Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
KOOPS, INC.
EIN 38-3266325Latest filing 2025
Plans
3
Retirement
2
$64.7M assets
Welfare
1
$3.5M premiums
Participants
1,038
987 PRODUCTIONS COURT - HOLLAND, MI 49423616-796-4075
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $64.7M assets / 716 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
66%top
- (Not disclosed)66%
- DOEREN MAYHEW34%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $3.5M premiums / 739 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.1M
- Prescription drug$3.1M
- Dental$243K
- Other$136K
- Life$131K
- Long-term disability$131K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
89%top
- BLUE CROSS OF CALIFORNIA89%
- DELTA DENTAL OF CALIFORNIA7%
- LIFE INSURANCE COMPANY OF NORTH AMERICA4%
- EYEMED VISION CARE1%
- CURALINC HEALTHCARE0%
Broker market share
Schedule A broker compensation
56%top
- KEVIN D. CUMINGS56%
- BROWN & BROWN INSURANCE SERVICES36%
- STRATEGIC NON-MEDICAL SOLUTIONS LLC8%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
KOOPS, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$42.8M
Participants369
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
KOOPS INC. 401(K) PLAN
401k
Assets$21.9M
Participants347
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504
KOOPS, INC. HEALTH AND WELFARE BENEFIT PLAN
Mixed - BLUE CROSS BLUE SHIELD OF MICHIGAN
Premiums$3.5M
Covered lives739
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | KOOPS, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $42.8M | 369 | 2024 | |
| 001 | KOOPS INC. 401(K) PLAN | 401k | $21.9M | 347 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 504 | KOOPS, INC. HEALTH AND WELFARE BENEFIT PLAN | Mixed | BLUE CROSS BLUE SHIELD OF MICHIGAN | $3.5M | 739 | 2025 |
Retirement plans
Welfare plans