Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.1M
- Life$500K
- Short-term disability$500K
- Long-term disability$500K
- Other$500K
- Dental$320K
- +1 more
Sponsor portfolioTH
DORT FINANCIAL CREDIT UNION
EIN 38-1440283financial servicesLatest filing 2025
Plans
2
Retirement
1
$38.6M assets
Welfare
1
$4.0M premiums
Participants
972
9048 HOLLY ROAD - GRAND BLANC, MI 48439810-767-8390dortonline.orgLinkedIn201-500 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $4.0M premiums / 630 covered livesCarrier market share
Premium dollars by Schedule A carrier
78%top
- PRIORITY HEALTH78%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA13%
- DELTA DENTAL OF CALIFORNIA8%
- VISION SERVICE PLAN1%
Broker market share
Schedule A broker compensation
51%top
- MICHIGAN PLANNERS, INC.51%
- MICHAEL DILORENZO49%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
DORT FINANCIAL CREDIT UNION EMPLOYEES DEFERRED COMPENSATION PLAN
401k
Assets$38.6M
Participants606
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
DORT FINANCIAL CREDIT UNION WELFARE BENEFIT PLAN
Fully Insured - PRIORITY HEALTH
Premiums$4.0M
Covered lives630
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | DORT FINANCIAL CREDIT UNION EMPLOYEES DEFERRED COMPENSATION PLAN | 401k | $38.6M | 606 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | DORT FINANCIAL CREDIT UNION WELFARE BENEFIT PLAN | Fully Insured | PRIORITY HEALTH | $4.0M | 630 | 2025 |
Retirement plans
Welfare plans