Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.4M
- Dental$2.4M
- Vision$2.4M
- Life$105K
- Other$105K
Sponsor portfolio
ST. ANN CORPORATION
EIN 27-0628658Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
1
$681K assets
Welfare
1
$2.6M premiums
Participants
23
3191 LOGAN VALLEY ROAD - TRAVERSE CITY, MI 49684231-929-7827
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.6M premiums / 345 covered livesCarrier market share
Premium dollars by Schedule A carrier
96%top
- AETNA LIFE INSURANCE COMPANY96%
- HARTFORD LIFE AND ACCIDENT4%
Broker market share
Schedule A broker compensation
74%top
- ACRISURE LLC74%
- PENBEN FINANCIAL SERVICES INC. DBA17%
- GROUP BENEFITS LTD10%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ST. ANN CORPORATION PROFIT SHARING PLAN
ProfitSharing
Assets$681K
Participants23
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ST ANN CORPORATION HEALTH AND WELFARE PLAN
Fully Insured - AETNA LIFE INSURANCE CO.
Premiums$2.6M
Covered lives345
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ST. ANN CORPORATION PROFIT SHARING PLAN | ProfitSharing | $681K | 23 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ST ANN CORPORATION HEALTH AND WELFARE PLAN | Fully Insured | AETNA LIFE INSURANCE CO. | $2.6M | 345 | 2024 |
Retirement plans
Welfare plans