PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. H. W. Kaufman Financial Group,inc.
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Top hat

H. W. Kaufman Financial Group,inc.

EIN 38-1903339-Latest filing 2025
Plans
2
Retirement
1
$155.5M assets
Health & Benefits
1
$3.6M premiums
Participants
4,336
30833 NORTHWESTERN HWY SUITE 220 - FARMINGTON HILLS, MI 48334248-932-9000
Plans on this EIN
2 filings
#001401(k)-$155.5M - 1,879 part#501Fully insured-$3.6M - 2,418 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Benefits portfolio analytics

1 plan / $3.6M premiums / 2,418 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$2.8M
  • Other$553K
  • Life$454K
  • Long-term disability$264K
  • Short-term disability$33K
  • Health$6K
Total $3.6M6 rows
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

H. W. KAUFMAN FINANCIAL GROUP RETIREMENT SAVINGS PLAN

401(k)

Assets$155.5M
Participants1,879
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

H.W. KAUFMAN FINANCIAL GROUP EMPLOYEE BENEFIT PLAN

Fully insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$3.6M
Covered lives2,418
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001H. W. KAUFMAN FINANCIAL GROUP RETIREMENT SAVINGS PLAN401(k)$155.5M1,8792024
  • H. W. KAUFMAN FINANCIAL GROUP RETIREMENT SAVINGS PLAN$155.5M
    #001 · 401(k) · 20241,879

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501H.W. KAUFMAN FINANCIAL GROUP EMPLOYEE BENEFIT PLANFully insuredCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$3.6M2,4182025
  • H.W. KAUFMAN FINANCIAL GROUP EMPLOYEE BENEFIT PLAN$3.6M
    #501 · Fully insured · CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES · 20252,418
Retirement plans
Health & Benefits plans

On this page

  1. Benefits analytics
  2. Plan summaries
  3. Retirement plans
  4. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica