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Form 5500 · Employee benefit plan · MADISON, WI

WEGNER CPAS LLP

WEGNER CPAS LLP of MADISON, WI files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is ANSAY & ASSOCIATES LLC. Coverage is written through QUARTZ HEALTH BENEFIT PLANS CORPORATION and 2 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 39-0974031 · plan 501 · as of Jul 2026

Participants
167
Carriers on file
3
Disclosed commissions
$41,313
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
QUARTZ HEALTH BENEFIT PLANS CORPORATIONHealth300December$25,388
DELTA DENTAL OF WISCONSINDental129December$9,366
LINCOLN NATIONAL LIFE INSURANCE COMPANY167December$6,559

Questions

Who is WEGNER CPAS LLP's benefits broker?

Per its most recent Form 5500 Schedule A, WEGNER CPAS LLP's broker of record is ANSAY & ASSOCIATES LLC.

What insurance carrier does WEGNER CPAS LLP use?

WEGNER CPAS LLP's benefit plan is written through QUARTZ HEALTH BENEFIT PLANS CORPORATION, among 3 disclosed carriers.

When does WEGNER CPAS LLP's group plan renew?

The most recent Schedule A policy period for WEGNER CPAS LLP ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from WEGNER CPAS LLP's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.