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Sponsor portfolioTH

OAKLAND LIVINGSTON HUMAN SERVICE AGENCY

EIN 38-1785665-non-profit organization management-Latest filing 2025
Plans
2
Retirement
1
$16.5M assets
Welfare
1
$254K premiums
Participants
712
PO BOX 430598 - PONTIAC, MI 483430598248-209-2600olhsa.orgLinkedIn201-500 employeesnon-profit organization management
Plans on this EIN
2 filings
#001ProfitSharing-$16.5M - 367 part#501Mixed-$254K - 320 lives

Benefits portfolio analytics

1 plan / $254K premiums / 320 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$261K
  • Short-term disability$261K
  • Long-term disability$261K
  • Other$261K
  • Vision$27K
Total $289K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY91%
  • HUMANA INSURANCE COMPANY9%
Total $289K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • PATTERSON BRYANT GROUP INC100%
Total $31K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

OLHSA PROFIT SHARING RETIREMENT PLAN

ProfitSharing

Assets$16.5M
Participants367
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

OAKLAND LIVINGSTON HUMAN SERVICE AGENCY WELFARE BENEFITS PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$254K
Covered lives320
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001OLHSA PROFIT SHARING RETIREMENT PLANProfitSharing$16.5M3672025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501OAKLAND LIVINGSTON HUMAN SERVICE AGENCY WELFARE BENEFITS PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$254K3202025
Retirement plans
Welfare plans
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