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Sponsor portfolio

OAKLAND FAMILY SERVICES

EIN 38-1358388-individual & family services-Latest filing 2025
Plans
2
Retirement
1
$3.3M assets
Welfare
1
$1.4M premiums
Participants
352
114 ORCHARD LAKE ROAD - PONTIAC, MI 48341248-858-7766oaklandfamilyservices.orgLinkedIn51-200 employeesindividual & family services
Plans on this EIN
2 filings
#003OtherDC-$3.3M - 229 part#501Fully Insured-$1.4M - 212 lives

Benefits portfolio analytics

1 plan / $1.4M premiums / 212 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.3M
  • Prescription drug$1.3M
  • Short-term disability$563K
  • Long-term disability$563K
  • Dental$142K
  • Life$142K
  • +2 more
Total $1.4M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
60%top
  • BLUE CARE NETWORK OF MICHIGAN60%
  • BLUE CROSS OF CALIFORNIA29%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY10%
  • EYEMED VISION CARE1%
Total $1.4M4 slices

Broker market share

Schedule A broker compensation

Split broker
72%top
  • PATRICK D DALTON72%
  • HUB INTERNATIONAL MIDWEST LIMITED26%
  • NFP INSURANCE SERVICES INC1%
Total $85K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

403(B) THRIFT PLAN OF OAKLAND FAMILY SERVICES

OtherDC

Assets$3.3M
Participants229
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

OAKLAND FAMILY SERVICES GROUP INSURANCE PLAN

Fully Insured - BLUE CARE NETWORK OF MICHIGAN

Premiums$1.4M
Covered lives212
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003403(B) THRIFT PLAN OF OAKLAND FAMILY SERVICESOtherDC$3.3M2292024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501OAKLAND FAMILY SERVICES GROUP INSURANCE PLANFully InsuredBLUE CARE NETWORK OF MICHIGAN$1.4M2122025
Retirement plans
Welfare plans
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