Form 5500 · Employee benefit plan · WAUKESHA, WI
R & R INSURANCE SERVICES, INC
R & R INSURANCE SERVICES, INC of WAUKESHA, WI files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is R&R INSURANCE SERVICES, 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.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 39-1230987 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| SUN LIFE ASSURANCE COMPANY OF CANADA | Life, Disability | 214 | December | $21,353 |
| UNITEDHEALTHCARE INSURANCE COMPANY | Health, Dental, Vision | 487 | December | $4,880 |
| CARE-PLUS DENTAL PLANS, INC. | Dental | 81 | December | $1,501 |
Questions
Who is R & R INSURANCE SERVICES, INC's benefits broker?
Per its most recent Form 5500 Schedule A, R & R INSURANCE SERVICES, INC's broker of record is R&R INSURANCE SERVICES, INC..
What insurance carrier does R & R INSURANCE SERVICES, INC use?
R & R INSURANCE SERVICES, INC's benefit plan is written through SUN LIFE ASSURANCE COMPANY OF CANADA, among 3 disclosed carriers.
When does R & R INSURANCE SERVICES, INC's group plan renew?
The most recent Schedule A policy period for R & R INSURANCE SERVICES, INC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from R & R INSURANCE SERVICES, INC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.