Form 5500 · Employee benefit plan · APPLETON, WI
THE RETIREMENT ADVANTAGE
Public Form 5500 records show how THE RETIREMENT ADVANTAGE (APPLETON, WI) structures its employee benefits. Coverage is written through PRINCIPAL LIFE INSURANCE COMPANY. The plan's most recent policy period ended in December.
Benefits broker of record
Not disclosed
Insurance carrier
Plan renews
December
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 39-1816008 · plan 001 · as of Jul 2026
Participants
284
Carriers on file
1
Disclosed commissions
$0
Renewal month
December
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | — | 230 | December | $0 |
Questions
What insurance carrier does THE RETIREMENT ADVANTAGE use?
THE RETIREMENT ADVANTAGE's benefit plan is written through PRINCIPAL LIFE INSURANCE COMPANY.
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.