Benefits broker of record · KALAMAZOO, MI
ROSE STREET ADVISORS LLC
ROSE STREET ADVISORS LLC of KALAMAZOO, MI is named as the broker of record on 86 insurance contracts in public Form 5500 Schedule A filings.
86 contracts on file name ROSE STREET ADVISORS 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
ROSE STREET ADVISORS LLC brokers 86 insured contracts for 23 employers, across 2 states, led by MI, IL.
Life is the largest line (29 contracts), followed by disability (23), dental (13), vision (12).
UNITED OF OMAHA LIFE INSURANCE COMPANY writes the most contracts in the book (23, about 27%); RELIANCE STANDARD LIFE INSURANCE COMPANY, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, DELTA DENTAL OF MICHIGAN follow.
Renewals concentrate on January 1: 71% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.
Contracts in the book, by the carrier that writes them. Largest first.
Counted by each employer's own state. Largest first.
Contracts by line.
life 29 · disability 23 · dental 13 · vision 12 · health 8 · stop-loss 3
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
- J
- F
- M
- A
- M
- J
- J
- A
- S
- O
- N
- D
Clients on file
| Employer | Location | Carrier | Renews |
|---|---|---|---|
| COUNSELING CONNECTION, INC. | LIBERTYVILLE, IL | BLUECROSS BLUESHIELD OF ILLINOIS | Nov 1FY2028 |
| KNIGHT WATCH, INC. | KALAMAZOO, MI | PRIORITY HEALTH | Sep 1FY2025 |
| GOODWILL INDUSTRIES OF CENTRAL MICHIGANS HEARTLAND, INC. | BATTLE CREEK, MI | BLUE CROSS BLUE SHIELD OF MICHIGAN | Jan 1FY2025 |
| GOODWILL INDUSTRIES OF CENTRAL MICHIGANS HEARTLAND, INC. | BATTLE CREEK, MI | BLUE CARE NETWORK OF MICHIGAN | Jan 1FY2025 |
| WESTERN DIVERSIFIED PLASTICS, LLC | MATTAWAN, MI | METROPOLITAN LIFE INSURANCE COMPANY | Jan 1FY2025 |
more employers in ROSE STREET ADVISORS LLC's book
See the full client list with carriers, renewal dates, and disclosed commissions — plus the renewal calendar and export.
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan years 2025–2028 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