Form 5500 · Employee benefit plan · BROOKFIELD, WI
WOLTER, INC.
WOLTER, INC. of BROOKFIELD, WI files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is ROBERTSON RYAN & ASSOCIATES INC. Coverage is written through SUN LIFE ASSURANCE COMPANY OF CANADA and 2 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 39-1052980 · plan 502 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| SUN LIFE ASSURANCE COMPANY OF CANADA | Life, Disability | 601 | December | $82,739 |
| WYSSTA INSURANCE COMPANY INC | Vision | 387 | December | $4,131 |
| UNITEDHEALTHCARE INSURANCE COMPANY | Stop-loss | 841 | December | $0 |
Questions
Who is WOLTER, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, WOLTER, INC.'s broker of record is ROBERTSON RYAN & ASSOCIATES INC.
What insurance carrier does WOLTER, INC. use?
WOLTER, INC.'s benefit plan is written through SUN LIFE ASSURANCE COMPANY OF CANADA, among 3 disclosed carriers.
When does WOLTER, INC.'s group plan renew?
The most recent Schedule A policy period for WOLTER, INC. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from WOLTER, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.