Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$6.2M
- Prescription drug$6.2M
- Other$469K
- Life$350K
- Dental$316K
- Short-term disability$224K
- +2 more
Sponsor portfolio
CLASS VALUATION, LLC
EIN 32-0285326real estateLatest filing 2025
Plans
2
Retirement
1
$18.0M assets
Welfare
1
$7.1M premiums
Participants
1,323
2600 BELLINGHAM DRIVE, SUITE 100 - TROY, MI 48083248-955-9580classvaluation.comLinkedIn201-500 employeesreal estate
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $7.1M premiums / 935 covered livesCarrier market share
Premium dollars by Schedule A carrier
87%top
- BLUE CROSS OF CALIFORNIA87%
- UNUM LIFE INSURANCE COMPANY OF AMERICA7%
- DELTA DENTAL OF CALIFORNIA4%
- EYEMED VISION CARE1%
- PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD0%
Broker market share
Schedule A broker compensation
56%top
- MARSH & MCLENNAN AGENCY LLC56%
- CHRISTOPHER M BOUSCHET26%
- REBECCA A MCLAUGHLAN17%
- TRACY KATZ LLC1%
- KAUFMAN INSURANCE & FINANCIAL GROUP0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CLASS VALUATION, LLC 401(K) PLAN
401k
Assets$18.0M
Participants706
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CLASS VALUATION HEALTH AND WELFARE PLAN
Fully Insured - BLUE CROSS BLUE SHIELD OF MICHIGAN
Premiums$7.1M
Covered lives935
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CLASS VALUATION, LLC 401(K) PLAN | 401k | $18.0M | 706 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CLASS VALUATION HEALTH AND WELFARE PLAN | Fully Insured | BLUE CROSS BLUE SHIELD OF MICHIGAN | $7.1M | 935 | 2025 |
Retirement plans
Welfare plans