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Form 5500 · Employee benefit plan · PLYMOUTH, MI

SUCCESS MORTGAGE PARTNERS, INC.

SUCCESS MORTGAGE PARTNERS, INC. of PLYMOUTH, MI files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is PRINCIPAL SECURITIES INC. Coverage is written through PRINCIPAL LIFE INSURANCE COMPANY and 1 other carrier. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 01-0759540 · plan 001 · as of Jul 2026

Participants
428
Carriers on file
2
Disclosed commissions
$698
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
PRINCIPAL LIFE INSURANCE COMPANY454December$518
PRINCIPAL LIFE INSURANCE COMPANY454December$180

Questions

Who is SUCCESS MORTGAGE PARTNERS, INC.'s benefits broker?

Per its most recent Form 5500 Schedule A, SUCCESS MORTGAGE PARTNERS, INC.'s broker of record is PRINCIPAL SECURITIES INC.

What insurance carrier does SUCCESS MORTGAGE PARTNERS, INC. use?

SUCCESS MORTGAGE PARTNERS, INC.'s benefit plan is written through PRINCIPAL LIFE INSURANCE COMPANY, among 2 disclosed carriers.

When does SUCCESS MORTGAGE PARTNERS, INC.'s group plan renew?

The most recent Schedule A policy period for SUCCESS MORTGAGE PARTNERS, INC. ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from SUCCESS MORTGAGE PARTNERS, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.