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Sponsor portfolio

OAK ELECTRIC SERVICE, INC.

EIN 38-3493492-construction-Latest filing 2025
Plans
2
Retirement
1
$5.3M assets
Welfare
1
$1.3M premiums
Participants
571
4315 DIXIE HIGHWAY - WATERFORD, MI 48329248-459-9318oakelectric.comLinkedIn51-200 employeesconstruction
Plans on this EIN
2 filings
#001401k-$5.3M - 385 part#502Fully Insured-$1.3M - 268 lives

Benefits portfolio analytics

1 plan / $1.3M premiums / 268 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.1M
  • Prescription drug$1.1M
  • Other$121K
  • Life$119K
  • Short-term disability$119K
  • Long-term disability$119K
  • +2 more
Total $1.3M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
82%top
  • PRIORITY HEALTH82%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY9%
  • DELTA DENTAL OF CALIFORNIA7%
  • NGL1%
  • PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD0%
Total $1.3M5 slices

Broker market share

Schedule A broker compensation

Split broker
61%top
  • DOUGLAS H ROEHM61%
  • STRATEGIC SERVICES GROUP14%
  • MARIANNE FARLEY12%
  • HYLANT GROUP INC6%
  • AFFILIATED AGENCIES LLC5%
  • +2 more
Total $72K7 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

OAK ELECTRIC SERVICE INC EMPLOYEES 401(K) PROFIT SHARING PLAN

401k

Assets$5.3M
Participants385
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

OAK ELECTRIC SERVICE, INC. EMPLOYEE BENEFITS PLAN

Fully Insured - PRIORITY HEALTH

Premiums$1.3M
Covered lives268
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001OAK ELECTRIC SERVICE INC EMPLOYEES 401(K) PROFIT SHARING PLAN401k$5.3M3852024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502OAK ELECTRIC SERVICE, INC. EMPLOYEE BENEFITS PLANFully InsuredPRIORITY HEALTH$1.3M2682025
Retirement plans
Welfare plans
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