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Sponsor portfolio

KOLEASECO, INC.

EIN 38-3056105-transportation/trucking/railroad-Latest filing 2024
Plans
2
Retirement
1
$2.2M assets
Welfare
1
$1.1M premiums
Participants
261
4265 CORPORATE EXCHANGE DRIVE - HUDSONVILLE, MI 49426616-896-4861koleaseco.comLinkedIn51-200 employeestransportation/trucking/railroad
Plans on this EIN
2 filings
#001401k-$2.2M - 104 part#501Fully Insured-$1.1M - 169 lives

Benefits portfolio analytics

1 plan / $1.1M premiums / 169 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$891K
  • Prescription drug$891K
  • Dental$59K
  • Short-term disability$59K
  • Life$53K
  • Other$53K
  • +1 more
Total $1.1M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
83%top
  • BLUE CARE NETWORK OF MICHIGAN83%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY12%
  • DELTA DENTAL OF CALIFORNIA4%
  • EYEMED VISION CARE1%
Total $1.1M4 slices

Broker market share

Schedule A broker compensation

Split broker
46%top
  • BRUCE J. WALDECKER46%
  • OLIVIER VANDYK INSURANCE22%
  • JOHN O'CONNOR11%
  • GROUP BENEFITS LTD10%
  • ADVANCED BENEFIT SOLUTIONS INC7%
  • +2 more
Total $57K7 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

KOLEASECO, INC. PROFIT SHARING AND RETIREMENT PLAN

401k

Assets$2.2M
Participants104
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

KOLEASECO, INC. HEALTH AND WELFARE WRAP PLAN

Fully Insured - BLUE CARE NETWORK OF MICHIGAN

Premiums$1.1M
Covered lives169
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001KOLEASECO, INC. PROFIT SHARING AND RETIREMENT PLAN401k$2.2M1042024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501KOLEASECO, INC. HEALTH AND WELFARE WRAP PLANFully InsuredBLUE CARE NETWORK OF MICHIGAN$1.1M1692024
Retirement plans
Welfare plans
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