVision339December$5
FIDELITY SECURITY LIFE INSURANCE COMPANYVision2December$0

Questions

Who is OUTLOOK GROUP, LLC's benefits broker?

Per its most recent Form 5500 Schedule A, OUTLOOK GROUP, LLC's broker of record is PENTRA LLC.

What insurance carrier does OUTLOOK GROUP, LLC use?

OUTLOOK GROUP, LLC's benefit plan is written through LINCOLN NATIONAL LIFE INSURANCE COMPANY, among 5 disclosed carriers.

When does OUTLOOK GROUP, LLC's group plan renew?

The most recent Schedule A policy period for OUTLOOK GROUP, LLC ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

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