Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.5M
- Prescription drug$2.5M
- Dental$952K
- Vision$952K
- Other$134K
- Life$70K
- +2 more
Sponsor portfolio
SUCCESS MORTGAGE PARTNERS, INC
EIN 01-0759540real estateLatest filing 2025
Plans
2
Retirement
1
$9.1M assets
Welfare
1
$2.6M premiums
Participants
877
1200 S SHELDON RD - PLYMOUTH, MI 481702187734-519-5837successmortgagepartners.comLinkedIn501-1000 employeesreal estate
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.6M premiums / 420 covered livesCarrier market share
Premium dollars by Schedule A carrier
59%top
- BLUE CARE NETWORK OF MICHIGAN59%
- BLUE CROSS OF CALIFORNIA36%
- UNUM LIFE INSURANCE COMPANY OF AMERICA5%
Broker market share
Schedule A broker compensation
73%top
- MARK J MERUCCI73%
- M&M BENEFIT GROUP LLC27%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SUCCESS MORTGAGE PARTNERS, INC. 401(K) PLAN
401k
Assets$9.1M
Participants454
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SUCCESS MORTGAGE PARTNERS, INC HEALTH AND WELFARE PLAN
Fully Insured - BLUE CARE NETWORK OF MICHIGAN
Premiums$2.6M
Covered lives420
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SUCCESS MORTGAGE PARTNERS, INC. 401(K) PLAN | 401k | $9.1M | 454 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SUCCESS MORTGAGE PARTNERS, INC HEALTH AND WELFARE PLAN | Fully Insured | BLUE CARE NETWORK OF MICHIGAN | $2.6M | 420 | 2025 |
Retirement plans
Welfare plans