# M3 INSURANCE SOLUTIONS, INC. EMPLOYEE BENEFITS PLAN

Health and welfare plan sponsored by **M3 INSURANCE SOLUTIONS, INC.**. Form 5500 filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | M3 INSURANCE SOLUTIONS, INC. |
| EIN | 391141360 |
| Plan number | 503 |
| Plan year | 2025 |
| Location | MADISON, WI |
| Industry | Finance and Insurance |
| Funding | mixed |
| Total premiums | $3.3M |
| Participants | 477 |
| Persons covered | 466 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| QUARTZ HEALTH BENEFIT PLANS CORPORATION | Rx, HMO, PPO |
| STANDARD INSURANCE COMPANY | LTD, Life, Other, Indemnity |
| TOKIO MARINE HCC | Stop-loss |
| WYSSTA INSURANCE COMPANY INC | Vision |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Other |
| TRUSTMARK INSURANCE COMPANY | Life |
| FAMILY SERVICE MADISON | Other |

## Brokers

| Broker | Placed with |
|---|---|
| M3 INSURANCE SOLUTIONS INC | QUARTZ HEALTH BENEFIT PLANS CORPORATION |
| M3 INSURANCE SOLUTIONS INC | HCC LIFE INSURANCE COMPANY |
| M3 INSURANCE SOLUTIONS INC | STANDARD INSURANCE COMPANY |
| C2 CENTRIC LLC | STANDARD INSURANCE COMPANY |
| M3 INSURANCE SOLUTIONS INC | WYSSTA INSURANCE COMPANY INC |
| AGIS NETWORK INC | UNUM LIFE INSURANCE COMPANY OF AMERICA |
| M3 INSURANCE SOLUTIONS INC | UNUM LIFE INSURANCE COMPANY OF AMERICA |
| M3 INSURANCE SOLUTIONS INC | TRUSTMARK INSURANCE COMPANY |
| JENNON CARUTH | TRUSTMARK INSURANCE COMPANY |

## 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/391141360-503
- Cite as: PlanOptica, https://planoptica.com/welfare/391141360-503
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