Form 5500 · Employee benefit plan · APPLETON, WI
WINDOW SOLUTIONS, INC
The filing calls this plan WINDOW SOLUTIONS, INC BENEFIT PLAN.
WINDOW SOLUTIONS, INC of APPLETON, WI spreads its employee benefits across 5 insurance carriers, according to its Form 5500 Schedule A. Its broker of record is R&B INSURANCE SERVICES. Coverage is written through NETWORK HEALTH PLAN and 4 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 82-2551854 · plan 501 · plan year 2025, filed Sep 2, 2026
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How this plan is funded
Fully insured as reported
The filing reports medical coverage through an insurance contract on Schedule A, and no money paid for benefits by the plan itself.
Benefits declared on this filing
Also declared: death benefits.
Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.
Where a line has more than one insured contract, the carrier and the covered figure are the largest contract's by premium. The contracts are not added up: a pharmacy carve-out and the medical carrier beside it cover the same people.
Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.
Plan brief
Schedule A lists 8 insured contracts covering health, dental, vision, life and disability; the largest, with NETWORK HEALTH PLAN, covers 173 people.
Reported premium across the insured contracts is $1,736,098, with $113,457 in disclosed broker commissions — about 6.5% of premium.
The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.
R&B INSURANCE SERVICES is the broker of record on 2 of the 8 contracts; the rest name a different broker or none.
5 carriers appear on the filing, including NETWORK HEALTH PLAN, DELTA DENTAL OF WISCONSIN, RELIANCE STANDARD LIFE INSURANCE COMPANY and UNUM INSURANCE COMPANY. NETWORK HEALTH PLAN writes the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| NETWORK HEALTH PLAN | Health | 173 | Jan 1, 2026 | $1,429,889 | $52,525 |
| RELIANCE STANDARD LIFE INSURANCE COMPANY | Disability | 115 | Jan 1, 2026 | $81,031 | $28,361 |
| RELIANCE STANDARD LIFE INSURANCE COMPANY | Disability | 302 | Jan 1, 2026 | $46,113 | $9,223 |
| DELTA DENTAL OF WISCONSIN | Dental | 183 | Jan 1, 2026 | $92,514 | $8,431 |
| UNUM INSURANCE COMPANY | — | 134 | Jan 1, 2026 | $29,242 | $5,726 |
| UNUM INSURANCE COMPANY | — | 144 | Jan 1, 2026 | $24,413 | $4,908 |
| RELIANCE STANDARD LIFE INSURANCE COMPANY | Life | 302 | Jan 1, 2026 | $14,480 | $2,810 |
| WYSSTA INSURANCE COMPANY INC | Vision | 216 | Jan 1, 2026 | $18,416 | $1,473 |
Premium and claims on this contract
DELTA DENTAL OF WISCONSIN, contract 07019. For the contract year on this filing, the carrier reported $92,485 in premium earned and $81,581 in claims incurred. Dividing one by the other gives 88%.
- DELTA DENTAL OF WISCONSIN, contract 07019 reported $22,197 in retention.
Retention is what the carrier kept of the premium after claims, as reported: administration, commissions and other charges.
Only experience-rated contracts report these figures, so most filings leave them blank.
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
Administrator and service providers
The plan administrator is from line 3a of the main form. We publish company names only.
Reported to OSHA
Reported to OSHA for 2025: 362 employees, 12 recordable cases, 35 days away from work.
Source: OSHA Injury Tracking Application establishment data, 2025.
Other plans filed by this employer
How this plan compares
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