Form 5500 · Employee benefit plan · COTTAGE GROVE, WI
SHARED MEDICAL SERVICES, INC.
SHARED MEDICAL SERVICES, INC.'s employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is M3 INSURANCE SOLUTIONS INC.. Coverage is written through PRUDENTIAL INSURANCE COMPANY OF AMERICA and 4 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 41-1388075 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| PRUDENTIAL INSURANCE COMPANY OF AMERICA | Life, Disability | 377 | December | $5,629 |
| WYSSTA INSURANCE COMPANY INC | Vision | 273 | December | $2,799 |
| PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | Life | 69 | December | $2,792 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | — | 48 | December | $2,208 |
| HCC LIFE INSURANCE COMPANY | Stop-loss | 293 | December | $0 |
Questions
Who is SHARED MEDICAL SERVICES, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, SHARED MEDICAL SERVICES, INC.'s broker of record is M3 INSURANCE SOLUTIONS INC..
What insurance carrier does SHARED MEDICAL SERVICES, INC. use?
SHARED MEDICAL SERVICES, INC.'s benefit plan is written through PRUDENTIAL INSURANCE COMPANY OF AMERICA, among 5 disclosed carriers.
When does SHARED MEDICAL SERVICES, INC.'s group plan renew?
The most recent Schedule A policy period for SHARED MEDICAL SERVICES, INC. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from SHARED MEDICAL SERVICES, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.