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Sponsor portfolio

SMITH,HAUGHEY,RICE AND ROEGGE, P.C.

EIN 38-2234596-law practice-Latest filing 2025
Plans
2
Retirement
1
$39.2M assets
Welfare
1
$486K premiums
Participants
245
100 MONROE CENTER NW - GRAND RAPIDS, MI 49503616-774-8000shrr.comLinkedIn51-200 employeeslaw practice
Plans on this EIN
2 filings
#002401k-$39.2M - 161 part#501Fully Insured-$486K - 220 lives

Benefits portfolio analytics

1 plan / $486K premiums / 220 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$397K
  • Life$69K
  • Long-term disability$65K
  • Vision$11K
  • Dental$8K
Total $486K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
82%top
  • PRIORITY HEALTH82%
  • STANDARD INSURANCE COMPANY13%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY2%
  • DELTA DENTAL OF CALIFORNIA2%
  • MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY1%
Total $486K5 slices

Broker market share

Schedule A broker compensation

Split broker
70%top
  • DALTON, PATRICK70%
  • HUB INTERNATIONAL MIDWEST LIMITED30%
  • JOHN B. WEESIE0%
  • WILLIAM FERGUSON0%
Total $26K4 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

PROFIT SHARING AND RETIREMENT PLAN OF SMITH HAUGHEY, RICE AND ROEGGE, P.C.

401k

Assets$39.2M
Participants161
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SMITH HAUGHEY RICE & ROEGGE EMPLOYEE BENEFIT PLAN

Fully Insured - PRIORITY HEALTH INSURANCE COMPANY

Premiums$486K
Covered lives220
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002PROFIT SHARING AND RETIREMENT PLAN OF SMITH HAUGHEY, RICE AND ROEGGE, P.C.401k$39.2M1612025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SMITH HAUGHEY RICE & ROEGGE EMPLOYEE BENEFIT PLANFully InsuredPRIORITY HEALTH INSURANCE COMPANY$486K2202024
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