Plan Ledger DOL Form 5500 · updated monthly

Success Mortgage Partners, Incbenefits

Success Mortgage Partners, Inc Health and Welfare Plan · PLYMOUTH, MI · plan year 2025

Broker compensation reported · 2025
$105,484

Success Mortgage Partners, Inc's benefits plans covered 423 active participants in 2025, providing health · life · dental · vision · long-term disability · short-term disability. Insurance premiums totaled $2,504,553. Insurance brokers and agents were paid $105,484 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 4.2% of premiums. That is $249 per covered person, above the median for employer plans that report broker pay. Broker pay rose 0.5% from $104,934 in 2024.

Insurance contracts · 20257
BLUE CARE NETWORK OF MICHIGAN · health drug hmo$1.6M · 271 covered
BLUE CROSS BLUE SHIELD OF MICHIGAN · health drug dental vision ppo$952K · 420 covered
UNUM INSURANCE COMPANYpremiums n/a · 46 covered
UNUM INSURANCE COMPANYpremiums n/a · 70 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · ltdpremiums n/a · 74 covered
UNUM INSURANCE COMPANY · stdpremiums n/a · 53 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · lifepremiums n/a · 142 covered
Brokers & agents paid · 20254
MARK J MERUCCI$76,800
M & M BENEFIT GROUP$19,219 · incl $973 fees
M AND M BENEFIT GROUP LLC$5,271 · incl $5,271 fees
M AND M BENEFIT GROUP$4,194 · incl $266 fees

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 010759540 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.