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Form 5500 · Employee benefit plan · WAUKESHA, WI

THE BOELTER COMPANIES, INC.

THE BOELTER COMPANIES, INC. of WAUKESHA, WI files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is MARSH & MCLENNAN AGENCY LLC. Coverage is written through DELTA DENTAL OF WI and 4 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Insurance carrier
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 39-0752036 · plan 501 · as of Jul 2026

Participants
515
Carriers on file
5
Disclosed commissions
$3,412
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
DELTA DENTAL OF WIDental205December$1,897
DELTA DENTAL OF WIDental170December$1,515
VISION SERVICE PLANVision315December$0
LINCOLN NATIONAL LIFE INSURANCE COMPANYLife508December$0
LINCOLN NATIONAL LIFE INSURANCE COMPANYDisability244December$0

Questions

Who is THE BOELTER COMPANIES, INC.'s benefits broker?

Per its most recent Form 5500 Schedule A, THE BOELTER COMPANIES, INC.'s broker of record is MARSH & MCLENNAN AGENCY LLC.

What insurance carrier does THE BOELTER COMPANIES, INC. use?

THE BOELTER COMPANIES, INC.'s benefit plan is written through DELTA DENTAL OF WI, among 5 disclosed carriers.

When does THE BOELTER COMPANIES, INC.'s group plan renew?

The most recent Schedule A policy period for THE BOELTER COMPANIES, INC. ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from THE BOELTER COMPANIES, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.