Form 5500 · Employee benefit plan · MADISON, WI
WISCONSIN BANKERS ASSOCIATION INSURANCE TRUST FUND
WISCONSIN BANKERS ASSOCIATION INSURANCE TRUST FUND's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is WISCONSIN BANKERS ASSOCIATION EBC. Coverage is written through UNITEDHEALTHCARE INSURANCE COMPANY and 14 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 39-6046865 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| UNITEDHEALTHCARE INSURANCE COMPANY | Health | 2,410 | December | $286,354 |
| DELTA DENTAL OF WISCONSIN | Dental | 1,216 | December | $68,024 |
| WISCONSIN PHYSICIANS SERVICE INSURANCE CORPORATION | Health | 423 | December | $67,486 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life | 2,484 | December | $53,023 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Disability | 2,229 | December | $34,577 |
| DELTA DENTAL OF WISCONSIN | Dental | 452 | December | $25,720 |
| DELTA DENTAL OF WISCONSIN | Dental | 283 | December | $14,169 |
| DELTA DENTAL OF WISCONSIN | Dental | 299 | December | $13,990 |
| DELTA DENTAL OF WISCONSIN | Dental | 193 | December | $9,478 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | 597 | December | $9,246 |
| DELTA DENTAL OF WISCONSIN | Dental | 80 | December | $4,856 |
| DELTA DENTAL OF WISCONSIN | Dental | 87 | December | $3,999 |
| NGL | Vision | 912 | December | $3,344 |
| DELTA DENTAL OF WISCONSIN | Dental | 13 | December | $457 |
| DELTA DENTAL OF WISCONSIN | Dental | 7 | December | $370 |
Questions
Who is WISCONSIN BANKERS ASSOCIATION INSURANCE TRUST FUND's benefits broker?
Per its most recent Form 5500 Schedule A, WISCONSIN BANKERS ASSOCIATION INSURANCE TRUST FUND's broker of record is WISCONSIN BANKERS ASSOCIATION EBC.
What insurance carrier does WISCONSIN BANKERS ASSOCIATION INSURANCE TRUST FUND use?
WISCONSIN BANKERS ASSOCIATION INSURANCE TRUST FUND's benefit plan is written through UNITEDHEALTHCARE INSURANCE COMPANY, among 15 disclosed carriers.
When does WISCONSIN BANKERS ASSOCIATION INSURANCE TRUST FUND's group plan renew?
The most recent Schedule A policy period for WISCONSIN BANKERS ASSOCIATION INSURANCE TRUST FUND ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from WISCONSIN BANKERS ASSOCIATION INSURANCE TRUST FUND's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.