Form 5500 · Employee benefit plan · DE PERE, WI
PAPER TRANSPORT, LLC
PAPER TRANSPORT, LLC of DE PERE, WI is a 907-participant transportation and logistics employer whose group benefits are disclosed in its annual Form 5500 filing. Its broker of record is M3 INSURANCE SOLUTIONS INC.. Coverage is written through SUN LIFE ASSURANCE COMPANY OF CANADA and 3 other carriers. The plan's most recent policy period ended in April.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 39-1658073 · plan 501 · plan year 2025, filed Oct 8, 2025
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35 other employer plans in Wisconsin have policy years ending in April. See the full list on the renewal calendar, or ask for it in Claude or ChatGPT.
How this plan is funded
Funding not settled by the filing
The filing does not report enough to settle how this plan pays for benefits.
Benefits declared on this filing
One contract on this filing does not say which benefits it covers, so a line above may be insured by it.
Also declared: death benefits, other welfare.
Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.
Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.
Plan brief
Schedule A lists 4 insured contracts covering dental, vision, life and disability; the largest, with SUN LIFE ASSURANCE COMPANY OF CANADA, covers 963 people.
The filing declares dental, vision, life, disability and health. Health appears with no insured contract on Schedule A. That coverage may be self-funded, placed with a carrier that is not on this filing, or written on the contract here that does not say what it covers.
Reported premium across the insured contracts is $1,091,134, with $119,123 in disclosed broker commissions — about 11% of premium.
The most recent policy period ended in April, and the plan year ends April 30. Group contracts typically renew on that annual cycle.
M3 INSURANCE SOLUTIONS INC. is the broker of record on 3 of the 4 contracts; the rest name a different broker or none.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| SUN LIFE ASSURANCE COMPANY OF CANADA | Life, Disability | 963 | May 1, 2025 | $678,482 | $83,549 |
| DELTA DENTAL OF WISCONSIN | Dental | 673 | May 1, 2025 | $332,723 | $30,166 |
| WYSSTA INSURANCE COMPANY INC | Vision | 603 | May 1, 2025 | $67,773 | $5,408 |
| FEI BEHAVIORAL HEALTH | — | 1,007 | May 1, 2025 | $12,156 | $0 |
Premium and claims on this contract
DELTA DENTAL OF WISCONSIN, contract 51221. For the contract year on this filing, the carrier reported $332,362 in premium earned and $277,267 in claims incurred. Dividing one by the other gives 83%.
- DELTA DENTAL OF WISCONSIN, contract 51221 reported $66,479 in retention.
Retention is what the carrier kept of the premium after claims, as reported: administration, commissions and other charges.
Only experience-rated contracts report these figures, so most filings leave them blank.
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
Administrator and service providers
The plan administrator is from line 3a of the main form. We publish company names only.
How this plan compares
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Renewal calendar
35 other employer plans in Wisconsin are May 1 renewals (policy year ends April).
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