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Form 5500 · Employee benefit plan · WAUKESHA, WI

SOCIETY OF ST. VINCENT DE PAUL OF WAUKESHA COUNTY, INC.

Public Form 5500 records show how SOCIETY OF ST. VINCENT DE PAUL OF WAUKESHA COUNTY, INC. (WAUKESHA, WI) structures its employee benefits. Its broker of record is LPL FINANCIAL CORPORATION. Coverage is written through JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.). The plan's most recent policy period ended in September.

Benefits broker of record
Plan renews
September

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 39-0909537 · plan 001 · as of Jul 2026

Participants
151
Carriers on file
1
Disclosed commissions
$1,698
Renewal month
September

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.)115September$1,698

Questions

Who is SOCIETY OF ST. VINCENT DE PAUL OF WAUKESHA COUNTY, INC.'s benefits broker?

Per its most recent Form 5500 Schedule A, SOCIETY OF ST. VINCENT DE PAUL OF WAUKESHA COUNTY, INC.'s broker of record is LPL FINANCIAL CORPORATION.

What insurance carrier does SOCIETY OF ST. VINCENT DE PAUL OF WAUKESHA COUNTY, INC. use?

SOCIETY OF ST. VINCENT DE PAUL OF WAUKESHA COUNTY, INC.'s benefit plan is written through JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.).

When does SOCIETY OF ST. VINCENT DE PAUL OF WAUKESHA COUNTY, INC.'s group plan renew?

The most recent Schedule A policy period for SOCIETY OF ST. VINCENT DE PAUL OF WAUKESHA COUNTY, INC. ended in September. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from SOCIETY OF ST. VINCENT DE PAUL OF WAUKESHA COUNTY, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.