Plan Ledger DOL Form 5500 · updated monthly

The Csm Group, Inc.benefits

Csm Group Health and Welfare Plan · KALAMAZOO, MI · plan year 2024

Broker compensation reported · 2024
$66,918

The Csm Group, Inc.'s benefits plans covered 164 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits. Insurance premiums totaled $1,661,288. Insurance brokers and agents were paid $66,918 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 4.0% of premiums. That is $408 per covered person, above the median for employer plans that report broker pay. Broker pay rose 15% from $58,346 in 2023.

Insurance contracts · 20245
BLUE CROSS BLUE SHIELD OF MICHIGAN · health drug ppo$1.6M · 276 covered
DELTA DENTAL OF MICHIGAN · dental$109K · 289 covered
VISION SERVICE PLAN · visionpremiums n/a · 110 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · life ltdpremiums n/a · 151 covered
Brokers & agents paid · 20245
MICHELLE R STOUFFER$45,540
TRICOAST ADVISORS, LLC$19,786 · incl $5,027 fees
HNI RISK SERVICES$1,511
PREMIER BENEFITS GROUP, LLC$65
KP INSURANCE AGENCY, LLC$16
Also brokered by Michelle R Stouffer2

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 382472025 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.