form5500lookup

Form 5500 · Employee benefit plan · TROY, MI

WILSON PARTNERS II, LLC

WILSON PARTNERS II, LLC's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is MORGAN STANLEY SMITH BARNEY. Coverage is written through VOYA RETIREMENT INSURANCE & ANNUITY COMPANY. 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 74-3127886 · plan 001 · as of Jul 2026

Participants
170
Carriers on file
1
Disclosed commissions
$21,999
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
VOYA RETIREMENT INSURANCE & ANNUITY COMPANY168December$21,999

Questions

Who is WILSON PARTNERS II, LLC's benefits broker?

Per its most recent Form 5500 Schedule A, WILSON PARTNERS II, LLC's broker of record is MORGAN STANLEY SMITH BARNEY.

What insurance carrier does WILSON PARTNERS II, LLC use?

WILSON PARTNERS II, LLC's benefit plan is written through VOYA RETIREMENT INSURANCE & ANNUITY COMPANY.

When does WILSON PARTNERS II, LLC's group plan renew?

The most recent Schedule A policy period for WILSON PARTNERS II, LLC ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

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