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Sponsor portfolio

DIETZ MANAGEMENT COMPANY

EIN 38-3217314-Latest filing 2025
Plans
2
Retirement
1
$4.4M assets
Welfare
1
$1.2M premiums
Participants
264
2075 WEST BIG BEAVER ROAD, SUITE 100 - TROY, MI 48084248-341-3990
Plans on this EIN
2 filings
#001401k-$4.4M - 174 part#501Fully Insured-$1.2M - 212 lives

Benefits portfolio analytics

1 plan / $1.2M premiums / 212 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.2M
  • Dental$1.2M
  • Vision$1.2M
  • Prescription drug$1.2M
  • Life$74K
  • Short-term disability$74K
  • +2 more
Total $1.2M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • BLUE CROSS OF CALIFORNIA94%
  • METROPOLITAN LIFE INSURANCE COMPANY6%
Total $1.2M2 slices

Broker market share

Schedule A broker compensation

Split broker
67%top
  • BRADLEY J. GARDNER67%
  • HYLANT GROUP INC27%
  • CENTRO BENEFITS RESEARCH LLC6%
Total $58K3 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

DIETZ PROPERTY GROUP 401(K) PLAN

401k

Assets$4.4M
Participants174
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

DIETZ PROPERTY GROUP WELFARE BENEFIT PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF MICHIGAN

Premiums$1.2M
Covered lives212
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001DIETZ PROPERTY GROUP 401(K) PLAN401k$4.4M1742024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501DIETZ PROPERTY GROUP WELFARE BENEFIT PLANFully InsuredBLUE CROSS BLUE SHIELD OF MICHIGAN$1.2M2122025
Retirement plans
Welfare plans
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