Form 5500 · Employee benefit plan · SOUTHFIELD, MI
P&M HOLDING GROUP, LLP
The filing calls this plan PLANTE & MORAN GROUP LIFE INSURANCE.
P&M HOLDING GROUP, LLP of SOUTHFIELD, MI is a 3,626-participant professional services employer whose group benefits are disclosed in its annual Form 5500 filing. Its broker of record is PM GROUP BENEFIT ADVISORS II LLC. Coverage is written through THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 38-1357951 · plan 502 · plan year 2024, filed Jul 25, 2025
Get an email when this employer files a new Form 5500, and again about four months before its plan renews.
1,931 other employer plans in Michigan have policy years ending in December. See the full list on the renewal calendar, or ask for it in Claude or ChatGPT.
How this plan is funded
Funding not settled by the filing
The filing does not report enough to settle how this plan pays for benefits.
Benefits declared on this filing
Also declared: other welfare.
Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.
Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.
Plan brief
Schedule A lists 1 insured contract covering life and disability; the largest, with THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, covers 3,827 people.
Reported premium across the insured contracts is $1,673,589, with $155,644 in disclosed broker commissions — about 9.3% 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.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Life, Disability | 3,827 | Jan 1, 2025 | $1,673,589 | $155,644 |
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
Administrator and service providers
The plan administrator is from line 3a of the main form. We publish company names only.
Other plans filed by this employer
How this plan compares
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Renewal calendar
1,931 other employer plans in Michigan are January 1 renewals (policy year ends December).
Their policy years end in December, like this plan’s, so most renew January 1. The calendar lists every insured group by renewal date and state, with broker of record, carrier and disclosed commission. You can preview the five largest in each month for free.
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