Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SOUTHEASTERN MICHIGAN HEALTH ASSOCIATION
EIN 38-1671500medical practiceLatest filing 2024
Plans
3
Retirement
2
$18.9M assets
Welfare
1
$3.0M premiums
Participants
1,446
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $18.9M assets / 1,256 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $3.0M premiums / 347 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.6M
- Life$224K
- Short-term disability$224K
- Long-term disability$224K
- Other$224K
- Dental$183K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
78%top
- BLUE CROSS OF CALIFORNIA78%
- BLUE CARE NETWORK OF MICHIGAN8%
- PRINCIPAL LIFE INSURANCE COMPANY7%
- DELTA DENTAL OF CALIFORNIA6%
- VISION SERVICE PLAN1%
Broker market share
Schedule A broker compensation
68%top
- MICHELE L BOLSER68%
- VALENTI TROBEC CHANDLER, INC.32%
- EMPLOYEE NAVIGATOR, LLC0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#004
TAX DEFERRED ANNUITY PLAN OF SOUTHEASTERN MICHIGAN HEALTH ASSOCIATION
401k
Assets$10.0M
Participants550
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF SOUTHEASTERN MICHIGAN HEALTH ASSOCIATION
401k
Assets$8.9M
Participants706
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SOUTHEASTERN MI HEALTH ASSOCIATION HEALTH AND WELFARE BENEFITS PLAN
Fully Insured - BLUE CROSS BLUE SHIELD OF MICHIGAN
Premiums$3.0M
Covered lives347
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | TAX DEFERRED ANNUITY PLAN OF SOUTHEASTERN MICHIGAN HEALTH ASSOCIATION | 401k | $10.0M | 550 | 2024 | |
| 003 | 401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF SOUTHEASTERN MICHIGAN HEALTH ASSOCIATION | 401k | $8.9M | 706 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SOUTHEASTERN MI HEALTH ASSOCIATION HEALTH AND WELFARE BENEFITS PLAN | Fully Insured | BLUE CROSS BLUE SHIELD OF MICHIGAN | $3.0M | 347 | 2024 |
Retirement plans
Welfare plans