Plan Ledger DOL Form 5500 · updated monthly

Schupan and Sons, Inc.benefits

Schupan and Sons, Inc. Welfare Benefit Plan · KALAMAZOO, MI · plan year 2025

Broker compensation reported · 2025
$58,848

Schupan and Sons, Inc.'s benefits plans covered 534 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $58,848 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $110 per covered person, below the median for employer plans that report broker pay. Broker pay fell 18% from $71,830 in 2024.

Insurance contracts · 20254
HEALTHJOYpremiums n/a · 534 covered
TRUSTMARK INSURANCE COMPANY · lifepremiums n/a · 65 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · life std ltdpremiums n/a · 532 covered
Brokers & agents paid · 20253
LOCKTON COMPANIES, LLC$51,258 · incl $23,117 fees
ACCRETIVE ENROLLMENT SERVICES, LLC$2,781
LIGHTHOUSE GROUP$4,809
Also brokered by Lockton5
Banner Health AZ$3,486,058
Peraton, Inc. VA$2,031,509
Dollar Tree, Inc. VA$1,645,687

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 382116904 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.