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Form 5500 · Employee benefit plan · BURLINGTON, IA

WINEGARD COMPANY

WINEGARD COMPANY of BURLINGTON, IA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is USI INSURANCE SERVICES LLC. Coverage is written through THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA 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 42-0735567 · plan 501 · as of Jul 2026

Participants
301
Carriers on file
3
Disclosed commissions
$43,785
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICALife, Disability204December$40,459
FIDELITY SECURITY LIFE INSURANCE COMPANYVision307December$3,026
EMPLOYEE AND FAMILY RESOURCES, INC.262November$300

Questions

Who is WINEGARD COMPANY's benefits broker?

Per its most recent Form 5500 Schedule A, WINEGARD COMPANY's broker of record is USI INSURANCE SERVICES LLC.

What insurance carrier does WINEGARD COMPANY use?

WINEGARD COMPANY's benefit plan is written through THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, among 3 disclosed carriers.

When does WINEGARD COMPANY's group plan renew?

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

Where does this data come from?

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