Form 5500 · Employee benefit plan · APPLETON, WI
THE BOLDT COMPANY
Public Form 5500 records show how THE BOLDT COMPANY of APPLETON, WI, a construction employer, structures its employee benefits. Its broker of record is JAMES R NELLIGAN & ASSOCIATES LLC. Coverage is written through ACE BENEFIT-RYAN SPECIALTY-OPTUMHEALTH-UNIMERICA and 6 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 39-0174190 · plan 501 · as of Aug 2026
Plan brief
Schedule A lists 9 insured contracts covering vision, life, disability and stop-loss; the largest, with ACE BENEFIT-RYAN SPECIALTY-OPTUMHEALTH-UNIMERICA, covers 600 people.
The only insured piece of the health benefit is stop-loss coverage — the plan itself is self-funded, so premium and commission here reflect the stop-loss contract, not medical premium.
Reported premium across the insured contracts is $2,317,663, with $18,352 in disclosed broker commissions — about 0.8% 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.
JAMES R NELLIGAN & ASSOCIATES LLC is the broker of record on 2 of the 9 contracts; the rest name a different broker or none.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| LIFE INSURANCE COMPANY OF NORTH AMERICA | Life | 725 | December | $300,755 | $8,788 |
| WYSSTA INSURANCE COMPANY INC | Vision | 512 | December | $64,036 | $5,174 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | Disability | 725 | December | $142,517 | $3,825 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | — | 725 | December | $23,971 | $565 |
| AETNA INTERNATIONAL | — | 8 | December | $1,000 | $0 |
| FEDERAL INSURANCE COMPANY | — | 660 | December | $28,682 | $0 |
| GRANULAR INSURANCE COMPANY | Stop-loss | 597 | December | $862,788 | $0 |
| ACE BENEFIT-RYAN SPECIALTY-OPTUMHEALTH-UNIMERICA | Stop-loss | 600 | December | $862,939 | $0 |
| EMPATHIA, INC. | — | 2,071 | December | $30,975 | $0 |
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