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Form 5500 · Employee benefit plan · ROCHESTER, NY

WILMORITE MANAGEMENT GROUP, LLC

Public Form 5500 records show how WILMORITE MANAGEMENT GROUP, LLC (ROCHESTER, NY) structures its employee benefits. Its broker of record is BROWN & BROWN INS SVCS INC. Coverage is written through EXCELLUS BLUE CROSS BLUE SHIELD and 7 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 20-2391875 · plan 501 · as of Jul 2026

Participants
129
Carriers on file
8
Disclosed commissions
$90,847
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
EXCELLUS BLUE CROSS BLUE SHIELDHealth162December$77,461
LINCOLN LIFE & ANNUITY COMPANY OF NEW YORKDisability55December$3,383
LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK58December$2,557
LINCOLN LIFE & ANNUITY COMPANY OF NEW YORKLife125December$2,481
LINCOLN LIFE & ANNUITY COMPANY OF NEW YORKDental66December$2,411
LINCOLN LIFE & ANNUITY COMPANY OF NEW YORKLife20December$1,677
EYEMED VISION CAREVision61December$877
EMPLOYEE NETWORK, INC.140December$0

Questions

Who is WILMORITE MANAGEMENT GROUP, LLC's benefits broker?

Per its most recent Form 5500 Schedule A, WILMORITE MANAGEMENT GROUP, LLC's broker of record is BROWN & BROWN INS SVCS INC.

What insurance carrier does WILMORITE MANAGEMENT GROUP, LLC use?

WILMORITE MANAGEMENT GROUP, LLC's benefit plan is written through EXCELLUS BLUE CROSS BLUE SHIELD, among 8 disclosed carriers.

When does WILMORITE MANAGEMENT GROUP, LLC's group plan renew?

The most recent Schedule A policy period for WILMORITE MANAGEMENT GROUP, LLC ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from WILMORITE MANAGEMENT GROUP, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.