PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. CONCORD TOOL & MFG, INC.
Sponsor portfolio

CONCORD TOOL & MFG, INC.

EIN 38-1842293-Manufacturing-Latest filing 2025
Plans
2
Retirement
1
$4.3M assets
Welfare
1
$1.7M premiums
Participants
563
118 N GROESBECK HWY - MOUNT CLEMENS, MI 48043586-909-5151LinkedIn1-10 employees
Plans on this EIN
2 filings
#001401k-$4.3M - 319 part#501Fully Insured-$1.7M - 244 lives

Benefits portfolio analytics

1 plan / $1.7M premiums / 244 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.6M
  • Dental$1.6M
  • Vision$1.6M
  • Prescription drug$1.6M
  • Life$109K
  • Short-term disability$109K
  • +2 more
Total $1.7M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • BLUE CROSS OF CALIFORNIA94%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY6%
Total $1.7M2 slices

Broker market share

Schedule A broker compensation

Split broker
48%top
  • MICHELLE R. STOUFFER48%
  • TRICOAST ADVISORS LLC26%
  • CHRISTOPHER M BOUSCHET23%
  • MARSH & MCLENNAN AGENCY LLC4%
Total $69K4 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

CONCORD TOOL & MANUFACTURING, INC. EMPLOYEES RETIREMENT PLAN

401k

Assets$4.3M
Participants319
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CONCORD TOOL AND MANUFACTURING

Fully Insured - BLUE CROSS BLUE SHIELD OF MICHIGAN

Premiums$1.7M
Covered lives244
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CONCORD TOOL & MANUFACTURING, INC. EMPLOYEES RETIREMENT PLAN401k$4.3M3192025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CONCORD TOOL AND MANUFACTURINGFully InsuredBLUE CROSS BLUE SHIELD OF MICHIGAN$1.7M2442025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica