Form 5500 · Employee benefit plan · DEFOREST, WI
VANNGUARD UTILITY PARTNERS, INC.
Public Form 5500 records show how VANNGUARD UTILITY PARTNERS, INC. (DEFOREST, WI) structures its employee benefits. Its broker of record is M3 INSURANCE SOLUTIONS, INC.. Coverage is written through SUN LIFE ASSURANCE 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 42-1502105 · plan 501 · as of Aug 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| SUN LIFE ASSURANCE OF CANADA | Life, Disability | 775 | December | $122,759 | $19,678 |
| ALLSTATE | — | 118 | April | $90,929 | $10,660 |
| COMPANION LIFE INSURANCE COMPANY | Stop-loss | 426 | November | $297,218 | $0 |
Questions
Who is VANNGUARD UTILITY PARTNERS, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, VANNGUARD UTILITY PARTNERS, INC.'s broker of record is M3 INSURANCE SOLUTIONS, INC..
What insurance carrier does VANNGUARD UTILITY PARTNERS, INC. use?
VANNGUARD UTILITY PARTNERS, INC.'s benefit plan is written through SUN LIFE ASSURANCE OF CANADA, among 3 disclosed carriers.
When does VANNGUARD UTILITY PARTNERS, INC.'s group plan renew?
The most recent Schedule A policy period for VANNGUARD UTILITY PARTNERS, INC. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from VANNGUARD UTILITY PARTNERS, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.