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Form 5500 · Employee benefit plan · APPLETON, WI

SURFACE MOUNT TECHNOLOGY CORPORATION

SURFACE MOUNT TECHNOLOGY CORPORATION's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is MCCLONE AGENCY INC. Coverage is written through SUN LIFE ASSURANCE COMPANY OF CANADA and 3 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 39-1884929 · plan 501 · as of Jul 2026

Participants
182
Carriers on file
4
Disclosed commissions
$101,176
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
SUN LIFE ASSURANCE COMPANY OF CANADAStop-loss116December$87,288
SUN LIFE ASSURANCE COMPANY OF CANADALife, Disability161December$12,550
WYSSTA INSURANCE COMPANY INC.Vision105December$1,338
CURALINC200December$0

Questions

Who is SURFACE MOUNT TECHNOLOGY CORPORATION's benefits broker?

Per its most recent Form 5500 Schedule A, SURFACE MOUNT TECHNOLOGY CORPORATION's broker of record is MCCLONE AGENCY INC.

What insurance carrier does SURFACE MOUNT TECHNOLOGY CORPORATION use?

SURFACE MOUNT TECHNOLOGY CORPORATION's benefit plan is written through SUN LIFE ASSURANCE COMPANY OF CANADA, among 4 disclosed carriers.

When does SURFACE MOUNT TECHNOLOGY CORPORATION's group plan renew?

The most recent Schedule A policy period for SURFACE MOUNT TECHNOLOGY CORPORATION ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from SURFACE MOUNT TECHNOLOGY CORPORATION's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.