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Form 5500 · Employee benefit plan · ANN ARBOR, MI

BANK OF ANN ARBOR

BANK OF ANN ARBOR's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is KAPNICK & COMPANY, INC.. Coverage is written through UNUM LIFE INSURANCE COMPANY and 2 other carriers. The plan's most recent policy period ended in January.

Benefits broker of record
Plan renews
January

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 38-3252110 · plan 502 · as of Jul 2026

Participants
231
Carriers on file
3
Disclosed commissions
$1,896,580
Renewal month
January

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
UNUM LIFE INSURANCE COMPANY227January$1,871,875
UNUM LIFE INSURANCE COMPANYLife121January$15,764
UNUM LIFE INSURANCE COMPANYLife, Disability296January$8,941

Questions

Who is BANK OF ANN ARBOR's benefits broker?

Per its most recent Form 5500 Schedule A, BANK OF ANN ARBOR's broker of record is KAPNICK & COMPANY, INC..

What insurance carrier does BANK OF ANN ARBOR use?

BANK OF ANN ARBOR's benefit plan is written through UNUM LIFE INSURANCE COMPANY, among 3 disclosed carriers.

When does BANK OF ANN ARBOR's group plan renew?

The most recent Schedule A policy period for BANK OF ANN ARBOR ended in January. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from BANK OF ANN ARBOR's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.