The Lead Agency LLC
Norton Shores, MI
The Lead Agency LLC of Norton Shores, MI is the broker of record on 16 Form 5500 Schedule A filings covering 9 employer benefit plans, with $176,363 in reported broker commissions (plan year 2025).
Quick answer
The Lead Agency LLC (Norton Shores, MI) is the broker of record for 9 employer benefit plan sponsors on 16 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does The Lead Agency LLC have?
- The Lead Agency LLC is named as broker on Form 5500 Schedule A filings for 9 distinct plan sponsors.
- Who are The Lead Agency LLC's largest employer clients?
- By plan participants, the largest include Grand Traverse Resort And Spa (295 participants), Hometown Pharmacy (289 participants) and Muskegon Surgical Associates, P.C. (186 participants).
- How much does The Lead Agency LLC earn in commissions?
- Insurers reported $176,363 in broker commissions and $3,059 in fees paid to The Lead Agency LLC for plan year 2025, per Schedule A Part 1.
- Where is The Lead Agency LLC located?
- The Lead Agency LLC is based in Norton Shores, MI.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming The Lead Agency LLC 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 |
|---|---|---|---|
| Grand Traverse Resort And Spa | MI | 295 | 2025-12-31 |
| Hometown Pharmacy | MI | 289 | 2025-12-31 |
| Muskegon Surgical Associates, P.C. | MI | 186 | 2025-12-31 |
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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.