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  2. OAKWOOD ENERGY MANAGEMENT, INC.
Sponsor portfolioTH

OAKWOOD ENERGY MANAGEMENT, INC.

EIN 38-1557680-Manufacturing-Latest filing 2025
Plans
9
Retirement
7
$23.2M assets
Welfare
2
$6.9M premiums
Participants
1,325
1100 OAKWOOD BOULEVARD - DEARBORN, MI 48124313-561-7740
Plans on this EIN
9 filings
#003401k-$10.1M - 98 part#007ProfitSharing-$8.7M - 94 part#002401k-$2.9M - 87 part#001401k-$652K - 113 part#005401k-$420K - 80 part#004401k-$326K - 135 part#006401k-$134K - 86 part#502Fully Insured-$4.7M - 525 lives#501Fully Insured-$2.2M - 465 lives

Retirement portfolio analytics

7 plans aggregated / $23.2M assets / 693 participants

Assets by plan

Share of aggregate retirement assets

44%top
  • NON UNION 401(K) (#003)44%
  • UNION 401K PLAN3 (#007)37%
  • FABRICATING CO. 401(K) (#002)12%
  • CO. UNION 401(K) (#001)3%
  • OPERATORS 401K PLAN (#005)2%
  • +2 more
Total $23.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC. UNION 401(K) (#004)135
  • CO. UNION 401(K) (#001)113
  • NON UNION 401(K) (#003)98
  • UNION 401K PLAN3 (#007)94
  • FABRICATING CO. 401(K) (#002)87
  • UNION 401K PLAN (#006)86
  • +1 more
Total 693Click row to drill in

Benefits portfolio analytics

2 plans / $6.9M premiums / 990 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$5.7M
  • Prescription drug$5.7M
  • Life$719K
  • Other$705K
  • Short-term disability$632K
  • Long-term disability$632K
  • +2 more
Total $6.9M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
79%top
  • BLUE CARE NETWORK OF MICHIGAN79%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA11%
  • DELTA DENTAL OF CALIFORNIA5%
  • BLUE CROSS OF CALIFORNIA4%
  • EYEMED VISION CARE1%
  • +1 more
Total $6.9M6 slices

Broker market share

Schedule A broker compensation

Split broker
68%top
  • MARSH & MCLENNAN AGENCY LLC68%
  • CHRISTOPHER M BOUSCHET31%
  • REBECCA A MCLAUGHLAN1%
Total $212K3 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

OAKWOOD GROUP NON UNION 401(K) PLAN

401k

Assets$10.1M
Participants98
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#007

OAKWOOD GROUP NON UNION 401K PLAN3

ProfitSharing

Assets$8.7M
Participants94
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

OAKWOOD METAL FABRICATING CO. 401(K) PLAN

401k

Assets$2.9M
Participants87
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

OAKWOOD METAL FABRICATING CO. UNION 401(K) PLAN

401k

Assets$652K
Participants113
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#005

OAKWOOD GROUP UNION OPERATORS 401K PLAN

401k

Assets$420K
Participants80
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

OAKWOOD ENERGY MANAGEMENT, INC. UNION 401(K) PLAN

401k

Assets$326K
Participants135
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#006

OAKWOOD METAL FABRICATING CO. PRESSES/PPT UNION 401K PLAN

401k

Assets$134K
Participants86
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#502

THE OAKWOOD GROUP EMPLOYEE BENEFITS PLAN UNION EMPLOYEES

Fully Insured - BLUE CARE NETWORK OF MICHIGAN

Premiums$4.7M
Covered lives525
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

THE OAKWOOD GROUP EMPLOYEE BENEFIT PLAN

Fully Insured - BLUE CARE NETWORK OF MICHIGAN

Premiums$2.2M
Covered lives465
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans7

Plan #NameTypeAssetsParticipantsLatest year
003OAKWOOD GROUP NON UNION 401(K) PLAN401k$10.1M982025
007OAKWOOD GROUP NON UNION 401K PLAN3ProfitSharing$8.7M942025
002OAKWOOD METAL FABRICATING CO. 401(K) PLAN401k$2.9M872025
001OAKWOOD METAL FABRICATING CO. UNION 401(K) PLAN401k$652K1132025
005OAKWOOD GROUP UNION OPERATORS 401K PLAN401k$420K802025
004OAKWOOD ENERGY MANAGEMENT, INC. UNION 401(K) PLAN401k$326K1352025
006OAKWOOD METAL FABRICATING CO. PRESSES/PPT UNION 401K PLAN401k$134K862025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502THE OAKWOOD GROUP EMPLOYEE BENEFITS PLAN UNION EMPLOYEESFully InsuredBLUE CARE NETWORK OF MICHIGAN$4.7M5252025
501THE OAKWOOD GROUP EMPLOYEE BENEFIT PLANFully InsuredBLUE CARE NETWORK OF MICHIGAN$2.2M4652025
Retirement plans
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