Form 5500 Search

M3 INSURANCE SOLUTIONS

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
21
Active participants
16,671
Total plan assets
$2.7M
Filings (rows)
22
Direct comp
$235K
Indirect comp
$0

SERVICES PROVIDED

Broker19
Other2

Top plans served

Showing top 22 of 21 (largest by assets)
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
ADAMS AND ASSOCIATES, INC.
ADAMS AND ASSOCIATES INC HEALTH AND WELFARE PLAN
SAN MATEO, CA
Other
NONE
1,022$1.5M$115K
ADAMS AND ASSOCIATES, INC.
ADAMS AND ASSOCIATES INC HEALTH AND WELFARE PLAN
SAN MATEO, CA
Other
NONE
947$1.2M$57K
SMART MOTORS, INC.
SMART MOTORS WRAP PLAN
MADISON, WI
Broker
INS AGENT OR BROKER
229$870
SWEDISHAMERICAN HEALTH SYSTEM CORP
SWEDISHAMERICAN PERSONAL SOLUTIONS PLAN
ROCKFORD, IL
Broker
INSURANCE AGENT OR BROKE
3,594$6K
SMART MOTORS, INC.
SMART MOTORS WRAP PLAN
MADISON, WI
Broker
INS AGENT OR BROKER
215$824
SMART MOTORS, INC.
SMART MOTORS WRAP PLAN
MADISON, WI
Broker
INS AGENT OR BROKER
0$58
T.A. SOLBERG CO., INC
T.A. SOLBERG CO., INC. WRAP PLAN
MINOCQUA, WI
Broker
INS AGENT OR BROKER
211$144
T.A. SOLBERG CO., INC
T.A. SOLBERG CO., INC. WRAP PLAN
MINOCQUA, WI
Broker
INS AGENT OR BROKER
217$128
T.A. SOLBERG CO., INC
T.A. SOLBERG CO., INC. WRAP PLAN
MINOCQUA, WI
Broker
INS AGENT OR BROKER
267$124
CREDIT UNION NATIONAL ASSOCIATION, INC. DBA CUNA, INC.
CREDIT UNION NATIONAL ASSOCIATION, INC. EMPLOYEE BENEFITS PLAN
MADISON, WI
Broker
INS AGENT OR BROKER
253$1K
CREDIT UNION NATIONAL ASSOCIATION, INC. DBA CUNA, INC.
CREDIT UNION NATIONAL ASSOCIATION, INC. EMPLOYEE BENEFITS PLAN
MADISON, WI
Broker
INS AGENT OR BROKER
248$1K
NETWORK HEALTH, INC.
NETWORK HEALTH, INC. HEALTH & WELFARE PLAN
MENASHA, WI
Broker
INSURANCE AGENT
454$165
NETWORK HEALTH, INC.
NETWORK HEALTH, INC. HEALTH & WELFARE PLAN
MENASHA, WI
Broker
INSURANCE AGENT
480$125
SKAALEN NURSING AND REHABILITATION CENTER, INC.
SKAALEN SUNSET HOME, INC. MAJOR MEDICAL PLAN
STOUGHTON, WI
Broker
BROKER
99$8K
TRACHTE BUILDING SYSTEMS, INC.
TRACHTE BUILDING SYSTEMS, INC. WELFARE BENEFIT PLAN
SUN PRAIRIE, WI
Broker
INSURANCE AGENT OR BROKE
224$110
CREDIT UNION NATIONAL ASSOCIATION, INC. DBA CUNA, INC.
CREDIT UNION NATIONAL ASSOCIATION, INC. EMPLOYEE BENEFITS PLAN
MADISON, WI
Broker
INS AGENTS AND BROKERS
248$10K
TRACHTE BUILDING SYSTEMS, INC.
TRACHTE BUILDING SYSTEMS, INC. WELFARE BENEFIT PLAN
SUN PRAIRIE, WI
Broker
INSURANCE AGENT OR BROKE
580$148
NETWORK HEALTH, INC.
NETWORK HEALTH, INC. HEALTH & WELFARE PLAN
MENASHA, WI
Broker
INSURANCE AGENT
461$125
SWEDISHAMERICAN HEALTH SYSTEM CORP
SWEDISHAMERICAN PERSONAL SOLUTIONS PLAN
ROCKFORD, IL
Broker
INSURANCE AGENT OR BROKE
3,311$5K
TRACHTE BUILDING SYSTEMS, INC.
TRACHTE BUILDING SYSTEMS, INC. WELFARE BENEFIT PLAN
SUN PRAIRIE, WI
Broker
INSURANCE AGENT OR BROKE
388$124
CONSTRUCTION FORMS, INC.
CONSTRUCTION FORMS, INC. GROUP BENEFIT PLAN (MEDICAL)
PORT WASHINGTON, WI
Broker
BROKER
0$22K
SWEDISHAMERICAN HEALTH SYSTEM CORP
SWEDISHAMERICAN PERSONAL SOLUTIONS PLAN
ROCKFORD, IL
Broker
INSURANCE AGENT OR BROKE
3,471$6K
M3 INSURANCE SOLUTIONS — Form 5500 Service Provider Profile | Form 5500 Search