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
- +1 more
Sponsor portfolio
CAMELOT VENTURE GROUP, LLC
EIN 26-3390928financial servicesLatest filing 2025
Plans
2
Retirement
1
$9.0M assets
Welfare
1
$1.7M premiums
Participants
530
40230 GRAND RIVER AVE., SUITE 200 - NOVI, MI 48375248-741-5290camelotvg.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.7M premiums / 259 covered livesCarrier market share
Premium dollars by Schedule A carrier
90%top
- BLUE CROSS OF CALIFORNIA90%
- EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA10%
Broker market share
Schedule A broker compensation
80%top
- NFP INSURANCE SERVICES INC80%
- PROFESSIONAL PENSIONS INC20%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CAMELOT VENTURE GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$9.0M
Participants238
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CAMELOT VENTURE GROUP WRAP BENEFIT PLAN
Fully Insured - BLUE CROSS BLUE SHIELD OF MICHIGAN
Premiums$1.7M
Covered lives259
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CAMELOT VENTURE GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $9.0M | 238 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CAMELOT VENTURE GROUP WRAP BENEFIT PLAN | Fully Insured | BLUE CROSS BLUE SHIELD OF MICHIGAN | $1.7M | 259 | 2025 |
Retirement plans
Welfare plans