PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. EOS WORLDWIDE, LLC
Sponsor portfolio

EOS WORLDWIDE, LLC

EIN 32-0571547-professional training & coaching-Latest filing 2025
Plans
2
Retirement
1
$3.0M assets
Welfare
1
$879K premiums
Participants
167
2254 COLE ST., SUITE 130 - BIRMINGHAM, MI 48009877-367-1877eosworldwide.comLinkedIn51-200 employeesprofessional training & coaching
Plans on this EIN
2 filings
#001401k-$3.0M - 73 part#501Fully Insured-$879K - 129 lives

Benefits portfolio analytics

1 plan / $879K premiums / 129 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$879K
  • Vision$879K
  • Health$750K
  • Prescription drug$750K
  • Life$129K
  • Short-term disability$129K
  • +2 more
Total $879K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • BLUE CROSS OF CALIFORNIA85%
  • PRINCIPAL LIFE INSURANCE COMPANY15%
Total $879K2 slices

Broker market share

Schedule A broker compensation

Split broker
54%top
  • BENNIE INSURANCE, LLC54%
  • PROFESSIONAL GROUP PLANS INC25%
  • ACTION BENEFITS COMPANY21%
Total $24K3 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

EOS WORLDWIDE, LLC 401(K) PLAN

401k

Assets$3.0M
Participants73
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

EOS WORLDWIDE, LLC HEALTH & WELFARE PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF MICHIGAN

Premiums$879K
Covered lives129
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001EOS WORLDWIDE, LLC 401(K) PLAN401k$3.0M732025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501EOS WORLDWIDE, LLC HEALTH & WELFARE PLANFully InsuredBLUE CROSS BLUE SHIELD OF MICHIGAN$879K1292024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica