form5500lookup

Form 5500 · Employee benefit plan · LAKE GENEVA, WI

ROTE OIL LTD

Public Form 5500 records show how ROTE OIL LTD (LAKE GENEVA, WI) structures its employee benefits. Its broker of record is PRIZM INSURANCE & RISK SERVICES LLC. Coverage is written through PRINCIPAL LIFE INSURANCE COMPANY and 2 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 39-1827909 · plan 501 · as of Jul 2026

Participants
131
Carriers on file
3
Disclosed commissions
$11,297
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
PRINCIPAL LIFE INSURANCE COMPANYLife, Disability124December$8,147
DELTA DENTAL OF WIDental58December$2,738
WYSSTA INSURANCE COMPANY INCVision52December$412

Questions

Who is ROTE OIL LTD's benefits broker?

Per its most recent Form 5500 Schedule A, ROTE OIL LTD's broker of record is PRIZM INSURANCE & RISK SERVICES LLC.

What insurance carrier does ROTE OIL LTD use?

ROTE OIL LTD's benefit plan is written through PRINCIPAL LIFE INSURANCE COMPANY, among 3 disclosed carriers.

When does ROTE OIL LTD's group plan renew?

The most recent Schedule A policy period for ROTE OIL LTD ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from ROTE OIL LTD's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.