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Sponsor portfolio

THE DM BURR GROUP

EIN 20-0217227-facilities services-Latest filing 2025
Plans
2
Retirement
1
$1.3M assets
Welfare
1
$1.7M premiums
Participants
1,457
4252 HOLIDAY DRIVE - FLINT, MI 48507888-533-4600dmburrfacilities.comLinkedIn501-1000 employeesfacilities services
Plans on this EIN
2 filings
#001401k-$1.3M - 732 part#501Fully Insured-$1.7M - 219 lives

Benefits portfolio analytics

1 plan / $1.7M premiums / 219 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.5M
  • Prescription drug$1.5M
  • Dental$175K
  • Vision$175K
  • Life$175K
  • Short-term disability$175K
  • +2 more
Total $1.7M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • PRIORITY HEALTH89%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA11%
Total $1.7M2 slices

Broker market share

Schedule A broker compensation

Split broker
57%top
  • DILORENZO, MICHAEL J57%
  • MICHIGAN PLANNERS, INC.33%
  • BENEFIT PROFILES INC11%
Total $88K3 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

THE DM BURR GROUP 401(K) PLAN

401k

Assets$1.3M
Participants732
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

DM BURR EMPLOYEE BENEFITS

Fully Insured - PRIORITY HEALTH

Premiums$1.7M
Covered lives219
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE DM BURR GROUP 401(K) PLAN401k$1.3M7322024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501DM BURR EMPLOYEE BENEFITSFully InsuredPRIORITY HEALTH$1.7M2192025
Retirement plans
Welfare plans
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