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  2. SUNDANCE, INC.
Sponsor portfolio

SUNDANCE, INC.

EIN 38-3284710-Latest filing 2025
Plans
2
Retirement
1
$7.2M assets
Welfare
1
$4.1M premiums
Participants
2,429
7915 KENSINGTON COURT - BRIGHTON, MI 48116248-466-0100
Plans on this EIN
2 filings
#001401k-$7.2M - 2,054 part#550Fully Insured-$4.1M - 489 lives

Benefits portfolio analytics

1 plan / $4.1M premiums / 489 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.8M
  • Dental$3.8M
  • Vision$3.8M
  • Prescription drug$3.8M
  • Life$286K
  • Short-term disability$226K
  • +2 more
Total $4.1M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • BLUE CROSS OF CALIFORNIA91%
  • PRINCIPAL LIFE INSURANCE COMPANY5%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA4%
  • HARTFORD LIFE AND ACCIDENT0%
Total $4.1M4 slices

Broker market share

Schedule A broker compensation

Split broker
69%top
  • KATHERINE C WOOD69%
  • KAPNICK & COMPANY, INC.19%
  • MICAH S WIDDER6%
  • TRAVIS PORTA4%
  • CENTRO BENEFITS RESEARCH LLC2%
  • +1 more
Total $166K6 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

TEAM LYDERS RETIREMENT PLAN

401k

Assets$7.2M
Participants2,054
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#550

SUNDANCE, INC. FLEXIBLE BENEFIT PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF MICHIGAN

Premiums$4.1M
Covered lives489
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001TEAM LYDERS RETIREMENT PLAN401k$7.2M2,0542024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
550SUNDANCE, INC. FLEXIBLE BENEFIT PLANFully InsuredBLUE CROSS BLUE SHIELD OF MICHIGAN$4.1M4892025
Retirement plans
Welfare plans
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