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Sponsor portfolio

WHALEY CHILDREN'S CENTER INC.

EIN 38-1358235-non-profit organization management-Latest filing 2025
Plans
3
Retirement
2
$490K assets
Welfare
1
$539K premiums
Participants
327
1201 NORTH GRAND TRAVERSE STREET - FLINT, MI 48503810-234-3603whaleychildren.orgLinkedIn51-200 employeesnon-profit organization management
Plans on this EIN
3 filings
#002403b-$301K - 94 part#001401k-$190K - 98 part#501Fully Insured-$539K - 152 lives

Retirement portfolio analytics

2 plans aggregated / $490K assets / 192 participants

Assets by plan

Share of aggregate retirement assets

61%top
  • CHILDREN'S CENTER 403(B) (#002)61%
  • SHELTERED ANNUITY PLAN (#001)39%
Total $490KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SHELTERED ANNUITY PLAN (#001)98
  • CHILDREN'S CENTER 403(B) (#002)94
Total 192Click row to drill in

Benefits portfolio analytics

1 plan / $539K premiums / 152 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$434K
  • Prescription drug$434K
  • Other$60K
  • Life$44K
  • Short-term disability$44K
  • Long-term disability$44K
  • +2 more
Total $539K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
72%top
  • HEALTH ALLIANCE PLAN72%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA11%
  • ALLIANCE HEALTH AND LIFE INSURANCE COMPANY9%
  • STARMOUNT LIFE INSURANCE COMPANY6%
  • EYEMED VISION CARE2%
Total $539K5 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • BROWN & BROWN INSURANCE SERVICES100%
  • STRATEGIC NON-MEDICAL SOLUTIONS LLC0%
Total $36K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

WHALEY CHILDREN'S CENTER 403(B) PLAN

403b

Assets$301K
Participants94
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

WHALEY CHILDREN'S CENTER 403(B)/ERISA TAX SHELTERED ANNUITY PLAN

401k

Assets$190K
Participants98
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WHALEY CHILDRENS CENTER INC EMPLOYEE BENEFITS PLAN

Fully Insured - HEALTH ALLIANCE PLAN

Premiums$539K
Covered lives152
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002WHALEY CHILDREN'S CENTER 403(B) PLAN403b$301K942024
001WHALEY CHILDREN'S CENTER 403(B)/ERISA TAX SHELTERED ANNUITY PLAN401k$190K982024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WHALEY CHILDRENS CENTER INC EMPLOYEE BENEFITS PLANFully InsuredHEALTH ALLIANCE PLAN$539K1522025
Retirement plans
Welfare plans
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