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Sponsor portfolio

THE LIGHTHOUSE INC.

EIN 38-2694908-non-profit organization management-Latest filing 2025
Plans
3
Retirement
2
$19.0M assets
Welfare
1
$98K premiums
Participants
882
1655 E. CARO ROAD, PO BOX 289 - CARO, MI 48723989-673-2500LinkedIn1-10 employeesnon-profit organization management
Plans on this EIN
3 filings
#002ESOP-$9.9M - 329 part#001401k-$9.1M - 333 part#503Mixed-$98K - 30 lives

Retirement portfolio analytics

2 plans aggregated / $19.0M assets / 662 participants

Assets by plan

Share of aggregate retirement assets

52%top
  • EMPLOYEE STOCK OWNERSHIP (#002)52%
  • 401K RETIREMENT PLAN (#001)48%
Total $19.0MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
52%top
  • (Not disclosed)52%
  • AMERICAN UNITED LIFE INSURANCE CO48%
Total $19.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401K RETIREMENT PLAN (#001)333
  • EMPLOYEE STOCK OWNERSHIP (#002)329
Total 662Click row to drill in

Benefits portfolio analytics

1 plan / $98K premiums / 30 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$93K
  • Prescription drug$93K
  • Other$5K
Total $98K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • BLUE CARE NETWORK OF MICHIGAN95%
  • PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD5%
Total $98K2 slices

Broker market share

Schedule A broker compensation

Split broker
70%top
  • MANAGING AGENT70%
  • SCHILLER & ASSOCIATES LLC16%
  • MARSH & MCLENNAN AGENCY LLC11%
  • MICHIGAN PLANNERS, INC.3%
Total $5K4 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

THE LIGHTHOUSE, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$9.9M
Participants329
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

THE LIGHTHOUSE INC. 401K RETIREMENT PLAN

401k

Assets$9.1M
Participants333
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

THE LIGHTHOUSE INC. SELF-INSURED BENEFITS PLAN

Mixed - BLUE CARE NETWORK OF MICHIGAN

Premiums$98K
Covered lives30
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002THE LIGHTHOUSE, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$9.9M3292024
001THE LIGHTHOUSE INC. 401K RETIREMENT PLAN401k$9.1M3332024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503THE LIGHTHOUSE INC. SELF-INSURED BENEFITS PLANMixedBLUE CARE NETWORK OF MICHIGAN$98K302025
Retirement plans
Welfare plans
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