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Sponsor portfolio

RESIDENTIAL OPPORTUNITIES, INC.

EIN 38-2185735-mental health care-Latest filing 2025
Plans
2
Retirement
1
$6.5M assets
Welfare
1
$1.9M premiums
Participants
720
1100 SOUTH ROSE - KALAMAZOO, MI 49001269-343-3731residentialopportunities.orgLinkedIn201-500 employeesmental health care
Plans on this EIN
2 filings
#001403b-$6.5M - 422 part#502Fully Insured-$1.9M - 295 lives

Benefits portfolio analytics

1 plan / $1.9M premiums / 295 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.7M
  • Prescription drug$1.7M
  • Dental$225K
  • Life$225K
  • Long-term disability$225K
  • Other$225K
  • +1 more
Total $1.9M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • BLUE CARE NETWORK OF MICHIGAN87%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY12%
  • VISION SERVICE PLAN1%
Total $1.9M3 slices

Broker market share

Schedule A broker compensation

Split broker
72%top
  • JOHN W SCHUEMANN72%
  • ROSE STREET ADVISORS LLC28%
Total $94K2 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

RESIDENTIAL OPPORTUNITIES, INCORPORATED TAX SHELTERED 403(B) PLAN

403b

Assets$6.5M
Participants422
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

RESIDENTIAL OPPORTUNITIES, INC. WELFARE PLAN

Fully Insured - BLUE CARE NETWORK OF MICHIGAN

Premiums$1.9M
Covered lives295
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001RESIDENTIAL OPPORTUNITIES, INCORPORATED TAX SHELTERED 403(B) PLAN403b$6.5M4222024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502RESIDENTIAL OPPORTUNITIES, INC. WELFARE PLANFully InsuredBLUE CARE NETWORK OF MICHIGAN$1.9M2952025
Retirement plans
Welfare plans
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