Form 5500 · Employee benefit plan · WAUKESHA, WI
WAUKESHA STATE BANK
WAUKESHA STATE BANK's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is R&R INSURANCE SERVICES, INC.. Coverage is written through DELTA DENTAL OF WISCONSIN and 7 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 39-0734270 · plan 517 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| DELTA DENTAL OF WISCONSIN | Dental | 198 | December | $10,678 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life, Disability | 281 | December | $8,779 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life | 120 | December | $6,196 |
| COMPCARE HEALTH SERVICES INSURANCE CORPORATION | Health | 335 | December | $4,350 |
| UNUM INSURANCE COMPANY | — | 80 | December | $2,744 |
| UNUM INSURANCE COMPANY | — | 61 | December | $2,554 |
| UNUM INSURANCE COMPANY | — | 48 | December | $2,087 |
| WYSSTA INSURANCE COMPANY, INC. | Vision | 172 | December | $1,497 |
Questions
Who is WAUKESHA STATE BANK's benefits broker?
Per its most recent Form 5500 Schedule A, WAUKESHA STATE BANK's broker of record is R&R INSURANCE SERVICES, INC..
What insurance carrier does WAUKESHA STATE BANK use?
WAUKESHA STATE BANK's benefit plan is written through DELTA DENTAL OF WISCONSIN, among 8 disclosed carriers.
When does WAUKESHA STATE BANK's group plan renew?
The most recent Schedule A policy period for WAUKESHA STATE BANK ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from WAUKESHA STATE BANK's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.