Form 5500 · Employee benefit plan · MILWAUKEE, WI
ROBERTSON RYAN & ASSOCIATES INC.
Public Form 5500 records show how ROBERTSON RYAN & ASSOCIATES INC. (MILWAUKEE, WI) structures its employee benefits. Its broker of record is ROBERTSON RYAN & ASSOCIATES INC. Coverage is written through UNITEDHEALTHCARE INSURANCE COMPANY and 4 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 39-0605130 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| UNITEDHEALTHCARE INSURANCE COMPANY | Health | 578 | December | $14,518 |
| UNITEDHEALTHCARE INSURANCE COMPANY | Health | 512 | December | $12,890 |
| SUN LIFE ASSURANCE COMPANY OF CANADA | Life | 354 | June | $0 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | — | 205 | December | $0 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Disability | 221 | December | $0 |
Questions
Who is ROBERTSON RYAN & ASSOCIATES INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, ROBERTSON RYAN & ASSOCIATES INC.'s broker of record is ROBERTSON RYAN & ASSOCIATES INC.
What insurance carrier does ROBERTSON RYAN & ASSOCIATES INC. use?
ROBERTSON RYAN & ASSOCIATES INC.'s benefit plan is written through UNITEDHEALTHCARE INSURANCE COMPANY, among 5 disclosed carriers.
When does ROBERTSON RYAN & ASSOCIATES INC.'s group plan renew?
The most recent Schedule A policy period for ROBERTSON RYAN & ASSOCIATES INC. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from ROBERTSON RYAN & ASSOCIATES INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.