Form 5500 · Employee benefit plan · WAUSAU, WI
WIPFLI LLP
WIPFLI LLP of WAUSAU, WI files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is MERCER HEALTH AND BENEFITS, LLC. 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 39-0758449 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| AMERICAN HERITAGE LIFE INSURANCE COMPANY | — | 326 | December | $53,433 |
| KAISER FOUNDATION HEALTH PLAN OF COLORADO | Health | 53 | December | $19,941 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life, Disability | 2,303 | December | $5,810 |
| ARAG INSURANCE COMPANY | — | 464 | December | $5,603 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 12 | December | $367 |
| WYSSTA INSURANCE COMPANY INC | Vision | 1,719 | December | $0 |
| EMPLOYEE RESOURCE CENTER, INC. | — | 2,364 | December | $0 |
Questions
Who is WIPFLI LLP's benefits broker?
Per its most recent Form 5500 Schedule A, WIPFLI LLP's broker of record is MERCER HEALTH AND BENEFITS, LLC.
What insurance carrier does WIPFLI LLP use?
WIPFLI LLP's benefit plan is written through AMERICAN HERITAGE LIFE INSURANCE COMPANY, among 7 disclosed carriers.
When does WIPFLI LLP's group plan renew?
The most recent Schedule A policy period for WIPFLI LLP ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from WIPFLI LLP's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.