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Sponsor portfolio

FRANKENMUTH BAVARIAN INN, INC.

EIN 38-2339125-restaurants-Latest filing 2025
Plans
3
Retirement
2
$13.5M assets
Welfare
1
$220K premiums
Participants
662
713 S MAIN ST - FRANKENMUTH, MI 487341600989-652-9941LinkedIn501-1000 employeesrestaurants
Plans on this EIN
3 filings
#002401k-$11.2M - 491 part#001401k-$2.3M - 9 part#502Mixed-$220K - 727 lives

Retirement portfolio analytics

2 plans aggregated / $13.5M assets / 500 participants

Assets by plan

Share of aggregate retirement assets

83%top
  • EMPLOYEES' RETIREMENT PLAN (#002)83%
  • INC. RETIREMENT TRUST (#001)17%
Total $13.5MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
83%top
  • BENEFIT PLANS ADMIN SERVICES, INC.83%
  • (Not disclosed)17%
Total $13.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEES' RETIREMENT PLAN (#002)491
  • INC. RETIREMENT TRUST (#001)9
Total 500Click row to drill in

Benefits portfolio analytics

1 plan / $220K premiums / 727 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$121K
  • Short-term disability$121K
  • Other$121K
  • Dental$98K
  • Vision$98K
Total $220K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
55%top
  • DEARBORN LIFE INSURANCE COMPANY55%
  • BLUE CROSS OF CALIFORNIA45%
Total $220K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • CREATIVE BENEFITS & INS. SOLUTIONS100%
Total $23K1 slice

Plan deep-dives

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

FRANKENMUTH BAVARIAN INN, INC. EMPLOYEES' RETIREMENT PLAN

401k

Assets$11.2M
Participants491
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

FRANKENMUTH BAVARIAN INN, INC. RETIREMENT TRUST

401k

Assets$2.3M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

FRANKENMUTH BAVARIAN INN, INC. EMPLOYEE HEALTH BENEFIT PLAN & TRUST

Mixed - DEARBORN LIFE INSURANCE COMPANY

Premiums$220K
Covered lives727
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002FRANKENMUTH BAVARIAN INN, INC. EMPLOYEES' RETIREMENT PLAN401k$11.2M4912024
001FRANKENMUTH BAVARIAN INN, INC. RETIREMENT TRUST401k$2.3M92024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502FRANKENMUTH BAVARIAN INN, INC. EMPLOYEE HEALTH BENEFIT PLAN & TRUSTMixedDEARBORN LIFE INSURANCE COMPANY$220K7272025
Retirement plans
Welfare plans
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