Form 5500 · Employee benefit plan · WAUKESHA, WI
R & R INSURANCE SERVICES, INC
R & R INSURANCE SERVICES, INC of WAUKESHA, WI spreads its employee benefits across 3 insurance carriers, according to its Form 5500 Schedule A. Its broker of record is R&R INSURANCE SERVICES, INC.. Coverage is written through UNITEDHEALTHCARE INSURANCE COMPANY 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 Aug 2026
Plan brief
Schedule A lists 3 insured contracts covering health, dental, vision, life and disability; the largest, with UNITEDHEALTHCARE INSURANCE COMPANY, covers 310 people.
Reported premium across the insured contracts is $4,137,138, with $31,506 in disclosed broker commissions — about 0.8% of premium.
The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.
R&R INSURANCE SERVICES, INC. is the broker of record on all 3 contracts.
3 carriers appear on the filing — UNITEDHEALTHCARE INSURANCE COMPANY, SUN LIFE ASSURANCE COMPANY OF CANADA and CARE-PLUS DENTAL PLANS, INC. — with UNITEDHEALTHCARE INSURANCE COMPANY writing the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| SUN LIFE ASSURANCE COMPANY OF CANADA | Life, Disability | 195 | December | $354,894 | $24,506 |
| UNITEDHEALTHCARE INSURANCE COMPANY | Health, Dental, Vision | 310 | December | $3,757,234 | $5,499 |
| CARE-PLUS DENTAL PLANS, INC. | Dental | 81 | December | $25,010 | $1,501 |
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