Assets by plan
Share of aggregate retirement assets
- PLAN AND TRUST (#001)$81.4M
Filings through .
Benesys, Inc.
EIN 38-2383171insuranceLatest filing 2025
Plans
3
Retirement
2
$87.7M assets
Health & Benefits
1
$8.3M premiums
Participants
1,861
700 TOWER DRIVE, SUITE 300 - TROY, MI 48098248-813-9800benesys.comLinkedIn501-1000 employeesinsurance
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $87.7M assets / 980 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $8.3M premiums / 981 covered lives
Coverage 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
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
BENESYS, INC. EMPLOYEES' 401(K) PLAN AND TRUST
401(k)
Assets$81.4M
Participants932
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
BENESYS, INC. 401(K) PLAN AND TRUST FOR UNION MEMBERS
401(k)
Assets$6.3M
Participants48
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
BENESYS, INC. EMPLOYEE BENEFIT PLAN
Fully insured - PRIORITY HEALTH INSURANCE COMPANY
Premiums$8.3M
Covered lives981
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | BENESYS, INC. EMPLOYEES' 401(K) PLAN AND TRUST | 401(k) | $81.4M | 932 | 2025 |
| #003 | BENESYS, INC. 401(K) PLAN AND TRUST FOR UNION MEMBERS | 401(k) | $6.3M | 48 | 2025 |
- #001 · 401(k) · 2025932
- #003 · 401(k) · 202548
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | BENESYS, INC. EMPLOYEE BENEFIT PLAN | Fully insured | PRIORITY HEALTH INSURANCE COMPANY | $8.3M | 981 | 2025 |
- #501 · Fully insured · PRIORITY HEALTH INSURANCE COMPANY · 2025981
Retirement plans
Health & Benefits plans