Form 5500 · Employee benefit plan · TRAVERSE CITY, MI
HAGERTY INSURANCE AGENCY, LLC
Public Form 5500 records show how HAGERTY INSURANCE AGENCY, LLC (TRAVERSE CITY, MI) structures its employee benefits. Its broker of record is NEXT FINANCIAL GROUP, INC.. Coverage is written through METROPOLITAN LIFE INSURANCE COMPANY and 3 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 88-0268247 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| METROPOLITAN LIFE INSURANCE COMPANY | Life | 75 | December | $6,821 |
| EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO. | Vision | 2,916 | December | $0 |
| CURALINC, LLC DBA CURALINC HEALTHCARE | — | 1,585 | December | $0 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Life, Disability | 1,752 | December | $0 |
Questions
Who is HAGERTY INSURANCE AGENCY, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, HAGERTY INSURANCE AGENCY, LLC's broker of record is NEXT FINANCIAL GROUP, INC..
What insurance carrier does HAGERTY INSURANCE AGENCY, LLC use?
HAGERTY INSURANCE AGENCY, LLC's benefit plan is written through METROPOLITAN LIFE INSURANCE COMPANY, among 4 disclosed carriers.
When does HAGERTY INSURANCE AGENCY, LLC's group plan renew?
The most recent Schedule A policy period for HAGERTY INSURANCE AGENCY, LLC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from HAGERTY INSURANCE AGENCY, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.