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Form 5500 · Employee benefit plan · STUART, FL

WILLIAM WALLACE ENTERPRISES, INC D/B/A WALLACE LINCOLN

Public Form 5500 records show how WILLIAM WALLACE ENTERPRISES, INC D/B/A WALLACE LINCOLN (STUART, FL) structures its employee benefits. Its broker of record is DIGITAL INSURANCE LLC. Coverage is written through UNITED OF OMAHA LIFE INSURANCE COMPANY and 3 other carriers. The plan's most recent policy period ended in May.

Benefits broker of record
Plan renews
May

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 65-1023153 · plan 507 · as of Jul 2026

Participants
279
Carriers on file
4
Disclosed commissions
$36,835
Renewal month
May

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
UNITED OF OMAHA LIFE INSURANCE COMPANYDisability112May$19,857
UNITED OF OMAHA LIFE INSURANCE COMPANYLife174May$13,425
SUN LIFE ASSURANCECOMPANY OF CANADAVision239May$2,764
SUN LIFE ASSURANCE COMPANY OF CANADADental285May$789

Questions

Who is WILLIAM WALLACE ENTERPRISES, INC D/B/A WALLACE LINCOLN's benefits broker?

Per its most recent Form 5500 Schedule A, WILLIAM WALLACE ENTERPRISES, INC D/B/A WALLACE LINCOLN's broker of record is DIGITAL INSURANCE LLC.

What insurance carrier does WILLIAM WALLACE ENTERPRISES, INC D/B/A WALLACE LINCOLN use?

WILLIAM WALLACE ENTERPRISES, INC D/B/A WALLACE LINCOLN's benefit plan is written through UNITED OF OMAHA LIFE INSURANCE COMPANY, among 4 disclosed carriers.

When does WILLIAM WALLACE ENTERPRISES, INC D/B/A WALLACE LINCOLN's group plan renew?

The most recent Schedule A policy period for WILLIAM WALLACE ENTERPRISES, INC D/B/A WALLACE LINCOLN ended in May. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from WILLIAM WALLACE ENTERPRISES, INC D/B/A WALLACE LINCOLN's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.