Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$174K
- Vision$174K
Sponsor portfolio
FINANCIAL DESIGNS, INC.
EIN 38-1944162higher educationLatest filing 2024
Plans
2
Retirement
1
$7.3M assets
Welfare
1
$1.5M premiums
Participants
756
39500 HIGH POINTE BLVD., #400 - NOVI, MI 48375248-348-8200financialgarden.comLinkedIn1-10 employeeshigher education
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.5M premiums / 333 covered livesCarrier market share
Premium dollars by Schedule A carrier
89%top
- ALLIANCE HEALTH AND LIFE INSURANCE COMPANY89%
- PRINCIPAL LIFE INSURANCE COMPANY11%
Broker market share
Schedule A broker compensation
82%top
- FINANCIAL DESIGNS INC82%
- HEALTH ALLIANCE ADMINISTRATORS INC18%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
FINANCIAL DESIGNS, INC. 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$7.3M
Participants216
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
FINANCIAL DESIGNS, INC.
Fully Insured - ALLIANCE HEALTH AND LIFE INSURANCE COMPANY
Premiums$1.5M
Covered lives333
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | FINANCIAL DESIGNS, INC. 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $7.3M | 216 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | FINANCIAL DESIGNS, INC. | Fully Insured | ALLIANCE HEALTH AND LIFE INSURANCE COMPANY | $1.5M | 333 | 2024 |
Retirement plans
Welfare plans