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Sponsor portfolio

RESTHAVEN

EIN 38-1387113-Latest filing 2025
Plans
2
Retirement
1
$8.1M assets
Welfare
1
$154K premiums
Participants
829
948 WASHINGTON AVENUE - HOLLAND, MI 49423616-796-3500
Plans on this EIN
2 filings
#001403b-$8.1M - 568 part#501Mixed-$154K - 261 lives

Benefits portfolio analytics

1 plan / $154K premiums / 261 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$136K
  • Short-term disability$136K
  • Long-term disability$136K
  • Other$136K
  • Vision$18K
Total $154K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • SYMETRA LIFE INSURANCE COMPANY88%
  • VISION SERVICE PLAN12%
Total $154K2 slices

Broker market share

Schedule A broker compensation

Split broker
73%top
  • BROWN & BROWN INSURANCE SERVICES73%
  • STRATEGIC NON-MEDICAL SOLUTIONS LLC27%
Total $30K2 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

RESTHAVEN 403(B) RETIREMENT PLAN

403b

Assets$8.1M
Participants568
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

RESTHAVEN GROUP BENEFIT PLAN

Mixed - SYMETRA LIFE INSURANCE COMPANY

Premiums$154K
Covered lives261
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001RESTHAVEN 403(B) RETIREMENT PLAN403b$8.1M5682024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501RESTHAVEN GROUP BENEFIT PLANMixedSYMETRA LIFE INSURANCE COMPANY$154K2612025
Retirement plans
Welfare plans
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