Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$12.7M
- Prescription drug$12.7M
- Dental$10.8M
- Vision$10.6M
- Short-term disability$364K
- Life$258K
- +2 more
Sponsor portfolioTH
MORLEY COMPANIES, INC.
EIN 38-2687736Latest filing 2025
Plans
2
Retirement
1
$46.9M assets
Welfare
1
$13.6M premiums
Participants
3,643
P.O. BOX 1908 ONE MORLEY PLAZA - SAGINAW, MI 48603989-791-2550
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $13.6M premiums / 1,876 covered livesCarrier market share
Premium dollars by Schedule A carrier
94%top
- BLUE CROSS OF CALIFORNIA94%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY6%
Broker market share
Schedule A broker compensation
69%top
- GREGORY A. HAGBOM69%
- DAVID HONAMAN13%
- MICHAEL T STELTER13%
- SHAWN NASS4%
- ADVANCED BENEFIT SOLUTIONS INC0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
MORLEY COMPANIES, INC. 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$46.9M
Participants1,924
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504
MORLEY COMPANIES, INC. WELFARE PLAN
Fully Insured - BLUE CROSS BLUE SHIELD OF MICHIGAN
Premiums$13.6M
Covered lives1,876
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MORLEY COMPANIES, INC. 401(K) PROFIT SHARING PLAN & TRUST | 401k | $46.9M | 1,924 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 504 | MORLEY COMPANIES, INC. WELFARE PLAN | Fully Insured | BLUE CROSS BLUE SHIELD OF MICHIGAN | $13.6M | 1,876 | 2025 |
Retirement plans
Welfare plans