Form 5500 · Employee benefit plan · BROOKFIELD, WI
SCHWAAB, INC.
SCHWAAB, INC.'s employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is R&R INSURANCE SERVICES, INC.. Coverage is written through BLUE CROSS & BLUE SHIELD OF WISCONSIN and 4 other carriers. The plan's most recent policy period ended in May.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 39-0602450 · plan 504 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| BLUE CROSS & BLUE SHIELD OF WISCONSIN | Health | 40 | May | $17,200 |
| STANDARD INSURANCE COMPANY | — | 115 | May | $2,208 |
| DELTA DENTAL OF WISCONSIN | Dental, Vision | 53 | May | $2,004 |
| STANDARD INSURANCE COMPANY | Life | 115 | May | $1,388 |
| STANDARD INSURANCE COMPANY | Disability | 7 | May | $360 |
Questions
Who is SCHWAAB, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, SCHWAAB, INC.'s broker of record is R&R INSURANCE SERVICES, INC..
What insurance carrier does SCHWAAB, INC. use?
SCHWAAB, INC.'s benefit plan is written through BLUE CROSS & BLUE SHIELD OF WISCONSIN, among 5 disclosed carriers.
When does SCHWAAB, INC.'s group plan renew?
The most recent Schedule A policy period for SCHWAAB, INC. ended in May. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from SCHWAAB, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.