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Sponsor portfolio

SWEET EXPRESS, LLC

EIN 20-0528673-transportation/trucking/railroad-Latest filing 2025
Plans
2
Retirement
1
$1.8M assets
Welfare
1
$1.3M premiums
Participants
793
3050 BRETON ROAD SE - GRAND RAPIDS, MI 49512616-241-9200sweetexpressllc.comLinkedIn201-500 employeestransportation/trucking/railroad
Plans on this EIN
2 filings
#001401k-$1.8M - 469 part#507Fully Insured-$1.3M - 349 lives

Benefits portfolio analytics

1 plan / $1.3M premiums / 349 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.1M
  • Prescription drug$1.1M
  • Dental$81K
  • Life$66K
  • Other$66K
  • Short-term disability$17K
  • +1 more
Total $1.3M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
83%top
  • PRIORITY HEALTH83%
  • DELTA DENTAL OF CALIFORNIA6%
  • VAULT ADMIN SERVICES5%
  • STANDARD INSURANCE COMPANY4%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA1%
  • +1 more
Total $1.3M6 slices

Broker market share

Schedule A broker compensation

Split broker
38%top
  • MCLAUGHLAN, REBECCA38%
  • MARSH & MCLENNAN AGENCY LLC28%
  • BOUSCHET, CHRISTOPHER25%
  • JEREMY SAMPSEL3%
  • DIANNA LYNN ATCHISON2%
  • +3 more
Total $51K8 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

SWEET COMPANIES' RETIREMENT PLAN

401k

Assets$1.8M
Participants469
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#507

SWEET EXPRESS, LLC WELFARE BENEFIT PLAN

Fully Insured - PRIORITY HEALTH

Premiums$1.3M
Covered lives349
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SWEET COMPANIES' RETIREMENT PLAN401k$1.8M4692024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
507SWEET EXPRESS, LLC WELFARE BENEFIT PLANFully InsuredPRIORITY HEALTH$1.3M3492025
Retirement plans
Welfare plans
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