Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.0M
- Prescription drug$1.0M
- Dental$53K
- Life$23K
- Other$23K
- Vision$17K
Sponsor portfolio
CLIENT FINANCIAL SERVICES OF MICHIGAN, LLC
EIN 37-1517313financial servicesLatest filing 2025
Plans
2
Retirement
1
$2.1M assets
Welfare
1
$1.1M premiums
Participants
267
209 SOUTH ALLOY DRIVE - FENTON, MI 48430810-223-0286cfsmi.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.1M premiums / 157 covered livesCarrier market share
Premium dollars by Schedule A carrier
75%top
- BLUE CARE NETWORK OF MICHIGAN75%
- BLUE CROSS OF CALIFORNIA17%
- DELTA DENTAL OF CALIFORNIA5%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA2%
- VISION SERVICE PLAN2%
Broker market share
Schedule A broker compensation
82%top
- PAUL M SNIDER82%
- NFP INSURANCE SERVICES INC18%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CLIENT FINANCIAL SERVICES OF MICHIGAN LLC 401(K) PROFIT SHARING PLAN
401k
Assets$2.1M
Participants128
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CLIENT FINANCIAL SERVICES OF MICHIGAN LLC WELFARE BENEFIT PLAN
Fully Insured - BLUE CARE NETWORK OF MICHIGAN
Premiums$1.1M
Covered lives157
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CLIENT FINANCIAL SERVICES OF MICHIGAN LLC 401(K) PROFIT SHARING PLAN | 401k | $2.1M | 128 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CLIENT FINANCIAL SERVICES OF MICHIGAN LLC WELFARE BENEFIT PLAN | Fully Insured | BLUE CARE NETWORK OF MICHIGAN | $1.1M | 157 | 2025 |
Retirement plans
Welfare plans