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Benefits broker of record · GRANDVILLE, MI

PATRICK DALTON

PATRICK DALTON of GRANDVILLE, MI is named as the broker of record on 3 insurance contracts in public Form 5500 Schedule A filings.

Contracts brokered
3
Book size
$100k–1M
Office state
MI

Book profile

PATRICK DALTON brokers 3 insured contracts for 3 employers, all in Michigan.

The book is entirely health coverage.

PRIORITY HEALTH writes the most contracts in the book (2, about 67%); PRIORITY HEALTH INSURANCE COMPANY follow.

Renewals are spread through the year; April 1 renewals (policy year ends March) are the largest group, at 33% of the dated welfare contracts.

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 3

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
WEDGWOOD CHRISTIAN SERVICES WELFARE PLANGRAND RAPIDS, MIPRIORITY HEALTHApr 1FY2025
INTEGRITY EDUCATIONAL SERVICESGRAND RAPIDS, MIPRIORITY HEALTHSep 1FY2025
SMITH HAUGHEY RICE & ROEGGE, PCGRAND RAPIDS, MIPRIORITY HEALTH INSURANCE COMPANYJan 1FY2025

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)

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