Form 5500 · Employee benefit plan · BELOIT, WI
THE CALDWELL GROUP, INC.
THE CALDWELL GROUP, INC. of BELOIT, WI files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is STUMM INSURANCE LLC. Coverage is written through BLUECROSS BLUESHIELD OF ILLINOIS and 6 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 36-2896884 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| BLUECROSS BLUESHIELD OF ILLINOIS | Health | 225 | December | $61,447 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | — | 169 | December | $10,565 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Disability | 169 | December | $7,440 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | Dental | 135 | December | $6,893 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Life | 169 | December | $4,187 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | — | 47 | December | $2,843 |
| VISION SERVICE PLAN | Vision | 122 | December | $959 |
Questions
Who is THE CALDWELL GROUP, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, THE CALDWELL GROUP, INC.'s broker of record is STUMM INSURANCE LLC.
What insurance carrier does THE CALDWELL GROUP, INC. use?
THE CALDWELL GROUP, INC.'s benefit plan is written through BLUECROSS BLUESHIELD OF ILLINOIS, among 7 disclosed carriers.
When does THE CALDWELL GROUP, INC.'s group plan renew?
The most recent Schedule A policy period for THE CALDWELL GROUP, 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 CALDWELL GROUP, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.