Form 5500 · Employee benefit plan · SAGINAW, MI
MORLEY COMPANIES, INC.
MORLEY COMPANIES, INC. of SAGINAW, MI insures health, dental, vision, life and disability coverage for its employees, per Schedule A of its Form 5500. Its broker of record is GREGORY J SURMONT. Coverage is written through BLUE CROSS BLUE SHIELD OF MICHIGAN and 2 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 38-2687736 · plan 504 · as of Aug 2026
Plan brief
Schedule A lists 7 insured contracts covering health, dental, vision, life and disability; the largest, with BLUE CROSS BLUE SHIELD OF MICHIGAN, covers 1,876 people.
Reported premium across the insured contracts is $13,609,938, with $380,752 in disclosed broker commissions — about 2.8% of premium.
The health contract's policy period ended in December, while at least one ancillary line renews in April — the plan is on a split renewal cycle.
GREGORY J SURMONT is the broker of record on 1 of the 7 contracts; the rest name a different broker or none.
3 carriers appear on the filing — BLUE CROSS BLUE SHIELD OF MICHIGAN, BLUE CROSS BLUE SHIELD OF SOUTH CAROLINA and LINCOLN NATIONAL LIFE INSURANCE COMPANY — with BLUE CROSS BLUE SHIELD OF MICHIGAN writing the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF MICHIGAN | Health, Dental, Vision | 1,876 | December | $10,610,217 | $264,403 |
| BLUE CROSS BLUE SHIELD OF SOUTH CAROLINA | Health | 145 | April | $2,045,315 | $61,040 |
| LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life | 1,712 | December | $257,807 | $30,273 |
| LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | 1,712 | December | $364,249 | $9,924 |
| LINCOLN NATIONAL LIFE INSURANCE COMPANY | Disability | 1,712 | December | $172,568 | $7,822 |
| BLUE CROSS BLUE SHIELD OF SOUTH CAROLINA | Dental | 155 | April | $144,987 | $7,290 |
| BLUE CROSS BLUE SHIELD OF SOUTH CAROLINA | Vision | 145 | April | $14,795 | $0 |
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