Form 5500 · Employee benefit plan · PORT WASHINGTON, WI
THE RETIREMENT ADVANTAGE
THE RETIREMENT ADVANTAGE's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is VIZANCE, INC.. Coverage is written through UNITED OF OMAHA LIFE INSURANCE COMPANY and 5 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 39-1816008 · plan 508 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| UNITED OF OMAHA LIFE INSURANCE COMPANY | — | 71 | December | $5,037 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Disability | 176 | December | $3,293 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Life | 176 | December | $2,593 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | — | 37 | December | $2,102 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | — | 49 | December | $904 |
| WYSSTA INSURANCE COMPANY INC. | Vision | 83 | December | $895 |
Questions
Who is THE RETIREMENT ADVANTAGE's benefits broker?
Per its most recent Form 5500 Schedule A, THE RETIREMENT ADVANTAGE's broker of record is VIZANCE, INC..
What insurance carrier does THE RETIREMENT ADVANTAGE use?
THE RETIREMENT ADVANTAGE's benefit plan is written through UNITED OF OMAHA LIFE INSURANCE COMPANY, among 6 disclosed carriers.
When does THE RETIREMENT ADVANTAGE's group plan renew?
The most recent Schedule A policy period for THE RETIREMENT ADVANTAGE ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from THE RETIREMENT ADVANTAGE's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.