Form 5500 · Employee benefit plan · MADISON, WI
URUS GROUP, LP
URUS GROUP, LP of MADISON, WI files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is MERCER HEALTH AND BENEFITS, LLC. Coverage is written through SUN LIFE ASSURANCE COMPANY OF CANADA and 2 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 83-2013330 · plan 501 · as of Aug 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| SUN LIFE ASSURANCE COMPANY OF CANADA | Life, Disability | 837 | December | $691,397 | $100,483 |
| LLOYDS OF LONDON | — | 3 | December | $83,076 | $23,927 |
| VISION SERVICE PLAN | Vision | 557 | December | $68,390 | $0 |
Questions
Who is URUS GROUP, LP's benefits broker?
Per its most recent Form 5500 Schedule A, URUS GROUP, LP's broker of record is MERCER HEALTH AND BENEFITS, LLC.
What insurance carrier does URUS GROUP, LP use?
URUS GROUP, LP's benefit plan is written through SUN LIFE ASSURANCE COMPANY OF CANADA, among 3 disclosed carriers.
When does URUS GROUP, LP's group plan renew?
The most recent Schedule A policy period for URUS GROUP, LP ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from URUS GROUP, LP's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.