# THE BOLDT GROUP HEALTH & WELFARE PLAN

Health and welfare plan sponsored by **THE BOLDT GROUP**. Form 5500 filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | THE BOLDT GROUP |
| EIN | 390174190 |
| Plan number | 501 |
| Plan year | 2025 |
| Location | APPLETON, WI |
| Industry | construction |
| Funding | mixed |
| Total premiums | $1.9M |
| Participants | 2,223 |
| Persons covered | 2,071 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| VOYA FINANCIAL | Stop-loss |
| LIFE INSURANCE COMPANY OF NORTH AMERICA (CIGNA) | Life, Other, LTD |
| WYSSTA INSURANCE COMPANY INC | Vision |
| EMPATHIA, INC. | Other |
| AETNA LIFE INSURANCE COMPANY | Other |
| FEDERAL INSURANCE COMPANY | Other |

## Brokers

| Broker | Placed with |
|---|---|
| JAMES R NELLIGAN & ASSOCIATES LLC | LIFE INSURANCE COMPANY OF NORTH AMERICA |
| HUB INTERNATIONAL MIDWEST LIMITED | LIFE INSURANCE COMPANY OF NORTH AMERICA |
| HUB INTERNATIONAL MIDWEST LIMITED | WYSSTA INSURANCE COMPANY INC |

## About this data

- Source: public Form 5500 filings from the U.S. Department of Labor (EBSA), rebuilt on each DOL release.
- Full page (charts, history, peer benchmarks, fees, contacts): https://planoptica.com/welfare/390174190-501
- Cite as: PlanOptica, https://planoptica.com/welfare/390174190-501
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