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Sponsor portfolio

FISHBECK, THOMPSON, CARR AND HUBER, INC.

EIN 38-1841857-Latest filing 2025
Plans
2
Retirement
1
$117.7M assets
Welfare
1
$677K premiums
Participants
1,510
1515 ARBORETUM DRIVE SE - GRAND RAPIDS, MI 49546616-464-3701
Plans on this EIN
2 filings
#002401k-$117.7M - 840 part#501Mixed-$677K - 1,166 lives

Benefits portfolio analytics

1 plan / $677K premiums / 1,166 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$484K
  • Life$233K
  • Long-term disability$106K
  • Vision$87K
Total $677K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • NORTHWESTERN MUTUAL87%
  • EYEMED VISION CARE13%
Total $677K2 slices

Broker market share

Schedule A broker compensation

Split broker
48%top
  • DANIEL JOSEPH PETERSON48%
  • HUB INTERNATIONAL MIDWEST LIMITED25%
  • DANIEL DAVID HORNING16%
  • JD GENERAL AGENCY LLC11%
Total $62K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

FISHBECK RETIREMENT PLAN

401k

Assets$117.7M
Participants840
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FISHBECK, THOMPSON, CARR AND HUBER, INC. EMPLOYEE BENEFIT PLAN

Mixed - NORTHWESTERN LONG TERM CARE INSURANCE COMPANY

Premiums$677K
Covered lives1,166
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002FISHBECK RETIREMENT PLAN401k$117.7M8402024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FISHBECK, THOMPSON, CARR AND HUBER, INC. EMPLOYEE BENEFIT PLANMixedNORTHWESTERN LONG TERM CARE INSURANCE COMPANY$677K1,1662025
Retirement plans
Welfare plans
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