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Form 5500 · Employee benefit plan · TRAVERSE CITY, MI

SERRA TRAVERSE CITY LLC

Public Form 5500 records show how SERRA TRAVERSE CITY LLC (TRAVERSE CITY, MI) structures its employee benefits. Its broker of record is MICHIGAN PLANNERS INC. Coverage is written through GUARDIAN and 1 other carrier. The plan's most recent policy period ended in December.

Benefits broker of record
Insurance carrier
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 47-4791611 · plan 501 · as of Jul 2026

Participants
195
Carriers on file
2
Disclosed commissions
$50,093
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
GUARDIANDental, Vision, Life, Disability186December$29,587
PRIORITY HEALTHHealth228December$20,506

Questions

Who is SERRA TRAVERSE CITY LLC's benefits broker?

Per its most recent Form 5500 Schedule A, SERRA TRAVERSE CITY LLC's broker of record is MICHIGAN PLANNERS INC.

What insurance carrier does SERRA TRAVERSE CITY LLC use?

SERRA TRAVERSE CITY LLC's benefit plan is written through GUARDIAN, among 2 disclosed carriers.

When does SERRA TRAVERSE CITY LLC's group plan renew?

The most recent Schedule A policy period for SERRA TRAVERSE CITY LLC ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from SERRA TRAVERSE CITY LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.