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Sponsor portfolio

NEW OAKLAND FAMILY CENTERS

EIN 38-3006825-Latest filing 2025
Plans
2
Retirement
1
$5.0M assets
Welfare
1
$1.2M premiums
Participants
445
6549 TOWN CENTER DRIVE, SUITE A - CLARKSTON, MI 48346248-620-6400
Plans on this EIN
2 filings
#001401k-$5.0M - 298 part#501Fully Insured-$1.2M - 203 lives

Benefits portfolio analytics

1 plan / $1.2M premiums / 203 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.1M
  • Prescription drug$1.1M
  • Dental$120K
  • Vision$120K
Total $1.2M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • BLUE CARE NETWORK OF MICHIGAN90%
  • PRINCIPAL LIFE INSURANCE COMPANY10%
Total $1.2M2 slices

Broker market share

Schedule A broker compensation

Split broker
75%top
  • ROBERT A KELLEHER75%
  • WILSHIRE BENEFITS GROUP INC25%
Total $45K2 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

NEW OAKLAND CHILD-ADOLESCENT AND FAMILY CENTER 401(K) PROFIT SHARING PLAN

401k

Assets$5.0M
Participants298
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ISMAIL B. SENDI M.D., P.C. DBA NEW OAKLAND FAMILY CENTERS HEALTH AND WELFARE BENFITS PLAN

Fully Insured - BLUE CARE NETWORK OF MICHIGAN

Premiums$1.2M
Covered lives203
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001NEW OAKLAND CHILD-ADOLESCENT AND FAMILY CENTER 401(K) PROFIT SHARING PLAN401k$5.0M2982024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ISMAIL B. SENDI M.D., P.C. DBA NEW OAKLAND FAMILY CENTERS HEALTH AND WELFARE BENFITS PLANFully InsuredBLUE CARE NETWORK OF MICHIGAN$1.2M2032025
Retirement plans
Welfare plans
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