Fundz
Fundz
Benefits Intelligence/Broker Directory/Michigan

Kapnick & Company, Inc.

Adrian, MI

Kapnick & Company, Inc. of Adrian, MI is the broker of record on 189 Form 5500 Schedule A filings covering 107 employer benefit plans across 7 states, with $6,154,247 in reported broker commissions (plan year 2025).

Employer clients
107
distinct plan sponsors
Schedule A filings
189
States served
7
Reported commissions
$6,154,247
plan year 2025
Reported fees
$1,345,290

Quick answer

Kapnick & Company, Inc. (Adrian, MI) is the broker of record for 107 employer benefit plan sponsors on 189 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Kapnick & Company, Inc. have?
Kapnick & Company, Inc. is named as broker on Form 5500 Schedule A filings for 107 distinct plan sponsors in 7 states.
Who are Kapnick & Company, Inc.'s largest employer clients?
By plan participants, the largest include Penske Automotive Group, Inc. (6,553 participants), Alro Steel Corporation (3,238 participants) and Kalitta Air, LLC (3,201 participants).
How much does Kapnick & Company, Inc. earn in commissions?
Insurers reported $6.2 million in broker commissions and $1.3 million in fees paid to Kapnick & Company, Inc. for plan year 2025, per Schedule A Part 1.
Where is Kapnick & Company, Inc. located?
Kapnick & Company, Inc. is based in Adrian, MI and has employer clients in 7 states.
How does Kapnick & Company, Inc. rank among benefits brokers in Michigan?
Kapnick & Company, Inc. ranks #7 by employer clients among the 50 most active benefits brokers based in Michigan.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Kapnick & Company, 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
Penske Automotive Group, Inc.MI6,5532025-12-31
Alro Steel CorporationMI3,2382025-05-31
Kalitta Air, LLCMI3,2012025-06-30
104 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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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.