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Sponsor portfolio

DAGENAIS ENTERPRISES MANAGEMENT COMPANY INC.

EIN 38-3387316-investment management-Latest filing 2025
Plans
2
Retirement
1
$16.4M assets
Welfare
1
$1.3M premiums
Participants
387
1505 NORTH LINCOLN ROAD - ESCANABA, MI 49829906-786-1600LinkedIn1-10 employeesinvestment management
Plans on this EIN
2 filings
#002ProfitSharing-$16.4M - 286 part#501Fully Insured-$1.3M - 264 lives

Benefits portfolio analytics

1 plan / $1.3M premiums / 264 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$1.2M
  • Vision$1.2M
  • Health$1.1M
  • Prescription drug$1.1M
  • Life$41K
  • Short-term disability$41K
  • +1 more
Total $1.3M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • BLUE CROSS OF CALIFORNIA89%
  • AFLAC7%
  • AMERICAN UNITED LIFE INSURANCE COMPANY3%
Total $1.3M3 slices

Broker market share

Schedule A broker compensation

Split broker
63%top
  • VINCENT J. ROSE63%
  • ACRISURE LLC25%
  • ADVANCED BENEFIT SOLUTIONS INC13%
Total $45K3 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

DAGENAIS ENTERPRISES MANAGEMENT COMPANY, INC. 401(K) & PROFIT SHARING PLAN

ProfitSharing

Assets$16.4M
Participants286
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

DAGENAIS ENTERPRISES MANAGEMENT COMPANY INC. GROUP INSURANCE PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF MICHIGAN

Premiums$1.3M
Covered lives264
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002DAGENAIS ENTERPRISES MANAGEMENT COMPANY, INC. 401(K) & PROFIT SHARING PLANProfitSharing$16.4M2862024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501DAGENAIS ENTERPRISES MANAGEMENT COMPANY INC. GROUP INSURANCE PLANFully InsuredBLUE CROSS BLUE SHIELD OF MICHIGAN$1.3M2642025
Retirement plans
Welfare plans
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