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Sponsor portfolioTH

PLEUNE SERVICE COMPANY

EIN 38-2094697-construction-Latest filing 2025
Plans
2
Retirement
1
$25.1M assets
Welfare
1
$1.4M premiums
Participants
277
750 HIMES ST. SE - GRAND RAPIDS, MI 495483424616-243-6374pleuneservice.comLinkedIn51-200 employeesconstruction
Plans on this EIN
2 filings
#002ESOP-$25.1M - 162 part#501Fully Insured-$1.4M - 210 lives

Benefits portfolio analytics

1 plan / $1.4M premiums / 210 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.3M
  • Prescription drug$1.3M
  • Life$88K
  • Short-term disability$88K
  • Long-term disability$88K
  • Other$88K
  • +2 more
Total $1.4M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • PRIORITY HEALTH88%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY6%
  • DELTA DENTAL OF CALIFORNIA5%
  • VISION SERVICE PLAN1%
  • ALLONE HEALTH0%
Total $1.4M5 slices

Broker market share

Schedule A broker compensation

Split broker
80%top
  • JOSEPH AGNELLO80%
  • LOCKTON COMPANIES, LLC20%
Total $63K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

PLEUNE SERVICE COMPANY INVESTMENT AND EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

ESOP

Assets$25.1M
Participants162
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PLEUNE SERVICE COMPANY WELFARE PLAN

Fully Insured - PRIORITY HEALTH

Premiums$1.4M
Covered lives210
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002PLEUNE SERVICE COMPANY INVESTMENT AND EMPLOYEE STOCK OWNERSHIP PLAN AND TRUSTESOP$25.1M1622025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PLEUNE SERVICE COMPANY WELFARE PLANFully InsuredPRIORITY HEALTH$1.4M2102025
Retirement plans
Welfare plans
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