| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ACRISURE LLC3 Filed as: ACRISURE | 5664 PRAIRIE CREEK DR. SE CALEDONIA, MI 49316 | BLUE CARE NETWORK | $169K | — | $169K | 2.69% |
| ACRISURE LLC3 | 5664 PRAIRIE CREEK DR SE CALEDONIA, MI 49316 | DELTA DENTAL OF MICHIGAN | $48K | — | $48K | 7.40% |
| ACRISURE LLC3 | DBA THE CAMPBELL GROUP 5664 PRAIRIE CREEK DRIVE CALEDONIA, MI 49316 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $12K | — | $12K | 6.00% |
| ACRISURE LLC3 | 5664 PRAIRIE CREEK DRIVE CALEDONIA, MI 49316 | CONTINENTAL AMERICAN INSURANCE COMPANY | $60K | — | $60K | 32.60% |
| BRIAN W PATTEN3 Filed as: BRIAN PATTEN | 120 MARGUERITE DRIVE CRANBERRY TOWNSHIP, PA 16066 | CONTINENTAL AMERICAN INSURANCE COMPANY | $1K | — | $1K | 0.76% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL | MIDWEST LIMITED 625 KENMOOR AVE SE GRAND RAPIDS, MI 49546 | CONTINENTAL AMERICAN INSURANCE COMPANY | $1K | — | $1K | 0.74% |
| MATTHEW S MCCLAY3 | 120 MARQUERITE DRIVE SUITE 101 CRANBERRY, PA 16066 | CONTINENTAL AMERICAN INSURANCE COMPANY | $1K | — | $1K | 0.67% |
| EVAN B GERSON3 | 321 N CLARK ST SUITE 625 CHICAGO, IL 60654 | CONTINENTAL AMERICAN INSURANCE COMPANY | $1K | — | $1K | 0.63% |
| THE WORKSITE GROUP LLC3 Filed as: WORKSITE BENEFITS LLC | 4200 W MICHIGAN AVE KALAMAZOO, MI 49006 | CONTINENTAL AMERICAN INSURANCE COMPANY | $919 | — | $919 | 0.50% |
| BRIAN W PATTEN3 | 120 MARGUERITE DRIVE CRANBERRY TOWNSHIP, PA 16066 | CONTINENTAL AMERICAN INSURANCE COMPANY | $791 | — | $791 | 0.43% |
| CASSIE MARIE GOODBAND3 Filed as: CASSIE M GOODBAND | 4623 ROMENCE ROAD PORTAGE, MI 49024 | CONTINENTAL AMERICAN INSURANCE COMPANY | $260 | — | $260 | 0.14% |
| JOSEPH A DIFUCCIA3 | 2323 W 38TH STREET ERIE, PA 16508 | CONTINENTAL AMERICAN INSURANCE COMPANY | $152 | — | $152 | 0.08% |
| NICHOLAS E VIGIL3 Filed as: NICHOLAS SHIPE | 11037 BROADWAY SUITE C CROWN POINT, IN 46307 | CONTINENTAL AMERICAN INSURANCE COMPANY | $145 | — | $145 | 0.08% |
| JEREMY D SAMPSEL3 | 3030 9TH STREET #2K KALAMAZOO, MI 49009 | CONTINENTAL AMERICAN INSURANCE COMPANY | $127 | — | $127 | 0.07% |
| MARJORIE L MOE3 | 7343 NORTH SHORE DRIVE SOUTH HAVEN, MI 49090 | CONTINENTAL AMERICAN INSURANCE COMPANY | $113 | — | $113 | 0.06% |
| BRUCE A VAN RYN3 | 3053 RIVERVALE DR SW ST GRANDVILLE, MI 49418 | CONTINENTAL AMERICAN INSURANCE COMPANY | $101 | — | $101 | 0.05% |
| MARY M CAMPBELL3 | 9480 W Y AVENUE SCHOOLCRAFT, MI 49087 | CONTINENTAL AMERICAN INSURANCE COMPANY | $76 | — | $76 | 0.04% |
| BRADLEY W JOHNSON3 | 203 WHITE PINE LANE CRANBERRY TOWNSHIP, PA 16066 | CONTINENTAL AMERICAN INSURANCE COMPANY | $61 | — | $61 | 0.03% |
| DANIEL C HARRIS3 | 900 OAKSIDE LANE PITTSBURGH, PA 15229 | CONTINENTAL AMERICAN INSURANCE COMPANY | $60 | — | $60 | 0.03% |
| KIMBERLY JILL ZBIKOWSKI3 Filed as: KIMBERLY J ZBIKOWSKI | 1786 DEEPWOOD DRIVE S. W. WYOMING, MI 49519 | CONTINENTAL AMERICAN INSURANCE COMPANY | $54 | — | $54 | 0.03% |
| ROBERT L PARSONS3 | 4130 WEST D AVE KALAMAZOO, MI 49009 | CONTINENTAL AMERICAN INSURANCE COMPANY | $47 | — | $47 | 0.03% |
| BRANDI L DONLIN3 | 810 RIVER AVE STE 230 PITTSBURGH, PA 15212 | CONTINENTAL AMERICAN INSURANCE COMPANY | $34 | — | $34 | 0.02% |
| LEE TENACE3 Filed as: LEE K TENACE | 321 N CLARK STREET STE 625 CHICAGO, IL 60654 | CONTINENTAL AMERICAN INSURANCE COMPANY | $29 | — | $29 | 0.02% |
| HENSLEY A AKIBOH3 | 321 N. CLARK STREET STE 625 CHICAGO, IL 60654 | CONTINENTAL AMERICAN INSURANCE COMPANY | $19 | — | $19 | 0.01% |
| JAMISON MYCYK3 | 800 S WELLS STREET APT 1032 CHICAGO, IL 60607 | CONTINENTAL AMERICAN INSURANCE COMPANY | $17 | — | $17 | 0.01% |
