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  2. WALSTROM MARINE, INC.
Sponsor portfolioTH

WALSTROM MARINE, INC.

EIN 38-1240624-recreational facilities and services-Latest filing 2025
Plans
4
Retirement
2
$9.8M assets
Welfare
2
$1.3M premiums
Participants
409
501 EAST BAY STREET - HARBOR SPRINGS, MI 49740231-526-2141walstrom.comLinkedIn51-200 employeesrecreational facilities and services
Plans on this EIN
4 filings
#001401k-$7.7M - 171 part#002ProfitSharing-$2.1M - 47 part#501Fully Insured-$1.2M - 110 lives#502Fully Insured-$137K - 263 lives

Retirement portfolio analytics

2 plans aggregated / $9.8M assets / 218 participants

Assets by plan

Share of aggregate retirement assets

79%top
  • EMPLOYEES INVESTMENT PLAN (#001)79%
  • PROFIT SHARING PLAN (#002)21%
Total $9.8MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
79%top
  • GREENLEAF TRUST79%
  • (Not disclosed)21%
Total $9.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEES INVESTMENT PLAN (#001)171
  • PROFIT SHARING PLAN (#002)47
Total 218Click row to drill in

Benefits portfolio analytics

2 plans / $1.3M premiums / 373 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.2M
  • Prescription drug$1.2M
  • Dental$137K
  • Vision$137K
  • Life$137K
  • Short-term disability$137K
  • +1 more
Total $1.3M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
51%top
  • BLUE CARE NETWORK OF MICHIGAN51%
  • BLUE CROSS OF CALIFORNIA39%
  • METROPOLITAN LIFE INSURANCE COMPANY10%
Total $1.3M3 slices

Broker market share

Schedule A broker compensation

Split broker
37%top
  • JULIE TINGLEY37%
  • GALLAGHER BENEFIT SERVICES, INC.26%
  • LEONARD A. BRUCATO24%
  • MMA SERVICE CORP13%
Total $53K4 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

WALSTROM MARINE, LLC EMPLOYEES INVESTMENT PLAN

401k

Assets$7.7M
Participants171
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

WALSTROM MARINE, INC. PROFIT SHARING PLAN

ProfitSharing

Assets$2.1M
Participants47
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WALSTROM MARINE MEDICAL PLAN

Fully Insured - BLUE CARE NETWORK OF MICHIGAN

Premiums$1.2M
Covered lives110
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

WALSTROM MARINE DENTAL, VISION, LIFE AND DISABILITY PLAN

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$137K
Covered lives263
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001WALSTROM MARINE, LLC EMPLOYEES INVESTMENT PLAN401k$7.7M1712025
002WALSTROM MARINE, INC. PROFIT SHARING PLANProfitSharing$2.1M472025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WALSTROM MARINE MEDICAL PLANFully InsuredBLUE CARE NETWORK OF MICHIGAN$1.2M1102025
502WALSTROM MARINE DENTAL, VISION, LIFE AND DISABILITY PLANFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$137K2632025
Retirement plans
Welfare plans
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