Barclay Planning Group
Rochester, MI
Barclay Planning Group of Rochester, MI is the broker of record on 14 Form 5500 Schedule A filings covering 14 employer benefit plans across 4 states, with $51,027 in reported broker commissions (plan year 2024).
Employer clients
Plan sponsors naming Barclay Planning Group on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| Dynamic Human Resources, Inc. | MI | 3,252 | 2024-12-31 |
| Eagle Mine LLC | MI | 369 | 2024-12-31 |
| Michigan Surgery Specialists, P.C. | MI | 192 | 2024-12-31 |
Know who holds the account, and when it renews.
Every US employer benefit plan with its broker of record, reported commissions, participant count and renewal date — from Form 5500 Schedule A, joined to funding rounds, executive hires and layoff notices.
Other benefits brokers in Michigan
Form 5500 Schedule A Part 1 (broker of record), 2024–2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.