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Sponsor portfolio

PEAK MANAGEMENT LLC

EIN 20-2547143-real estate-Latest filing 2025
Plans
2
Retirement
1
$3.1M assets
Welfare
1
$1.4M premiums
Participants
307
130 E. 9 MILE RD, SUITE 200 - FERNDALE, MI 48220248-291-5615peak-management.comLinkedIn51-200 employeesreal estate
Plans on this EIN
2 filings
#001401k-$3.1M - 153 part#510Fully Insured-$1.4M - 188 lives

Benefits portfolio analytics

1 plan / $1.4M premiums / 188 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.2M
  • Prescription drug$1.2M
  • Dental$93K
  • Vision$93K
  • Life$26K
  • Other$25K
  • +1 more
Total $1.4M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
80%top
  • BLUE CARE NETWORK OF MICHIGAN80%
  • BLUE CROSS OF CALIFORNIA9%
  • STARMOUNT LIFE INSURANCE COMPANY7%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA4%
Total $1.4M4 slices

Broker market share

Schedule A broker compensation

Split broker
63%top
  • FRANK J MAYER63%
  • CORNERSTONE BENEFITS LLC25%
  • CENTRO BENEFITS RESEARCH LLC10%
  • INSURANCE CONSULTING ASSOCIATES LLC2%
Total $74K4 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

PEAK MANAGMENT LLC 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$3.1M
Participants153
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

PEAK MANAGEMENT WRAP PLAN

Fully Insured - BLUE CARE NETWORK OF MICHIGAN

Premiums$1.4M
Covered lives188
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PEAK MANAGMENT LLC 401(K) PROFIT SHARING PLAN & TRUST401k$3.1M1532024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
510PEAK MANAGEMENT WRAP PLANFully InsuredBLUE CARE NETWORK OF MICHIGAN$1.4M1882025
Retirement plans
Welfare plans
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