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Sponsor portfolio

MORIAH INCORPORATED DBA EISENHOWER CENTER

EIN 38-3118088-Health Care and Social Assistance-Latest filing 2025
Plans
3
Retirement
2
$27.9M assets
Welfare
1
$740K premiums
Participants
738
3200 E. EISENHOWER PARKWAY - ANN ARBOR, MI 48108734-677-0070
Plans on this EIN
3 filings
#002ESOP-$22.8M - 293 part#001401k-$5.1M - 206 part#501Fully Insured-$740K - 233 lives

Retirement portfolio analytics

2 plans aggregated / $27.9M assets / 499 participants

Assets by plan

Share of aggregate retirement assets

82%top
  • EMPLOYEE STOCK OWNERSHIP (#002)82%
  • PLAN & TRUST (#001)18%
Total $27.9MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
82%top
  • (Not disclosed)82%
  • MILLIMAN, INC.18%
Total $27.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#002)293
  • PLAN & TRUST (#001)206
Total 499Click row to drill in

Benefits portfolio analytics

1 plan / $740K premiums / 233 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$568K
  • Prescription drug$568K
  • Other$164K
  • Dental$162K
  • Life$162K
  • Short-term disability$162K
  • +2 more
Total $740K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
47%top
  • HEALTH ALLIANCE PLAN47%
  • ALLIANCE HEALTH AND LIFE INSURANCE COMPANY30%
  • EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA22%
  • NGL1%
  • PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD0%
Total $740K5 slices

Broker market share

Schedule A broker compensation

Split broker
89%top
  • KAPNICK & COMPANY, INC.89%
  • BOON CHAPMAN BENEFIT ADMINISTRATORS10%
  • LOXLEY GROUP, LLC0%
  • SCHILLER & ASSOCIATES LLC0%
  • CHRISTA G AUFDEMBERG INC0%
Total $62K5 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

MORIAH INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$22.8M
Participants293
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

EISENHOWER CENTER 401(K) PLAN & TRUST

401k

Assets$5.1M
Participants206
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MORIAH INC. DBA EISENHOWER CENTER WELFARE BENEFITS PLAN

Fully Insured - HEALTH ALLIANCE PLAN

Premiums$740K
Covered lives233
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002MORIAH INCORPORATED EMPLOYEE STOCK OWNERSHIP PLANESOP$22.8M2932025
001EISENHOWER CENTER 401(K) PLAN & TRUST401k$5.1M2062025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MORIAH INC. DBA EISENHOWER CENTER WELFARE BENEFITS PLANFully InsuredHEALTH ALLIANCE PLAN$740K2332025
Retirement plans
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