Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$418K
- Dental$169K
- Life$169K
- Short-term disability$169K
- Other$169K
Sponsor portfolio
YATES INDUSTRIES, INC.
EIN 38-1999443machineryLatest filing 2025
Plans
2
Retirement
1
$9.9M assets
Welfare
1
$587K premiums
Participants
408
23050 INDUSTRIAL DRIVE E - ST CLAIR SHORES, MI 48080586-778-7680yatesind.comLinkedIn51-200 employeesmachinery
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $587K premiums / 187 covered livesCarrier market share
Premium dollars by Schedule A carrier
71%top
- BLUE CROSS OF CALIFORNIA71%
- PRINCIPAL LIFE INSURANCE COMPANY29%
Broker market share
Schedule A broker compensation
71%top
- JOSEPH J HANEY71%
- ASSUREDPARTNERS20%
- CENTRO BENEFITS RESEARCH LLC9%
- AP BENEFIT ADVISORS, LLC1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
YATES INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$9.9M
Participants223
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
YATES INDUSTRIES WELFARE BENEFIT PLAN
Mixed - BLUE CROSS BLUE SHIELD OF MICHIGAN
Premiums$587K
Covered lives187
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | YATES INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $9.9M | 223 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | YATES INDUSTRIES WELFARE BENEFIT PLAN | Mixed | BLUE CROSS BLUE SHIELD OF MICHIGAN | $587K | 187 | 2025 |
Retirement plans
Welfare plans