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Form 5500 · Employee benefit plan · SAN MATEO, CA

WISER SOLUTIONS, INC.

Public Form 5500 records show how WISER SOLUTIONS, INC. (SAN MATEO, CA) structures its employee benefits. Its broker of record is NEWFRONT INSURANCE. Coverage is written through AETNA LIFE INSURANCE COMPANY 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 46-1195664 · plan 501 · as of Jul 2026

Participants
161
Carriers on file
3
Disclosed commissions
$115,674
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
AETNA LIFE INSURANCE COMPANYHealth, Dental, Vision255December$101,652
KAISER FOUNDATION HEALTH PLAN, INC.Health18December$7,019
LIFE INSURANCE COMPANY OF NORTH AMERICALife, Disability125December$7,003

Questions

Who is WISER SOLUTIONS, INC.'s benefits broker?

Per its most recent Form 5500 Schedule A, WISER SOLUTIONS, INC.'s broker of record is NEWFRONT INSURANCE.

What insurance carrier does WISER SOLUTIONS, INC. use?

WISER SOLUTIONS, INC.'s benefit plan is written through AETNA LIFE INSURANCE COMPANY, among 3 disclosed carriers.

When does WISER SOLUTIONS, INC.'s group plan renew?

The most recent Schedule A policy period for WISER SOLUTIONS, INC. ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

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