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Sponsor portfolioTH

CRANBROOK EDUCATIONAL COMMUNITY

EIN 38-2015048-education management-Latest filing 2025
Plans
3
Retirement
2
$161.1M assets
Welfare
1
$405K premiums
Participants
3,002
P.O. BOX 801, 39221 WOODWARD AVENUE - BLOOMFIELD HILLS, MI 483030801248-645-3160cranbrook.eduLinkedIn201-500 employeeseducation management
Plans on this EIN
3 filings
#003403b-$81.2M - 1,194 part#001401k-$79.9M - 1,188 part#503Mixed-$405K - 730 lives

Retirement portfolio analytics

2 plans aggregated / $161.1M assets / 2,382 participants

Assets by plan

Share of aggregate retirement assets

50%top
  • COMMUNITY SECTION 403(B) (#003)50%
  • PLAN AND TRUST (#001)50%
Total $161.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • COMMUNITY SECTION 403(B) (#003)1,194
  • PLAN AND TRUST (#001)1,188
Total 2,382Click row to drill in

Benefits portfolio analytics

1 plan / $405K premiums / 730 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$400K
  • Life$384K
  • Long-term disability$384K
  • Vision$6K
Total $405K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA95%
  • ULLIANCE, INC.4%
  • METROPOLITAN LIFE INSURANCE COMPANY1%
Total $405K3 slices

Broker market share

Schedule A broker compensation

Split broker
71%top
  • JAMES R NELLIGAN & ASSOCIATES LLC71%
  • PM GROUP BENEFIT ADVISORS II, LLC29%
Total $44K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

CRANBROOK EDUCATIONAL COMMUNITY SECTION 403(B) PLAN

403b

Assets$81.2M
Participants1,194
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

CRANBROOK EDUCATIONAL COMMUNITY RETIREMENT PLAN AND TRUST

401k

Assets$79.9M
Participants1,188
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

CRANBROOK EDUCATIONAL COMMUNITY WELFARE BENEFIT PLAN

Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$405K
Covered lives730
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003CRANBROOK EDUCATIONAL COMMUNITY SECTION 403(B) PLAN403b$81.2M1,1942025
001CRANBROOK EDUCATIONAL COMMUNITY RETIREMENT PLAN AND TRUST401k$79.9M1,1882025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503CRANBROOK EDUCATIONAL COMMUNITY WELFARE BENEFIT PLANMixedLIFE INSURANCE COMPANY OF NORTH AMERICA$405K7302025
Retirement plans
Welfare plans
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