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Sponsor portfolio

ANGELS PLACE

EIN 38-3068201-individual & family services-Latest filing 2025
Plans
2
Retirement
1
$1.7M assets
Welfare
1
$821K premiums
Participants
252
29299 FRANKLIN RD, SUITE 2 - SOUTHFIELD, MI 48034248-350-2203angelsplace.comLinkedIn51-200 employeesindividual & family services
Plans on this EIN
2 filings
#001401k-$1.7M - 128 part#501Fully Insured-$821K - 124 lives

Benefits portfolio analytics

1 plan / $821K premiums / 124 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$696K
  • Prescription drug$696K
  • Dental$125K
  • Vision$125K
  • Life$125K
  • Short-term disability$125K
  • +2 more
Total $821K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • HEALTH ALLIANCE PLAN85%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY15%
Total $821K2 slices

Broker market share

Schedule A broker compensation

Split broker
84%top
  • WILSHIRE BENEFITS GROUP INC84%
  • HEALTH ALLIANCE ADMINISTRATORS INC12%
  • PATRIOT GROWTH INSURANCE SERVICES4%
Total $60K3 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

ANGELS' PLACE RETIREMENT SAVINGS PLAN

401k

Assets$1.7M
Participants128
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ANGELS PLACE WELFARE BENEFIT PLAN

Fully Insured - HEALTH ALLIANCE PLAN

Premiums$821K
Covered lives124
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ANGELS' PLACE RETIREMENT SAVINGS PLAN401k$1.7M1282024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ANGELS PLACE WELFARE BENEFIT PLANFully InsuredHEALTH ALLIANCE PLAN$821K1242025
Retirement plans
Welfare plans
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