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  2. SHIVELY BROTHERS INC.
Sponsor portfolio

SHIVELY BROTHERS INC.

EIN 38-1334301-automotive-Latest filing 2025
Plans
3
Retirement
2
$41.3M assets
Welfare
1
$3.5M premiums
Participants
1,090
P O BOX 1520 - FLINT, MI 485011520810-232-7401shivelybros.comLinkedIn201-500 employeesautomotive
Plans on this EIN
3 filings
#001ESOP-$33.4M - 339 part#003401k-$7.9M - 281 part#502Fully Insured-$3.5M - 470 lives

Retirement portfolio analytics

2 plans aggregated / $41.3M assets / 620 participants

Assets by plan

Share of aggregate retirement assets

81%top
  • PLAN AND TRUST (#001)81%
  • PROFIT SHARING PLAN (#003)19%
Total $41.3MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
81%top
  • (Not disclosed)81%
  • ALERUS FINANCIAL, N.A.19%
Total $41.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#001)339
  • PROFIT SHARING PLAN (#003)281
Total 620Click row to drill in

Benefits portfolio analytics

1 plan / $3.5M premiums / 470 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.2M
  • Prescription drug$3.0M
  • Long-term disability$286K
  • Vision$277K
  • Life$277K
  • Short-term disability$277K
  • +2 more
Total $3.5M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
58%top
  • BLUE CROSS OF CALIFORNIA58%
  • BLUE CARE NETWORK OF MICHIGAN28%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY8%
  • DELTA DENTAL OF CALIFORNIA6%
  • NORTHWESTERN MUTUAL0%
Total $3.5M5 slices

Broker market share

Schedule A broker compensation

Split broker
57%top
  • AMANDA LYNN FORD57%
  • WILSHIRE BENEFITS GROUP INC40%
  • MICAH S WIDDER2%
  • DAVID N SOKOL1%
  • MIRABELLA FNCL GRP LLC0%
Total $184K5 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

SHIVELY BROS., INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

ESOP

Assets$33.4M
Participants339
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

SHIVELY BROS., INC. PROFIT SHARING PLAN

401k

Assets$7.9M
Participants281
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

SHIVELY BROTHERS INC CAFETERIA PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF MICHIGAN

Premiums$3.5M
Covered lives470
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001SHIVELY BROS., INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUSTESOP$33.4M3392024
003SHIVELY BROS., INC. PROFIT SHARING PLAN401k$7.9M2812024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502SHIVELY BROTHERS INC CAFETERIA PLANFully InsuredBLUE CROSS BLUE SHIELD OF MICHIGAN$3.5M4702025
Retirement plans
Welfare plans
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