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Sponsor portfolioWelfare / HealthEIN 27-3469063

THRIFTY RETAIL SERVICES, LLC DBA SERV-U-SUCCESS

4695 HELENA DRIVE · GRANDVILLE, MI 49418
6162490025
Plans filed
1
Years active
2016–2026
Industry
NAICS 54
Latest filing
2026
Total premiums (latest)
$1.8M
No prior year
Persons covered
1,442
No prior year
Total participants
1,259
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$1.8M
SERV-U-SUCCESS HEALTH AND WELFARE BENEFITS PLAN
Mixed1,442 covered·4 carriers
Primary: UNITED OF OMAHA LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$1.2M23.2%
Life$1.2M22.2%
Short-term disability$1.2M22.2%
Long-term disability$1.2M22.2%
Dental$469K8.7%
Vision$89K1.6%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITED OF OMAHA LIFE INSURANCE COMPANY
EIN 470322111
LSTDLTDOth
$1.2M66.1%111,256
DELTA DENTAL OF CALIFORNIA
EIN 381791480
D
$469K26.0%111,442
EYEMED VISION CARE
EIN 430949844
V
$89K4.9%111,336
METROPOLITAN LIFE INSURANCE COMPANY
EIN 222342710
Oth
$54K3.0%11163

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
EDGE INSURANCE GROUP, LLCGRANDVILLE, MIMETROPOLITAN GENERAL INSURANCE COMPANY, UNITED OF OMAHA LIFE INSURANCE COMPANY, DELTA DENTAL OF MICHIGAN, EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO.$161K$48K$209K100.0%1

History & trajectory

11 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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