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Form 5500 · Employee benefit plan · MILWAUKEE, WI

POTAWATOMI BUSINESS DEVELOPMENT CORPORATION

POTAWATOMI BUSINESS DEVELOPMENT CORPORATION's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is USI INSURANCE SERVICES LLC. Coverage is written through UNITEDHEALTHCARE INSURANCE COMPANY and 6 other carriers. The plan's most recent policy period ended in October.

Benefits broker of record
Plan renews
October

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 56-2570870 · plan 513 · as of Jul 2026

Participants
126
Carriers on file
7
Disclosed commissions
$50,169
Renewal month
October

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
UNITEDHEALTHCARE INSURANCE COMPANYHealth, Dental180October$27,059
UNITEDHEALTHCARE INSURANCE COMPANYHealth63October$7,374
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY85October$5,238
THE LINCOLN NATIONAL LIFE INSURANCE COMPANYDisability146October$4,209
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY146October$2,737
SUPERIOR VISION PLANVision299October$2,222
THE LINCOLN NATIONAL LIFE INSURANCE COMPANYLife146October$1,330

Questions

Who is POTAWATOMI BUSINESS DEVELOPMENT CORPORATION's benefits broker?

Per its most recent Form 5500 Schedule A, POTAWATOMI BUSINESS DEVELOPMENT CORPORATION's broker of record is USI INSURANCE SERVICES LLC.

What insurance carrier does POTAWATOMI BUSINESS DEVELOPMENT CORPORATION use?

POTAWATOMI BUSINESS DEVELOPMENT CORPORATION's benefit plan is written through UNITEDHEALTHCARE INSURANCE COMPANY, among 7 disclosed carriers.

When does POTAWATOMI BUSINESS DEVELOPMENT CORPORATION's group plan renew?

The most recent Schedule A policy period for POTAWATOMI BUSINESS DEVELOPMENT CORPORATION ended in October. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from POTAWATOMI BUSINESS DEVELOPMENT CORPORATION's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.