Form 5500 · Employee benefit plan · WAUSAU, WI
WIPFLI ADVISORY LLC
Public Form 5500 records show how WIPFLI ADVISORY LLC (WAUSAU, WI) structures its employee benefits. Its broker of record is GALLAGHER BENEFIT SERVICES. Coverage is written through AMERICAN HERITAGE LIFE INSURANCE COMPANY and 6 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 39-3647910 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| AMERICAN HERITAGE LIFE INSURANCE COMPANY | — | 632 | December | $37,433 |
| KAISER FOUNDATION HEALTH PLAN OF COLORADO | Health | 56 | December | $21,100 |
| ARAG INSURANCE COMPANY | — | 442 | December | $5,069 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life, Disability | 2,247 | December | $5,058 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 25 | December | $280 |
| EMPLOYEE RESOURCE CENTER, INC. | — | 2,437 | December | $0 |
| WYSSTA INSURANCE COMPANY INC | Vision | 1,700 | December | $0 |
Questions
Who is WIPFLI ADVISORY LLC's benefits broker?
Per its most recent Form 5500 Schedule A, WIPFLI ADVISORY LLC's broker of record is GALLAGHER BENEFIT SERVICES.
What insurance carrier does WIPFLI ADVISORY LLC use?
WIPFLI ADVISORY LLC's benefit plan is written through AMERICAN HERITAGE LIFE INSURANCE COMPANY, among 7 disclosed carriers.
When does WIPFLI ADVISORY LLC's group plan renew?
The most recent Schedule A policy period for WIPFLI ADVISORY LLC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from WIPFLI ADVISORY LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.