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Benefits Intelligence/Broker Directory/Michigan

Business Planning Associates, Inc.

Grand Rapids, MI

Business Planning Associates, Inc. of Grand Rapids, MI is the broker of record on 84 Form 5500 Schedule A filings covering 25 employer benefit plans, with $15,084 in reported broker commissions (plan year 2014).

Employer clients
25
distinct plan sponsors
Schedule A filings
84
States served
1
Reported commissions
$15,084
plan year 2014
Reported fees
$22,565

Employer clients

Plan sponsors naming Business Planning Associates, Inc. on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.

EmployerStateParticipantsPlan year end
Grand Family PersonnelMI1202013-12-31
Spec Tool CompanyMI782013-06-30
Beacon Hill At EastgateMI762012-03-31
22 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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Every US employer benefit plan with its broker of record, reported commissions, participant count and renewal month, read from the most recent Form 5500 Schedule A and joined to funding rounds, executive hires and layoff notices.

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Form 5500 Schedule A Part 1 (broker of record), 2024 to 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.