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Benefits Intelligence/Broker Directory/Michigan

Cambridge Financial

Troy, MI

Cambridge Financial of Troy, MI is the broker of record on 86 Form 5500 Schedule A filings covering 32 employer benefit plans, with $643,366 in reported broker commissions (plan year 2021).

Employer clients
32
distinct plan sponsors
Schedule A filings
86
States served
1
Reported commissions
$643,366
plan year 2021
Reported fees
$291,036

Employer clients

Plan sponsors naming Cambridge Financial 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
Garber Management Group, Inc.MI5172014-12-31
Mckechnie Vehicle Components UsaMI4502018-12-31
Workforce SoftwareMI3622015-12-31
29 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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 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.