Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.2M
- Prescription drug$1.2M
- Stop-loss$1.2M
- Dental$369K
- Other$365K
- Life$357K
- +3 more
Sponsor portfolio
ETNA SHARED SERVICES, LLC
EIN 20-1951356Wholesale TradeLatest filing 2025
Plans
2
Retirement
1
$49.6M assets
Welfare
1
$2.0M premiums
Participants
1,274
4901 CLAY AVENUE SW - GRAND RAPIDS, MI 495483074616-241-5414
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.0M premiums / 975 covered livesCarrier market share
Premium dollars by Schedule A carrier
60%top
- BLUE CROSS OF CALIFORNIA60%
- DELTA DENTAL OF CALIFORNIA19%
- SUN LIFE ASSURANCE COMPANY OF CANADA18%
- VISION SERVICE PLAN2%
- UNUM LIFE INSURANCE COMPANY OF AMERICA0%
Broker market share
Schedule A broker compensation
42%top
- WESLEY SPENCER42%
- MARC J LASCESKI28%
- THE JAMES B OSWALD COMPANY16%
- SYMPL BENEFITS INSURANCE AGENCY6%
- LOXLEY GROUP, LLC4%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ETNA SHARED SERVICES 401(K) & PROFIT SHARING PLAN
401k
Assets$49.6M
Participants680
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
ETNA SHARED SERVICES WELFARE PLAN
Mewa - BLUE CROSS BLUE SHIELD OF MICHIGAN
Premiums$2.0M
Covered lives975
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ETNA SHARED SERVICES 401(K) & PROFIT SHARING PLAN | 401k | $49.6M | 680 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | ETNA SHARED SERVICES WELFARE PLAN | Mewa | BLUE CROSS BLUE SHIELD OF MICHIGAN | $2.0M | 975 | 2025 |
Retirement plans
Welfare plans