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Sponsor portfolioTH

COMMONWEALTH ASSOCIATES INC.

EIN 38-2809676-utilities-Latest filing 2024
Plans
3
Retirement
1
$46.5M assets
Welfare
2
$2.7M premiums
Participants
1,624
245 W MICHIGAN AVE - JACKSON, MI 49201517-788-3000cai-engr.comLinkedIn201-500 employeesutilities
Plans on this EIN
3 filings
#001401k-$46.5M - 327 part#501Fully Insured-$2.3M - 460 lives#502Mixed-$431K - 482 lives

Benefits portfolio analytics

2 plans / $2.7M premiums / 942 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.3M
  • Vision$2.3M
  • Prescription drug$2.3M
  • Other$431K
  • Dental$417K
  • Life$417K
  • +1 more
Total $2.7M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
72%top
  • BLUE CROSS OF CALIFORNIA72%
  • PRINCIPAL LIFE INSURANCE COMPANY16%
  • BLUE CARE NETWORK OF MICHIGAN12%
  • ULLIANCE, INC.0%
  • ARAG INSURANCE COMPANY0%
Total $2.7M5 slices

Broker market share

Schedule A broker compensation

Split broker
62%top
  • REBECCA A MCLAUGHLAN62%
  • MARSH & MCLENNAN AGENCY LLC38%
Total $106K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

COMMONWEALTH ASSOCIATES INC. 401K PROFIT SHARING PLAN

401k

Assets$46.5M
Participants327
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

COMMONWEALTH ASSOCIATES CAFETERIA PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF MICHIGAN

Premiums$2.3M
Covered lives460
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

COMMONWEALTH ASSOCIATES INSURANCE PLAN

Mixed - PRINCIPAL LIFE INSURANCE COMPANY

Premiums$431K
Covered lives482
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001COMMONWEALTH ASSOCIATES INC. 401K PROFIT SHARING PLAN401k$46.5M3272024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501COMMONWEALTH ASSOCIATES CAFETERIA PLANFully InsuredBLUE CROSS BLUE SHIELD OF MICHIGAN$2.3M4602024
502COMMONWEALTH ASSOCIATES INSURANCE PLANMixedPRINCIPAL LIFE INSURANCE COMPANY$431K4822024
Retirement plans
Welfare plans
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