PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. THE HERITAGE COMMUNITY OF KALAMAZOO
Sponsor portfolioTH

THE HERITAGE COMMUNITY OF KALAMAZOO

EIN 38-2758582-hospital & health care-Latest filing 2025
Plans
3
Retirement
2
$6.6M assets
Welfare
1
$1.2M premiums
Participants
802
2400 PORTAGE STREET - KALAMAZOO, MI 49001269-382-1255heritagecommunity.comLinkedIn201-500 employeeshospital & health care
Plans on this EIN
3 filings
#002403b-$6.4M - 346 part#001ProfitSharing-$242K - 346 part#501Mixed-$1.2M - 236 lives

Retirement portfolio analytics

2 plans aggregated / $6.6M assets / 692 participants

Assets by plan

Share of aggregate retirement assets

96%top
  • 403 (B) PLAN (#002)96%
  • OF KALAMAZOO Savings (#001)4%
Total $6.6MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • GREENLEAF TRUST100%
Total $6.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 403 (B) PLAN (#002)346
  • OF KALAMAZOO Savings (#001)346
Total 692Click row to drill in

Benefits portfolio analytics

1 plan / $1.2M premiums / 236 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.0M
  • Prescription drug$1.0M
  • Dental$88K
  • Life$38K
  • Other$31K
  • Vision$14K
  • +1 more
Total $1.2M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • BLUE CARE NETWORK OF MICHIGAN86%
  • DELTA DENTAL OF CALIFORNIA7%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY6%
  • BLUE CROSS OF CALIFORNIA1%
Total $1.2M4 slices

Broker market share

Schedule A broker compensation

Split broker
61%top
  • RYAN T. PYLMAN61%
  • BROWN & BROWN INSURANCE SERVICES33%
  • MARSH & MCLENNAN AGENCY LLC6%
Total $58K3 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 HERITAGE COMMUNITY OF KALAMAZOO 403 (B) PLAN

403b

Assets$6.4M
Participants346
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

THE HERITAGE COMMUNITY OF KALAMAZOO SAVINGS PLAN

ProfitSharing

Assets$242K
Participants346
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HERITAGE COMMUNITY OF KALAMAZOO WELFARE BENEFIT PLAN

Mixed - BLUE CARE NETWORK OF MICHIGAN

Premiums$1.2M
Covered lives236
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002THE HERITAGE COMMUNITY OF KALAMAZOO 403 (B) PLAN403b$6.4M3462025
001THE HERITAGE COMMUNITY OF KALAMAZOO SAVINGS PLANProfitSharing$242K3462025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HERITAGE COMMUNITY OF KALAMAZOO WELFARE BENEFIT PLANMixedBLUE CARE NETWORK OF MICHIGAN$1.2M2362025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica