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Sponsor portfolioTH

H.W. KAUFMAN FINANCIAL GROUP

EIN 38-1903339-Finance and Insurance-Latest filing 2024
Plans
2
Retirement
1
$155.5M assets
Welfare
1
$3.5M premiums
Participants
3,346
30833 NORTHWESTERN HWY - FARMINGTON HILLS, MI 48334248-932-9000
Plans on this EIN
2 filings
#001401k-$155.5M - 1,879 part#501Fully Insured-$3.5M - 2,292 lives

Benefits portfolio analytics

1 plan / $3.5M premiums / 2,292 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$2.7M
  • Other$528K
  • Life$421K
  • Long-term disability$249K
  • Short-term disability$42K
  • Health$5K
Total $3.5M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
78%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY78%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA21%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA1%
Total $3.5M3 slices

Broker market share

Schedule A broker compensation

Split broker
98%top
  • CICCHELLA & ASSOCIATES LLC98%
  • MICHAEL M. CICCHELLA1%
  • STEVEN RAY GRIFFIN1%
  • ALAN J. KAUFMAN1%
  • BENEFIT COMMUNICATIONS INC0%
  • +1 more
Total $123K6 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

H. W. KAUFMAN FINANCIAL GROUP RETIREMENT SAVINGS PLAN

401k

Assets$155.5M
Participants1,879
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

H.W. KAUFMAN FINANCIAL GROUP EMPLOYEE BENEFIT PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$3.5M
Covered lives2,292
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001H. W. KAUFMAN FINANCIAL GROUP RETIREMENT SAVINGS PLAN401k$155.5M1,8792024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501H.W. KAUFMAN FINANCIAL GROUP EMPLOYEE BENEFIT PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$3.5M2,2922024
Retirement plans
Welfare plans
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