form5500lookup

Benefits brokerage · 3 offices

KAPNICK AND COMPANY INC.

KAPNICK AND COMPANY INC. is named as the broker of record on 75 insurance contracts across its 3 offices in public Form 5500 Schedule A filings.

Offices
3
Contracts
75
Carriers
17

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
ADRIANMI66
ANN ARBORMI8
TROYMI1

Book profile

KAPNICK AND COMPANY INC. brokers 75 insured contracts for 44 employers, across 3 states, led by MI, OH, WI.

Health is the largest line (47 contracts), followed by vision (22), dental (11), life (7).

BLUE CROSS BLUE SHIELD OF MICHIGAN writes the most contracts in the book (27, about 36%); BLUE CARE NETWORK OF MICHIGAN, VISION SERVICE PLAN, DELTA DENTAL OF MICHIGAN follow.

Renewals concentrate on January 1: 56% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.

Carriers in the book

Contracts in the book, by the carrier that writes them. Largest first.

CarrierContracts
Contracts by employer state

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

StateContracts
Lines of coverage

Contracts by line.

health 47 · vision 22 · dental 11 · life 7 · disability 7 · stop-loss 1

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
MOBIS NORTH AMERICA, LLCTOLEDO, OHADRIAN, MIBLUE CROSS BLUE SHIELD OF MICHIGANJun 1FY2025
MOBIS NORTH AMERICA, LLCTOLEDO, OHADRIAN, MIBLUE CROSS BLUE SHIELD OF MICHIGANJun 1FY2025
KMG PRESTIGE, INC.MOUNT PLEASANT, MIADRIAN, MIBLUE CARE NETWORK OF MICHIGANJan 1FY2025
OPUS IVSDEXTER, MIADRIAN, MIBLUE CROSS BLUE SHIELD OF MICHIGANJan 1FY2025
MOTOR CITY STAMPING, INC.CHESTERFIELD, MIADRIAN, MIBLUE CARE NETWORK OF MICHIGANSep 1FY2025
Subscriber access
39

more employers in KAPNICK AND 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 year 2025 on this page)