Plan Ledger DOL Form 5500 · updated monthly

Thrifty Retail Services, LLC dba Serv-U-Successbenefits

Serv-U-Success Health and Welfare Benefits Plan · GRANDVILLE, MI · plan year 2025

Broker compensation reported · 2025
$209,395

Thrifty Retail Services, LLC dba Serv-U-Success's benefits plans covered 1,256 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits. Insurance premiums totaled $469,396. Insurance brokers and agents were paid $209,395 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 44.6% of premiums. That is $167 per covered person, below the median for employer plans that report broker pay. Broker pay rose 10% from $190,179 in 2024.

Insurance contracts · 20254
DELTA DENTAL OF MICHIGAN · dental$469K · 1,442 covered
METROPOLITAN GENERAL INSURANCE COMPANYpremiums n/a · 163 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · life std ltdpremiums n/a · 1,256 covered
Brokers & agents paid · 20251
EDGE INSURANCE GROUP, LLC$209,395 · incl $48,232 fees
Also brokered by Edge Insurance Group, LLC5

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 273469063 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.