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Benefits broker of record · TROY, MI

GREGORY J SURMONT

GREGORY J SURMONT of TROY, MI is named as the broker of record on 1 insurance contracts in public Form 5500 Schedule A filings.

Contracts brokered
1
Book size
$100k–1M
States
MI

Book profile

GREGORY J SURMONT brokers 1 insured contract for 1 employer covering 1,876 people, all in MI.

Health is the largest line (1 contracts), followed by dental (1), vision (1).

BLUE CROSS BLUE SHIELD OF MICHIGAN writes the most contracts in the book (1, about 100%).

Renewals concentrate in December — 100% of contracts — so most of the book comes up for review at once.

Carriers in the book
Employer states
Lines of coverage

health 1 · dental 1 · vision 1

Renewals by month
  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
MORLEY COMPANIES, INC.SAGINAW, MIBLUE CROSS BLUE SHIELD OF MICHIGANDecember

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A