Form 5500 · Employee benefit plan · EAU CLAIRE, WI
PESI, INC.
Public Form 5500 records show how PESI, INC. (EAU CLAIRE, WI) structures its employee benefits. Its broker of record is JA COUNTER & ASSOCIATES. Coverage is written through SUN LIFE ASSURANCE COMPANY OF CANADA and 2 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 26-3896894 · plan 505 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| SUN LIFE ASSURANCE COMPANY OF CANADA | Life, Disability | 196 | December | $17,942 |
| WYSSTA INSURANCE COMPANY INC. | Vision | 128 | December | $822 |
| SUN LIFE AND HEALTH INSURANCE COMPANY (U.S.) | — | 2 | December | $7 |
Questions
Who is PESI, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, PESI, INC.'s broker of record is JA COUNTER & ASSOCIATES.
What insurance carrier does PESI, INC. use?
PESI, INC.'s benefit plan is written through SUN LIFE ASSURANCE COMPANY OF CANADA, among 3 disclosed carriers.
When does PESI, INC.'s group plan renew?
The most recent Schedule A policy period for PESI, INC. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from PESI, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.