Assets by plan
Share of aggregate retirement assets
- PLAN AND TRUST (#001)$40.6M
Filings through .
Shively Brothers, Inc.
EIN 38-1334301automotiveLatest filing 2025
Plans
3
Retirement
2
$49.4M assets
Health & Benefits
1
$3.5M premiums
Participants
1,109
2919 S. GRAND TRAVERSE, PO BOX 1520 - FLINT, MI 485011520810-232-7401shivelybros.comLinkedIn201-500 employeesautomotive
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $49.4M assets / 639 participants
Participants by plan
Active + retired + deferred vested
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
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
SHIVELY BROS., INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST
ESOP
Assets$40.6M
Participants344
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
SHIVELY BROS., INC. PROFIT SHARING PLAN
401(k)
Assets$8.8M
Participants295
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502
SHIVELY BROTHERS INC CAFETERIA PLAN
Fully insured - BLUE CROSS BLUE SHIELD OF MICHIGAN
Premiums$3.5M
Covered lives470
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | SHIVELY BROS., INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST | ESOP | $40.6M | 344 | 2025 |
| #003 | SHIVELY BROS., INC. PROFIT SHARING PLAN | 401(k) | $8.8M | 295 | 2025 |
- #001 · ESOP · 2025344
- #003 · 401(k) · 2025295
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #502 | SHIVELY BROTHERS INC CAFETERIA PLAN | Fully insured | BLUE CROSS BLUE SHIELD OF MICHIGAN | $3.5M | 470 | 2025 |
- #502 · Fully insured · BLUE CROSS BLUE SHIELD OF MICHIGAN · 2025470
Retirement plans
Health & Benefits plans