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Sponsor portfolioTH

THE DART BANK

EIN 38-0464116-financial services-Latest filing 2025
Plans
2
Retirement
1
$31.0M assets
Welfare
1
$5.3M premiums
Participants
703
368 S PARK, PO BOX 40 - MASON, MI 48854517-244-4407dartbank.comLinkedIn201-500 employeesfinancial services
Plans on this EIN
2 filings
#001ESOP-$31.0M - 335 part#501Fully Insured-$5.3M - 710 lives

Benefits portfolio analytics

1 plan / $5.3M premiums / 710 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.7M
  • Prescription drug$4.7M
  • Dental$258K
  • Short-term disability$163K
  • Other$156K
  • Long-term disability$119K
  • +2 more
Total $5.3M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
53%top
  • BLUE CROSS OF CALIFORNIA53%
  • BLUE CARE NETWORK OF MICHIGAN35%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA6%
  • DELTA DENTAL OF CALIFORNIA5%
  • VISION SERVICE PLAN1%
Total $5.3M5 slices

Broker market share

Schedule A broker compensation

Split broker
83%top
  • ERIC BROGAN83%
  • ERIC J BROGAN13%
  • GREGORY BROGAN3%
  • BROGAN INSURANCE1%
Total $203K4 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

DART BANK 401(K) EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$31.0M
Participants335
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE DART BANK GROUP INSURANCE PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF MICHIGAN

Premiums$5.3M
Covered lives710
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001DART BANK 401(K) EMPLOYEE STOCK OWNERSHIP PLANESOP$31.0M3352024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE DART BANK GROUP INSURANCE PLANFully InsuredBLUE CROSS BLUE SHIELD OF MICHIGAN$5.3M7102025
Retirement plans
Welfare plans
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