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Sponsor portfolioTH

INTERLOCHEN CENTER FOR THE ARTS

EIN 38-1689022-primary/secondary education-Latest filing 2025
Plans
3
Retirement
2
$62.5M assets
Welfare
1
$578K premiums
Participants
1,285
4000 HIGHWAY M-137, P.O. BOX 199 - INTERLOCHEN, MI 496430199231-276-7200interlochen.orgLinkedIn201-500 employeesprimary/secondary education
Plans on this EIN
3 filings
#001403b-$45.8M - 675 part#002403b-$16.7M - 270 part#501Mixed-$578K - 691 lives

Retirement portfolio analytics

2 plans aggregated / $62.5M assets / 945 participants

Assets by plan

Share of aggregate retirement assets

73%top
  • ARTS RETIREMENT PLAN (#001)73%
  • THE ARTS 403(B) (#002)27%
Total $62.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • ARTS RETIREMENT PLAN (#001)675
  • THE ARTS 403(B) (#002)270
Total 945Click row to drill in

Benefits portfolio analytics

1 plan / $578K premiums / 691 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$262K
  • Other$256K
  • Life$239K
  • Long-term disability$239K
  • Vision$60K
Total $578K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
45%top
  • DELTA DENTAL OF CALIFORNIA45%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY41%
  • VISION SERVICE PLAN10%
  • ULLIANCE, INC.2%
  • HEALTHJOY1%
Total $578K5 slices

Broker market share

Schedule A broker compensation

Split broker
77%top
  • MJ INSURANCE77%
  • JAMES R NELLIGAN & ASSOCIATES LLC23%
Total $52K2 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

INTERLOCHEN CENTER FOR THE ARTS RETIREMENT PLAN

403b

Assets$45.8M
Participants675
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

INTERLOCHEN CENTER FOR THE ARTS 403(B) PLAN

403b

Assets$16.7M
Participants270
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

INTERLOCHEN CENTER FOR THE ARTS EMPLOYEE BENEFIT PLAN

Mixed - DELTA DENTAL OF MICHIGAN

Premiums$578K
Covered lives691
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001INTERLOCHEN CENTER FOR THE ARTS RETIREMENT PLAN403b$45.8M6752025
002INTERLOCHEN CENTER FOR THE ARTS 403(B) PLAN403b$16.7M2702025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501INTERLOCHEN CENTER FOR THE ARTS EMPLOYEE BENEFIT PLANMixedDELTA DENTAL OF MICHIGAN$578K6912025
Retirement plans
Welfare plans
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