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Form 5500 · Employee benefit plan · ELKHORN, WI

PALMER HAMILTON, LLC

Public Form 5500 records show how PALMER HAMILTON, LLC (ELKHORN, WI) structures its employee benefits. Its broker of record is M3 INSURANCE SOLUTIONS INC.. Coverage is written through SUN LIFE ASSURANCE COMPANY OF CANADA and 2 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 20-1201862 · plan 503 · as of Jul 2026

Participants
140
Carriers on file
3
Disclosed commissions
$14,305
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
SUN LIFE ASSURANCE COMPANY OF CANADALife131December$7,819
DELTA DENTAL OF WISCONSINDental164December$5,347
WYSSTA INSURANCE COMPANY INC.Vision152December$1,139

Questions

Who is PALMER HAMILTON, LLC's benefits broker?

Per its most recent Form 5500 Schedule A, PALMER HAMILTON, LLC's broker of record is M3 INSURANCE SOLUTIONS INC..

What insurance carrier does PALMER HAMILTON, LLC use?

PALMER HAMILTON, LLC's benefit plan is written through SUN LIFE ASSURANCE COMPANY OF CANADA, among 3 disclosed carriers.

When does PALMER HAMILTON, LLC's group plan renew?

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

Where does this data come from?

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