Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
EXTOL, INC.
EIN 38-2756922ManufacturingLatest filing 2025
Plans
3
Retirement
2
$12.0M assets
Welfare
1
$1.5M premiums
Participants
341
651 CASE KARSTEN DRIVE - ZEELAND, MI 49464616-748-9955
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $12.0M assets / 240 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.5M premiums / 285 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.3M
- Prescription drug$1.3M
- Dental$90K
- Life$87K
- Short-term disability$87K
- Long-term disability$87K
- +2 more
Carrier market share
Premium dollars by Schedule A carrier
87%top
- PRIORITY HEALTH87%
- DELTA DENTAL OF CALIFORNIA6%
- UNUM LIFE INSURANCE COMPANY OF AMERICA6%
- VISION SERVICE PLAN1%
Broker market share
Schedule A broker compensation
43%top
- TAYLOR N. BRACKEN43%
- REBEKAH LYNN VANBEEK31%
- OLIVIER VANDYK INSURANCE26%
- EMPLOYEE NAVIGATOR, LLC0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
EXTOL, INC. 401(K) PLAN
401k
Assets$9.7M
Participants101
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
EXTOL, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$2.4M
Participants139
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510
EXTOL INC GROUP INSURANCE PLAN
Fully Insured - PRIORITY HEALTH
Premiums$1.5M
Covered lives285
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | EXTOL, INC. 401(K) PLAN | 401k | $9.7M | 101 | 2025 | |
| 002 | EXTOL, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $2.4M | 139 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 510 | EXTOL INC GROUP INSURANCE PLAN | Fully Insured | PRIORITY HEALTH | $1.5M | 285 | 2024 |
Retirement plans
Welfare plans