form5500lookup

Benefits brokerage · 6 offices

KAPNICK & COMPANY, INC.

KAPNICK & COMPANY, INC. is named as the broker of record on 347 insurance contracts across its 6 offices in public Form 5500 Schedule A filings.

Offices
6
Contracts
347
Carriers
48

Offices

Largest book first.

A contract that names two offices of this firm is counted on each of their rows, so this column adds up to more than the firm's own total. The total counts each contract once.

CityStateContracts
ADRIANMI284
ANN ARBORMI54
TROYMI5
SALINEMI4
ADIRANMI1
MADISON HEIGHTSMI1

Book profile

KAPNICK & COMPANY, INC. brokers 347 insured contracts for 112 employers, across 5 states, led by MI, OH, KS.

Life is the largest line (120 contracts), followed by disability (98), health (84), dental (78).

DELTA DENTAL OF MICHIGAN writes the most contracts in the book (43, about 12%); UNUM LIFE INSURANCE COMPANY OF AMERICA, UNITED OF OMAHA LIFE INSURANCE COMPANY, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA follow.

Renewals concentrate on January 1: 77% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.

Contracts by employer state

Counted by each employer's own state. Largest first.

StateContracts
Lines of coverage

Contracts by line.

life 120 · disability 98 · health 84 · dental 78 · vision 43 · stop-loss 3

Renewals by month

Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.

  1. J
  2. F
  3. M
  4. A
  5. M
  6. J
  7. J
  8. A
  9. S
  10. O
  11. N
  12. D

Clients on file

EmployerLocationOfficeCarrierRenews
ADRIAN STEEL COMPANYADRIAN, MIADRIAN, MIBLUE CROSS BLUE SHIELD OF MICHIGANJan 1FY2025
VERICEL CORPORATIONANN ARBOR, MIADRIAN, MIBLUE CROSS BLUE SHIELD OF MICHIGANJan 1FY2024
FAAC, INC./AROTECHANN ARBOR, MIADRIAN, MIBLUE CARE NETWORK OF MICHIGANJan 1FY2025
FRITZ ENTERPRISES, INC.TRENTON, MIADRIAN, MIBLUE CROSS BLUE SHIELD OF MICHIGANJan 1FY2024
SOCIETY OF MANUFACTURING ENGINEERSSOUTHFIELD, MIADRIAN, MIBLUE CROSS BLUE SHIELD OF MICHIGANJan 1FY2025
Subscriber access
107

more employers in KAPNICK & COMPANY, INC.'s book

See the full client list across every office, with carriers, renewal dates, and disclosed commissions — plus the renewal calendar and export.

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan years 2024–2025 on this page)