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Sponsor portfolio

CARAVAN FACILITIES MANAGEMENT, LLC

EIN 38-3376680-facilities services-Latest filing 2025
Plans
3
Retirement
2
$11.1M assets
Welfare
1
$738K premiums
Participants
2,910
1400 WEISS STREET - SAGINAW, MI 48602989-484-9789caravanfm.comLinkedIn1001-5000 employeesfacilities services
Plans on this EIN
3 filings
#002401k-$6.2M - 733 part#001401k-$5.0M - 754 part#501Mixed-$738K - 1,092 lives

Retirement portfolio analytics

2 plans aggregated / $11.1M assets / 1,487 participants

Assets by plan

Share of aggregate retirement assets

55%top
  • MANAGEMENT UNION 401(K) (#002)55%
  • NON UNION 401(K) (#001)45%
Total $11.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • NON UNION 401(K) (#001)754
  • MANAGEMENT UNION 401(K) (#002)733
Total 1,487Click row to drill in

Benefits portfolio analytics

1 plan / $738K premiums / 1,092 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$738K
  • Short-term disability$738K
  • Long-term disability$738K
  • Other$738K
Total $738K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • PRINCIPAL LIFE INSURANCE COMPANY100%
Total $738K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • SAVAGE & ASSOCIATES INC100%
Total $76K1 slice

Plan deep-dives

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

CARAVAN FACILITIES MANAGEMENT UNION 401(K) PLAN

401k

Assets$6.2M
Participants733
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

CARAVAN FACILITIES MANAGEMENT NON UNION 401(K) PLAN

401k

Assets$5.0M
Participants754
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CARAVAN FACILITIES MANAGEMENT, LLC EMPLOYEE BENEFITS PLAN

Mixed - PRINCIPAL LIFE INSURANCE COMPANY

Premiums$738K
Covered lives1,092
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002CARAVAN FACILITIES MANAGEMENT UNION 401(K) PLAN401k$6.2M7332024
001CARAVAN FACILITIES MANAGEMENT NON UNION 401(K) PLAN401k$5.0M7542024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CARAVAN FACILITIES MANAGEMENT, LLC EMPLOYEE BENEFITS PLANMixedPRINCIPAL LIFE INSURANCE COMPANY$738K1,0922025
Retirement plans
Welfare plans
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