Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.7M
- Prescription drug$1.5M
- Dental$217K
- Life$198K
- Short-term disability$198K
- Long-term disability$198K
- +2 more
Sponsor portfolio
SPECIAL TREE, LTD
EIN 38-2702063higher educationLatest filing 2025
Plans
2
Retirement
1
$20.3M assets
Welfare
1
$1.9M premiums
Participants
1,071
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.9M premiums / 241 covered livesCarrier market share
Premium dollars by Schedule A carrier
77%top
- BLUE CARE NETWORK OF MICHIGAN77%
- BLUE CROSS OF CALIFORNIA12%
- UNITED OF OMAHA LIFE INSURANCE COMPANY11%
- EYEMED VISION CARE1%
Broker market share
Schedule A broker compensation
100%top
- HUB INTERNATIONAL MIDWEST LIMITED100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SPECIAL TREE, LTD. EMPLOYEES' SALARY SAVINGS & RETIREMENT PLAN
401k
Assets$20.3M
Participants906
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SPECIAL TREE LTD WELFARE BENEFIT PLAN
Fully Insured - BLUE CARE NETWORK OF MICHIGAN
Premiums$1.9M
Covered lives241
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SPECIAL TREE, LTD. EMPLOYEES' SALARY SAVINGS & RETIREMENT PLAN | 401k | $20.3M | 906 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SPECIAL TREE LTD WELFARE BENEFIT PLAN | Fully Insured | BLUE CARE NETWORK OF MICHIGAN | $1.9M | 241 | 2025 |
Retirement plans
Welfare plans