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Sponsor portfolioWelfare / HealthEIN 38-2116904
SCHUPAN AND SONS, INC.
3400 COVINGTON ROAD · KALAMAZOO, MI 49001
8007248704
- Plans filed
- 1
- Years active
- 2015–2025
- Industry
- NAICS 33
- Latest filing
- 2025
Total premiums (latest)
$643K
No prior year
Persons covered
1,145
No prior year
Total participants
534
No prior year
Plans filed
1
No prior year
Plans under this sponsor
1 plan
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Other | $574K | 26.4% | |
| Life | $562K | 25.8% | |
| Short-term disability | $486K | 22.3% | |
| Long-term disability | $486K | 22.3% | |
| Vision | $69K | 3.2% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 010278678 | LSTDLTDOth | $486K | 75.6% | 1 | 1 | 532 |
EIN 360792925 | LOth | $76K | 11.8% | 1 | 1 | 65 |
EIN 430949844 | V | $69K | 10.7% | 1 | 1 | 1,145 |
EIN 465722012 | Oth | $13K | 2.0% | 1 | 1 | 534 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| LOCKTON COMPANIES, LLC | KANSAS CITY, MO | EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO., UNUM LIFE INSURANCE COMPANY OF AMERICA | $28K | $23K | $51K | 87.1% | 1 |
| LIGHTHOUSE GROUP | GRAND RAPIDS, MI | EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO., TRUSTMARK INSURANCE COMPANY | $5K | $0 | $5K | 8.2% | 1 |
| ACCRETIVE ENROLLMENT SERVICES LLC | PERRYSBURG, OH | TRUSTMARK INSURANCE COMPANY | $3K | $0 | $3K | 4.7% | 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