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Sponsor portfolio

PETER BASSO ASSOCIATES, INC.

EIN 38-2924399-information technology and services-Latest filing 2025
Plans
4
Retirement
2
$54.4M assets
Welfare
2
$1.4M premiums
Participants
553
5145 LIVERNOIS, SUITE 100 - TROY, MI 48098248-879-5666peterbassoassociates.comLinkedIn51-200 employeesinformation technology and services
Plans on this EIN
4 filings
#001401k-$34.8M - 157 part#002ESOP-$19.6M - 132 part#501Fully Insured-$1.4M - 200 lives#502Fully Insured-$6K - 132 lives

Retirement portfolio analytics

2 plans aggregated / $54.4M assets / 289 participants

Assets by plan

Share of aggregate retirement assets

64%top
  • PROFIT SHARING PLAN (#001)64%
  • EMPLOYEE STOCK OWNERSHIP (#002)36%
Total $54.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)157
  • EMPLOYEE STOCK OWNERSHIP (#002)132
Total 289Click row to drill in

Benefits portfolio analytics

2 plans / $1.4M premiums / 332 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.2M
  • Prescription drug$1.2M
  • Dental$92K
  • Other$83K
  • Life$77K
  • Short-term disability$77K
  • +2 more
Total $1.4M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
82%top
  • BLUE CARE NETWORK OF MICHIGAN82%
  • DELTA DENTAL OF CALIFORNIA7%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA6%
  • BLUE CROSS OF CALIFORNIA4%
  • EYEMED VISION CARE1%
  • +1 more
Total $1.4M6 slices

Broker market share

Schedule A broker compensation

Split broker
84%top
  • DEAN E. AUSTIN84%
  • AUSTIN FINANCIAL GROUP LLC16%
Total $70K2 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

PETER BASSO ASSOCIATES, INC. 401(K) AND PROFIT SHARING PLAN

401k

Assets$34.8M
Participants157
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

PETER BASSO ASSOCIATES, INC EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$19.6M
Participants132
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PETER BASSO ASSOCIATES, INC. EMPLOYEE BENEFIT WRAP PLAN

Fully Insured - BLUE CARE NETWORK OF MICHIGAN

Premiums$1.4M
Covered lives200
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

PETER BASSO ASSOCIATES, INC. EMPLOYEE ASSISTANCE PLAN

Fully Insured - ULLIANCE, INC.

Premiums$6K
Covered lives132
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001PETER BASSO ASSOCIATES, INC. 401(K) AND PROFIT SHARING PLAN401k$34.8M1572024
002PETER BASSO ASSOCIATES, INC EMPLOYEE STOCK OWNERSHIP PLANESOP$19.6M1322024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PETER BASSO ASSOCIATES, INC. EMPLOYEE BENEFIT WRAP PLANFully InsuredBLUE CARE NETWORK OF MICHIGAN$1.4M2002025
502PETER BASSO ASSOCIATES, INC. EMPLOYEE ASSISTANCE PLANFully InsuredULLIANCE, INC.$6K1322025
Retirement plans
Welfare plans
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