Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BENESYS, INC.
EIN 38-2383171insuranceLatest filing 2025
Plans
3
Retirement
2
$76.4M assets
Welfare
1
$8.3M premiums
Participants
1,830
700 TOWER DRIVE, SUITE 300 - TROY, MI 48098248-813-9800benesys.comLinkedIn501-1000 employeesinsurance
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $76.4M assets / 949 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $8.3M premiums / 981 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$7.1M
- Prescription drug$7.1M
- Other$687K
- Life$620K
- Short-term disability$620K
- Long-term disability$620K
- +2 more
Carrier market share
Premium dollars by Schedule A carrier
67%top
- PRIORITY HEALTH67%
- KAISER FOUNDATION HEALTH PLAN INC19%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY8%
- DELTA DENTAL OF CALIFORNIA5%
- METROPOLITAN LIFE INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
61%top
- USI INSURANCE SERVICES LLC61%
- DAVID A. NURRE38%
- PAYCOR INC1%
- SCOTT M. SETTLE0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
BENESYS, INC. EMPLOYEES' 401(K) PLAN AND TRUST
401k
Assets$70.1M
Participants901
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
BENESYS, INC. 401(K) PLAN AND TRUST FOR UNION MEMBERS
401k
Assets$6.3M
Participants48
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
BENESYS, INC. EMPLOYEE BENEFIT PLAN
Fully Insured - PRIORITY HEALTH INSURANCE COMPANY
Premiums$8.3M
Covered lives981
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BENESYS, INC. EMPLOYEES' 401(K) PLAN AND TRUST | 401k | $70.1M | 901 | 2024 | |
| 003 | BENESYS, INC. 401(K) PLAN AND TRUST FOR UNION MEMBERS | 401k | $6.3M | 48 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | BENESYS, INC. EMPLOYEE BENEFIT PLAN | Fully Insured | PRIORITY HEALTH INSURANCE COMPANY | $8.3M | 981 | 2025 |
Retirement plans
Welfare plans