form5500lookup

Benefits brokerage · 5 offices

R&R INSURANCE SERVICES, INC.

R&R INSURANCE SERVICES, INC. is named as the broker of record on 271 insurance contracts across its 5 offices in public Form 5500 Schedule A filings.

Offices
5
Contracts
271
Carriers
41

Offices

Largest book first.

A contract that names two offices of this firm is counted on each of their rows, so this column adds up to more than the firm's own total. The total counts each contract once.

CityStateContracts
WAUKESHAWI266
MUSKEGOWI2
No city on file—1
SHALLOTTENC1
WAUKEHSAWI1

Book profile

R&R INSURANCE SERVICES, INC. brokers 271 insured contracts for 104 employers, across 7 states, led by WI, FL, IN.

Disability is the largest line (90 contracts), followed by life (87), vision (63), dental (48).

UNITED OF OMAHA LIFE INSURANCE COMPANY writes the most contracts in the book (59, about 22%); UNITEDHEALTHCARE INSURANCE COMPANY, WYSSTA INSURANCE COMPANY INC, DELTA DENTAL OF WISCONSIN follow.

Renewals concentrate on January 1: 67% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.

Contracts by employer state

Counted by each employer's own state. Largest first.

StateContracts
Lines of coverage

Contracts by line.

disability 90 · life 87 · vision 63 · dental 48 · health 42 · stop-loss 4

Renewals by month

Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.

  1. J
  2. F
  3. M
  4. A
  5. M
  6. J
  7. J
  8. A
  9. S
  10. O
  11. N
  12. D

Clients on file

EmployerLocationOfficeCarrierRenews
KENOSHA BEEF INTERNATIONAL, LTDKENOSHA, WIWAUKESHA, WIUNITEDHEALTHCARE INSURANCE COMPANYSep 1FY2025
WISCONSIN MANUFACTURERS AND COMMERCE, INC.MADISON, WIWAUKESHA, WIUNITEDHEALTHCARE INSURANCE COMPANYJan 1FY2024
UNITED COMMUNITY CENTERMILWAUKEE, WIWAUKESHA, WIUNITEDHEALTHCARE INSURANCE COMPANYJan 1FY2025
R & R INSURANCE SERVICES, INCWAUKESHA, WIWAUKESHA, WIUNITEDHEALTHCARE INSURANCE COMPANYJan 1FY2025
WISCONSIN MANUFACTURERS AND COMMERCE, INC.MADISON, WIWAUKESHA, WIUNITEDHEALTHCARE INSURANCE COMPANYJan 1FY2025
Subscriber access
99

more employers in R&R INSURANCE SERVICES, INC.'s book

See the full client list across every office, with carriers, renewal dates, and disclosed commissions — plus the renewal calendar and export.

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan years 2024–2025 on this page)