Form 5500 · Employee benefit plan · BROOKFIELD, WI
SHOREWEST REALTORS, INC.
Public Form 5500 records show how SHOREWEST REALTORS, INC. (BROOKFIELD, WI) structures its employee benefits. Its broker of record is USI INSURANCE SERVICES LLC. Coverage is written through LIFE INSURANCE COMPANY OF NORTH AMERICA and 1 other carrier. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 39-0804706 · plan 504 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| LIFE INSURANCE COMPANY OF NORTH AMERICA | Disability | 139 | December | $3,054 |
| UNITEDHEALTHCARE INSURANCE COMPANY | Life | 139 | January | $1,390 |
Questions
Who is SHOREWEST REALTORS, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, SHOREWEST REALTORS, INC.'s broker of record is USI INSURANCE SERVICES LLC.
What insurance carrier does SHOREWEST REALTORS, INC. use?
SHOREWEST REALTORS, INC.'s benefit plan is written through LIFE INSURANCE COMPANY OF NORTH AMERICA, among 2 disclosed carriers.
When does SHOREWEST REALTORS, INC.'s group plan renew?
The most recent Schedule A policy period for SHOREWEST REALTORS, INC. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from SHOREWEST REALTORS, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.