Form 5500 · Employee benefit plan · MINOCQUA, WI
T.A. SOLBERG CO., INC
The filing calls this plan T.A. SOLBERG CO., INC. WRAP PLAN.
T.A. SOLBERG CO., INC of MINOCQUA, WI is a 220-participant retail employer whose group benefits are disclosed in its annual Form 5500 filing. Its broker of record is M3 INSURANCE SOLUTIONS INC.. Coverage is written through ASPIRUS HEALTH PLAN and 2 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 39-1210564 · plan 501 · plan year 2025, filed Jul 20, 2026
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How this plan is funded
Fully insured as reported
The filing reports medical coverage through an insurance contract on Schedule A, and no money paid for benefits by the plan itself.
Benefits declared on this filing
One contract on this filing does not say which benefits it covers, so a line above may be insured by it.
Also declared: other welfare.
Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.
Where a line has more than one insured contract, the carrier and the covered figure are the largest contract's by premium. The contracts are not added up: a pharmacy carve-out and the medical carrier beside it cover the same people.
Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.
Plan brief
Schedule A lists 6 insured contracts covering health, vision, life and disability; the largest, with ASPIRUS HEALTH PLAN, covers 236 people.
The filing declares health, vision, life, disability and dental. Dental appears with no insured contract on Schedule A. That coverage may be self-funded, placed with a carrier that is not on this filing, or written on the contract here that does not say what it covers.
Reported premium across the insured contracts is $2,312,377, with $35,844 in disclosed broker commissions — about 1.6% 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.
M3 INSURANCE SOLUTIONS INC. is the broker of record on 5 of the 6 contracts; the rest name a different broker or none.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| ASPIRUS HEALTH PLAN | Health | 236 | Jan 1, 2026 | $2,185,143 | $23,519 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | Life | 343 | Jan 1, 2026 | $65,962 | $6,596 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | Disability | 105 | Jan 1, 2026 | $24,713 | $3,707 |
| WYSSTA INSURANCE COMPANY INC | Vision | 186 | Jan 1, 2026 | $15,499 | $1,243 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | — | 355 | Jan 1, 2026 | $7,792 | $779 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | Disability | 284 | Jan 1, 2026 | $13,268 | $0 |
Premium and claims on this contract
ASPIRUS HEALTH PLAN, contract ASP10056. For the contract year on this filing, the carrier reported $2,185,143 in premium earned and $1,857,930 in claims incurred. Dividing one by the other gives 85%.
- ASPIRUS HEALTH PLAN, contract ASP10056 reported $23,519 in retention.
Retention is what the carrier kept of the premium after claims, as reported: administration, commissions and other charges.
Only experience-rated contracts report these figures, so most filings leave them blank.
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
Administrator and service providers
The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.
Other plans filed by this employer
How this plan compares
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