Plan Ledger DOL Form 5500 · updated monthly

Sundance, Inc.benefits

Sundance, Inc. Flexible Benefit Plan · BRIGHTON, MI · plan year 2024

Broker compensation reported · 2024
$165,862

Sundance, Inc.'s benefits plans covered 374 active participants in 2024, providing health · life · dental · vision · short-term disability · other. Insurance premiums totaled $3,770,658. Insurance brokers and agents were paid $165,862 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 4.4% of premiums. That is $443 per covered person, in the top quarter of employer plans that report broker pay. Broker pay rose 22% from $135,869 in 2023.

Insurance contracts · 20247
BLUE CROSS BLUE SHIELD OF MICHIGAN · health drug dental vision ppo$3.8M · 489 covered
UNUM INSURANCE COMPANYpremiums n/a · 102 covered
UNUM INSURANCE COMPANYpremiums n/a · 84 covered
PRINCIPAL LIFE INSURANCE COMPANY · life std ltdpremiums n/a · 136 covered
HARTFORD LIFE AND ACCIDENT · life stdpremiums n/a · 242 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · lifepremiums n/a · 135 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · stdpremiums n/a · 57 covered
Brokers & agents paid · 20246
KATHERINE C. WOOD$113,751
KAPNICK & COMPANY, INC.$31,358 · incl $6,270 fees
MICAH WIDDER GROUP PLLC$10,135
TRAVIS PORTA$6,083 · incl $6,083 fees
CENTRO BENEFITS RESEARCH LLC$3,915 · incl $3,915 fees
HUB INTERNATIONAL MIDWEST LIMITED$620 · incl $620 fees
Also brokered by Katherine C. Wood5
Zausmer, P. C. MI$15,056
Drsn Associates MI$14,908

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 383284710 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.