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Sponsor portfolio

BERGSTROM OPERATING COMPANY, INC.

EIN 06-1730468-Latest filing 2025
Plans
2
Retirement
1
$6.1M assets
Welfare
1
$395K premiums
Participants
425
24565 HALLWOOD COURT - FARMINGTON HILLS, MI 48335248-644-7810
Plans on this EIN
2 filings
#001401k-$6.1M - 250 part#502Fully Insured-$395K - 263 lives

Benefits portfolio analytics

1 plan / $395K premiums / 263 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$204K
  • Dental$74K
  • Long-term disability$42K
  • Short-term disability$34K
  • Life$33K
  • Other$33K
  • +1 more
Total $395K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
52%top
  • PRIORITY HEALTH52%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY27%
  • METROPOLITAN LIFE INSURANCE COMPANY19%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY2%
Total $395K4 slices

Broker market share

Schedule A broker compensation

Split broker
62%top
  • HUB INTERNATIONAL MIDWEST LIMITED62%
  • BRENDS HENDRICKS STUIT INS AGENCY I23%
  • MMA SERVICE CORP11%
  • NFP INSURANCE SERVICES INC5%
Total $33K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

THORNTON & GROOMS RETIREMENT PLAN

401k

Assets$6.1M
Participants250
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

BERGSTROM OPERATING COMPANY, INC. EMPLOYEE BENEFITS PLAN

Fully Insured - PRIORITY HEALTH INSURANCE COMPANY

Premiums$395K
Covered lives263
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THORNTON & GROOMS RETIREMENT PLAN401k$6.1M2502024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502BERGSTROM OPERATING COMPANY, INC. EMPLOYEE BENEFITS PLANFully InsuredPRIORITY HEALTH INSURANCE COMPANY$395K2632025
Retirement plans
Welfare plans
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