Sponsor portfolioTH

UNITED WAY FOR SOUTHEASTERN MICHIGAN

EIN 20-3099071non-profit organization managementLatest filing 2025

Plans

Retirement

$11.3M assets

Welfare

$2.5M premiums

Participants

437

3011 W GRAND BLVD, SUITE 500 - DETROIT, MI 48202313-226-9200unitedwaysem.orgLinkedIn51-200 employeesnon-profit organization management

Plans on this EIN

2 filings

#005403b-$11.3M - 271 part #506Fully Insured-$2.5M - 288 lives

Benefits portfolio analytics

1 plan / $2.5M premiums / 288 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

Health$1.9M
Prescription drug$1.9M
Vision$928K
Other$390K
Life$359K
Short-term disability$342K
+2 more

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor

41%top

BLUE CARE NETWORK OF MICHIGAN41%
BLUE CROSS OF CALIFORNIA38%
UNUM LIFE INSURANCE COMPANY OF AMERICA15%
DELTA DENTAL OF CALIFORNIA5%
FIRST STOP HEALTH0%
+2 more

Broker market share

Schedule A broker compensation

Split broker

67%top

MARSH & MCLENNAN AGENCY LLC67%
CHRISTOPHER M BOUSCHET26%
REBECCA A MCLAUGHLAN20%
PETRILL AND ASSOCIATES LLC0%
PROPER CARE0%
+1 more

Plan deep-dives

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

Retirement#005

403(B) THRIFT PLAN FOR UNITED WAY FOR SOUTHEASTERN MICHIGAN

403b

Assets$11.3M

Participants271

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Welfare#506