Form 5500 · Employee benefit plan · SAVANNAH, TN
THE WISE COMPANY, LLC
THE WISE COMPANY, LLC's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is BRANDON T PENKO. Coverage is written through THE LINCOLN NATIONAL LIFE INSURANCE COMPANY and 4 other carriers. The plan's most recent policy period ended in June.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 20-3222618 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | 54 | June | $38,784 |
| RELIANCE STANDARD LIFE INSURANCE COMPANY | Life, Disability | 199 | June | $24,193 |
| DELTA DENTAL OF TENNESSEE | Dental | 172 | June | $2,412 |
| UNITEDHEALTHCARE INSURANCE COMPANY | Health | 227 | June | $0 |
| AMERITAS LIFE INSURANCE CORP. | Vision | 199 | June | $0 |
Questions
Who is THE WISE COMPANY, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, THE WISE COMPANY, LLC's broker of record is BRANDON T PENKO.
What insurance carrier does THE WISE COMPANY, LLC use?
THE WISE COMPANY, LLC's benefit plan is written through THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, among 5 disclosed carriers.
When does THE WISE COMPANY, LLC's group plan renew?
The most recent Schedule A policy period for THE WISE COMPANY, LLC ended in June. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from THE WISE COMPANY, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.