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Sponsor portfolio

XANEDU DBA EDUCATION ELEMENTS

EIN 27-0760968-Latest filing 2025
Plans
4
Retirement
1
$17.0M assets
Welfare
3
$1.5M premiums
Participants
564
4750 VENTURE DRIVE, SUITE 400 - ANN ARBOR, MI 48108734-356-8002
Plans on this EIN
4 filings
#001401k-$17.0M - 194 part#501Fully Insured-$1.3M - 144 lives#504Mixed-$116K - 79 lives#503Fully Insured-$89K - 146 lives

Benefits portfolio analytics

3 plans / $1.5M premiums / 369 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.3M
  • Vision$1.3M
  • Prescription drug$1.3M
  • Life$116K
  • Short-term disability$116K
  • Long-term disability$116K
  • +2 more
Total $1.5M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • BLUE CROSS OF CALIFORNIA86%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA8%
  • DELTA DENTAL OF CALIFORNIA6%
Total $1.5M3 slices

Broker market share

Schedule A broker compensation

Split broker
47%top
  • BENJAMIN CLEVENGER47%
  • USI INSURANCE SERVICES LLC35%
  • MICHAEL DAVIS9%
  • GALLAGHER BENEFIT SERVICES, INC.8%
Total $68K4 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

XANEDU PUBLISHING RETIREMENT PLAN

401k

Assets$17.0M
Participants194
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

XANEDU HOLDINGS, LLC HEALTH AND WELFARE PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF MICHIGAN

Premiums$1.3M
Covered lives144
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

XANEDU HOLDINGS, LLC LIFE AND DISABILITY PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$116K
Covered lives79
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

XANEDU HOLDINGS, LLC DENTAL PLAN

Fully Insured - DELTA DENTAL OF MICHIGAN

Premiums$89K
Covered lives146
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001XANEDU PUBLISHING RETIREMENT PLAN401k$17.0M1942024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
501XANEDU HOLDINGS, LLC HEALTH AND WELFARE PLANFully InsuredBLUE CROSS BLUE SHIELD OF MICHIGAN$1.3M1442025
504XANEDU HOLDINGS, LLC LIFE AND DISABILITY PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$116K792025
503XANEDU HOLDINGS, LLC DENTAL PLANFully InsuredDELTA DENTAL OF MICHIGAN$89K1462025
Retirement plans
Welfare plans
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