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Form 5500 · Employee benefit plan · MADISON, WI

STRAND ASSOCIATES, INC.

STRAND ASSOCIATES, INC. of MADISON, WI insures health, dental, vision, life and disability coverage for its employees, per Schedule A of its Form 5500. Its broker of record is BENEFIT WORKS LLC. Coverage is written through BLUE CROSS & BLUE SHIELD OF WISCONSIN (BCBSW)(G0422) and 5 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 39-1020418 · plan 506 · as of Aug 2026

Participants
510
Carriers on file
6
Disclosed commissions
$230,028
Renewal month
December

Plan brief

Schedule A lists 6 insured contracts covering health, dental, vision, life and disability; the largest, with BLUE CROSS & BLUE SHIELD OF WISCONSIN (BCBSW)(G0422), covers 612 people.

Reported premium across the insured contracts is $8,811,073, with $230,028 in disclosed broker commissions — about 2.6% of premium.

The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.

BENEFIT WORKS LLC is the broker of record on 5 of the 6 contracts; the rest name a different broker or none.

6 carriers appear on the filing — BLUE CROSS & BLUE SHIELD OF WISCONSIN (BCBSW)(G0422), COMPCARE HEALTH SERVICES INSURANCE CORP (G0423), DELTA DENTAL OF WISCONSIN and EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA among them — with BLUE CROSS & BLUE SHIELD OF WISCONSIN (BCBSW)(G0422) writing the largest contract by premium.

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsPremiumCommission
COMPCARE HEALTH SERVICES INSURANCE CORP (G0423)Health548December$3,824,240$77,292
BLUE CROSS & BLUE SHIELD OF WISCONSIN (BCBSW)(G0422)Health612December$4,006,679$77,291
EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICALife, Disability541December$345,223$25,938
DELTA DENTAL OF WISCONSINDental528December$459,768$24,020
UNUM LIFE INSURANCE COMPANY OF AMERICA208December$103,752$20,631
WYSSTA INSURANCE COMPANY INCVision525December$71,411$4,856

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