| WAYNE UZARSKI3 | 902 1ST STREET #1 CANONSBURG, PA 15317 | CONTINENTAL AMERICAN INSURANCE COMPANY | $16 | — | $16 | 0.01% |
| TREVOR A SMALL3 | 4200 WEST MICHIGAN AVE KALAMAZOO, MI 49006 | CONTINENTAL AMERICAN INSURANCE COMPANY | $14 | — | $14 | 0.01% |
| MICHELLE R ASHLEY3 | PO BOX 293 STEVENSVILLE, MI 49127 | CONTINENTAL AMERICAN INSURANCE COMPANY | $13 | — | $13 | 0.01% |
| PAUL M MARTINDALE3 | 10255 PRETTY LAKE TRL PLYMOUTH, IN 46563 | CONTINENTAL AMERICAN INSURANCE COMPANY | $12 | — | $12 | 0.01% |
| JERAD C CROOKS3 Filed as: JERAD C. CROOKS | 2211 HIGHLANDER DRIVE WARSAW, IN 46580 | CONTINENTAL AMERICAN INSURANCE COMPANY | $12 | — | $12 | 0.01% |
| JONATHAN DAVID BESWARICK3 Filed as: JONATHAN D BESWARICK | 220 INSURANCE DRIVE SUITE A FT WAYNE, IN 46825 | CONTINENTAL AMERICAN INSURANCE COMPANY | $9 | — | $9 | 0.00% |
| CYNTHIA LERNER RUBIN3 Filed as: CYNTHIA J LANGER | 1901 ACORN DRIVE ST. JOSEPH, MI 49085 | CONTINENTAL AMERICAN INSURANCE COMPANY | $8 | — | $8 | 0.00% |
| CATHY POE3 | 902 TERRE COUPE BUCHANAN, MI 49107 | CONTINENTAL AMERICAN INSURANCE COMPANY | $6 | — | $6 | 0.00% |
| LAURA E MCCALLY3 Filed as: LAURA E MCCALLY-GEARHART | 1330 PARK WEST BLVD VICKSBURG, MI 49097 | CONTINENTAL AMERICAN INSURANCE COMPANY | $4 | — | $4 | 0.00% |
| PAUL M MARTINDALE3 | 10255 PRETTY CAKE TRAIL PLYMOUTH, IN 46563 | CONTINENTAL AMERICAN INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| ACRISURE LLC3 | DBA THE CAMPBELL GROUP 5664 PRAIRIE CREEK DRIVE CALEDONIA, MI 49316 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $5K | — | $5K | 4.84% |
| ACRISURE LLC3 | DBA THE CAMPBELL GROUP 5664 PRAIRIE CREEK DRIVE CALEDONIA, MI 49316 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $6K | — | $6K | 19.02% |
| HUB INTERNATIONAL MIDWEST LIMITED3 Filed as: HUB INTERNATIONAL MIDWEST | 16253 COLLECTION CENTER SUITE D CHICAGO, IL 60693 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $1K | — | $1K | 3.86% |
No Schedule C service providers reported on this filing.
Benefits declared on the Form 5500 main form (✓ = also has a Schedule A insurance contract; otherwise the benefit is funded out of plan assets or via a Schedule C TPA).
The plan reports several different headcounts depending on which form you read. Each one measures a different slice of the population.
| Active participants | 2,064 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 9 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 51 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 2,124 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CARE NETWORK | 1,070 | $6.3M |
| Dental | DELTA DENTAL OF MICHIGAN | 1,942 | $656K |
| Vision | VISION SERVICE PLAN | 926 | $103K |
| Life insurance | LIFE INSURANCE COMPANY OF NORTH AMERICA | 1,850 | $196K |
| Long-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 941 | $104K |
| Prescription drug | BLUE CARE NETWORK | 1,070 | $6.3M |
| Other(3 contracts, 2 carriers) | LIFE INSURANCE COMPANY OF NORTH AMERICA | 1,850 | $412K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,942 | — |
Why the numbers differ. Form 5500 line 6 counts employees + retirees + beneficiaries; no dependents. Schedule A persons-covered counts everyone enrolled, including spouses and children, so it usually exceeds line 6 by 30-60% on a working-age workforce. The medical row is normally the broadest single line because it has the highest take-up; dental/vision/life often dip below it. Stop-loss / reinsurance contracts sometimes report the carrier's full underwriting pool rather than this filer's headcount; the row is shown for transparency but shouldn't be read as "people in this plan."
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.