Form 5500 · Employee benefit plan · PLYMOUTH, MI
SUCCESS MORTGAGE PARTNERS, INC.
Public Form 5500 records show how SUCCESS MORTGAGE PARTNERS, INC. of PLYMOUTH, MI, a real estate employer, structures its employee benefits. Its broker of record is PRINCIPAL SECURITIES INC. Coverage is written through PRINCIPAL LIFE INSURANCE COMPANY. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 01-0759540 · plan 001 · as of Aug 2026
Plan brief
The filing discloses $698 in broker commissions; premium is not reported on these contracts.
The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.
PRINCIPAL SECURITIES INC is the broker of record on all 2 contracts.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | — | 454 | December | — | $518 |
| PRINCIPAL LIFE INSURANCE COMPANY | — | 454 | December | — | $180 |
More employer plans in Michigan — largest plans, brokers, carriers and renewal months.