Form 5500 · Employee benefit plan · WAUKESHA, WI
WISCONSIN EVANGELICAL LUTHERAN SYNOD
The filing calls this plan WISCONSIN EVANGELICAL LUTHERAN SYNOD VEBA GROUP HE.
WISCONSIN EVANGELICAL LUTHERAN SYNOD of WAUKESHA, WI is a 3,699-participant other services employer whose group benefits are disclosed in its annual Form 5500 filing. Its broker of record is WILLIS TOWERS WATSON MIDWEST INC. Coverage is written through DELTA DENTAL OF WISCONSIN and 2 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 39-1522925 · plan 501 · plan year 2025, filed Jul 30, 2026
Get an email when this employer files a new Form 5500, and again about four months before its plan renews.
1,633 other employer plans in Wisconsin have policy years ending in December. See the full list on the renewal calendar, or ask for it in Claude or ChatGPT.
How this plan is funded
Self-funded as reported
The filing reports benefits paid from the plan's own money, and no medical insurance contract on Schedule A.
A stop-loss policy appears on a Form 5500 only when the plan itself is the beneficiary, or the premiums are paid from plan money. Many employers buy stop-loss and never report it here. So a plan with no stop-loss on its filing may still have it.
Benefits declared on this filing
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 3 insured contracts covering health, dental, life, disability and stop-loss; the largest, with DELTA DENTAL OF WISCONSIN, covers 2,060 people.
The filing declares health, dental, life, disability and vision. Vision appears with no insured contract on Schedule A. That coverage may be self-funded, or placed with a carrier that is not on this filing.
The medical plan carries stop-loss coverage: the filing reports the plan paying its own health claims, with insured protection against large ones.
Reported premium across the insured contracts is $4,547,581, with $6,761 in disclosed broker commissions — about 0.1% 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.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| DELTA DENTAL OF WISCONSIN | Health, Dental | 2,060 | Jan 1, 2026 | $2,280,767 | $6,761 |
| BLUE CROSS & BLUE SHIELD OF WISCONSIN | Health, Stop-loss | 3,608 | Jan 1, 2026 | $1,208,832 | $0 |
| SUN LIFE ASSURANCE COMPANY OF CANADA | Life, Disability | 3,905 | Jan 1, 2026 | $1,057,982 | $0 |
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
Named on Schedule C of this filing. We publish company names only.
Money the plan held and paid out
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H
These are the plan's own figures from Schedule H, the financial statement it files. They are not the premium on Schedule A.
How this plan compares
Subscribers see how this compares with similar plans in Wisconsin. A subscription also adds this plan's filing history and the renewal calendar for its state. See plans and prices
Without an account you can open 10 employer, broker and carrier pages a day, including through an AI assistant, and 50 a day with a free account. Paid plans are what keep these records free to read.
Renewal calendar
1,633 other employer plans in Wisconsin are January 1 renewals (policy year ends December).
Their policy years end in December, like this plan’s, so most renew January 1. The calendar lists every insured group by renewal date and state, with broker of record, carrier and disclosed commission. You can preview the five largest in each month for free.
Claude & ChatGPT
Look up records from Claude or ChatGPT
Add Form5500Lookup to Claude or ChatGPT and ask about any employer, broker or carrier in plain English. Lookups are free. Renewal lists, full books of business and exports are included with a subscription.
Building a list or a tool from these records? Match a list you already have from $29 per 1,000 records, or license the whole dataset as a weekly file for $499 a month. See both
More employer plans in Wisconsin — largest plans, brokers, carriers and renewal months.