form5500lookup

Benefits broker of record · ROCHESTER HILLS, MI

AFFILIATED AGENCIES LLC

AFFILIATED AGENCIES LLC of ROCHESTER HILLS, MI is named as the broker of record on 20 insurance contracts in public Form 5500 Schedule A filings.

One of 4 offices of AFFILIATED AGENCIES LLC.

Contracts brokered
20
Book size
$100k–1M
Office state
MI

20 contracts on file name AFFILIATED AGENCIES LLC as broker of record. The full book with premiums and commissions is on the subscriber view of this page, or through the Form5500Lookup connector for ChatGPT and Claude.

Book profile

AFFILIATED AGENCIES LLC brokers 20 insured contracts for 11 employers, all in Michigan.

Health is the largest line (13 contracts), followed by life (7), disability (7), vision (6).

PRINCIPAL LIFE INSURANCE COMPANY writes the most contracts in the book (8, about 40%); ALLIANCE HEALTH AND LIFE INSURANCE COMPANY, UNITEDHEALTHCARE INSURANCE COMPANY, HEALTH ALLIANCE PLAN follow.

Renewals concentrate on January 1: 80% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.

Carriers in the book

Contracts in the book, by the carrier that writes them. Largest first.

CarrierContracts
Contracts by employer state

Counted by each employer's own state. Largest first.

StateContracts
Lines of coverage

Contracts by line.

health 13 · life 7 · disability 7 · vision 6 · dental 5

Renewals by month

Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.

  1. J
  2. F
  3. M
  4. A
  5. M
  6. J
  7. J
  8. A
  9. S
  10. O
  11. N
  12. D

Clients on file

EmployerLocationCarrierRenews
FERNCO, INC.DAVISON, MIALLIANCE HEALTH AND LIFE INSURANCE COMPANYJan 1FY2025
WALTONEN ENGINEERINGWARREN, MIUNITEDHEALTHCARE INSURANCE COMPANYJan 1FY2025
FIELDSTONE A & E, LLCAUBURN HILLS, MIUNITEDHEALTHCARE INSURANCE COMPANYJan 1FY2025
BROWN-CAMPBELL COMPANYSHELBY TOWNSHIP, MIUNITEDHEALTHCARE INSURANCE COMPANYAug 1FY2025
DSPACE, INC.WIXOM, MIUNITEDHEALTHCARE INSURANCE COMPANYJan 1FY2025
Subscriber access
6

more employers in AFFILIATED AGENCIES LLC's book

See the full client list with carriers, renewal dates, and disclosed commissions — plus the renewal calendar and export.

Subscribe — from $39/moAlready subscribed? Sign in

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan year 2025 on this page)

Claude & ChatGPT

Look up records from Claude or ChatGPT

Add Form5500Lookup to Claude or ChatGPT and ask about any employer, broker or carrier in plain English. Lookups are free. Renewal lists, full books of business and exports are included with a subscription.

Building a list or a tool from these records? Match a list you already have from $29 per 1,000 records, or license the whole dataset as a weekly file for $499 a month. See both

Add to Claude Set up ChatGPT