Form 5500 · Employee benefit plan · SOUTHFIELD, MI
MORTGAGE CENTER, L.C.
Public Form 5500 records show how MORTGAGE CENTER, L.C. of SOUTHFIELD, MI, a finance and insurance employer, structures its employee benefits. Its broker of record is MICHIGAN PLANNERS INC. Coverage is written through BLUE CROSS BLUE SHIELD and 2 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 38-3358941 · plan 501 · as of Aug 2026
Plan brief
Schedule A lists 10 insured contracts covering health, dental, vision, life and disability; the largest, with BLUE CROSS BLUE SHIELD, covers 145 people.
Reported premium across the insured contracts is $1,090,467, with $58,430 in disclosed broker commissions — about 5.4% of premium.
The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.
MICHIGAN PLANNERS INC is the broker of record on 1 of the 10 contracts; the rest name a different broker or none.
3 carriers appear on the filing — BLUE CROSS BLUE SHIELD, BLUE CARE NETWORK OF MICHIGAN and UNITED OF OMAHA LIFE INSURANCE COMPANY — with BLUE CROSS BLUE SHIELD writing the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD | Health | 145 | December | $695,645 | $29,141 |
| BLUE CARE NETWORK OF MICHIGAN | Health | 50 | December | $237,517 | $10,735 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | — | 54 | December | $31,693 | $4,754 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Disability | 43 | December | $26,483 | $3,972 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Dental | 84 | December | $54,013 | $3,781 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Life | 73 | December | $19,250 | $2,887 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Vision | 81 | December | $11,306 | $1,131 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | — | 47 | December | $5,340 | $1,068 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | — | 28 | December | $8,456 | $846 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Life | 117 | December | $764 | $115 |
More employer plans in Michigan — largest plans, brokers, carriers and renewal months.