Form 5500 · Employee benefit plan · DAYTON, OH
WOOLPERT, INC.
WOOLPERT, INC.'s employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is CUSTOM BENEFIT PROGRAMS INC. Coverage is written through UNUM INSURANCE COMPANY and 5 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 20-1391406 · plan 501 · as of Aug 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| UNUM INSURANCE COMPANY | — | 303 | December | $65,803 | $46,064 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life | 1,739 | December | $269,724 | $38,118 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Disability | 1,722 | December | $239,376 | $35,906 |
| VISION SERVICE PLAN | Vision | 1,671 | December | $174,517 | $0 |
| UNUM INSURANCE COMPANY | — | 285 | December | $7,752 | — |
| UNUM INSURANCE COMPANY | — | 213 | December | $6,503 | — |
Questions
Who is WOOLPERT, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, WOOLPERT, INC.'s broker of record is CUSTOM BENEFIT PROGRAMS INC.
What insurance carrier does WOOLPERT, INC. use?
WOOLPERT, INC.'s benefit plan is written through UNUM INSURANCE COMPANY, among 6 disclosed carriers.
When does WOOLPERT, INC.'s group plan renew?
The most recent Schedule A policy period for WOOLPERT, INC. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from WOOLPERT, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.