Form 5500 · Employee benefit plan · MILWAUKEE, WI
ROCKWELL AUTOMATION, INC.
Public Form 5500 records show how ROCKWELL AUTOMATION, INC. (MILWAUKEE, WI) structures its employee benefits. Its broker of record is MERCER HEALTH & BENEFITS LLC. Coverage is written through CIGNA HEALTH AND LIFE 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 25-1797617 · plan 800 · as of Aug 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | Health, Dental | 34 | December | $460,115 | $52,340 |
| SUN LIFE ASSURANCE COMPANY OF CANADA | Stop-loss | 6,683 | September | $949,810 | $21,223 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 1 | December | $9,827 | $0 |
Questions
Who is ROCKWELL AUTOMATION, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, ROCKWELL AUTOMATION, INC.'s broker of record is MERCER HEALTH & BENEFITS LLC.
What insurance carrier does ROCKWELL AUTOMATION, INC. use?
ROCKWELL AUTOMATION, INC.'s benefit plan is written through CIGNA HEALTH AND LIFE INSURANCE COMPANY, among 3 disclosed carriers.
When does ROCKWELL AUTOMATION, INC.'s group plan renew?
The most recent Schedule A policy period for ROCKWELL AUTOMATION, INC. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from ROCKWELL AUTOMATION, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.