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Sponsor portfolio

DORNERWORKS HOLDINGS, INC.

EIN 38-3534524-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
3
Retirement
2
$9.9M assets
Welfare
1
$952K premiums
Participants
265
3445 LAKE EASTBROOK BLVD SE - GRAND RAPIDS, MI 49546616-245-8369
Plans on this EIN
3 filings
#002401k-$9.7M - 106 part#003ESOP-$160K - 59 part#501Fully Insured-$952K - 205 lives

Retirement portfolio analytics

2 plans aggregated / $9.9M assets / 165 participants

Assets by plan

Share of aggregate retirement assets

98%top
  • DORNERWORKS 401(K) (#002)98%
  • EMPLOYEE STOCK OWNERSHIP (#003)2%
Total $9.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DORNERWORKS 401(K) (#002)106
  • EMPLOYEE STOCK OWNERSHIP (#003)59
Total 165Click row to drill in

Benefits portfolio analytics

1 plan / $952K premiums / 205 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$839K
  • Prescription drug$839K
  • Dental$74K
  • Life$38K
  • Short-term disability$38K
  • Long-term disability$38K
  • +2 more
Total $952K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • BLUE CROSS OF CALIFORNIA88%
  • DELTA DENTAL OF CALIFORNIA7%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA4%
  • STARMOUNT LIFE INSURANCE COMPANY1%
Total $952K4 slices

Broker market share

Schedule A broker compensation

Split broker
72%top
  • MAX RISPLER72%
  • HYLANT GROUP INC24%
  • CENTRO BENEFITS RESEARCH LLC3%
Total $56K3 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

DORNERWORKS 401(K) PLAN

401k

Assets$9.7M
Participants106
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

DORNERWORKS EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$160K
Participants59
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

DORNERWORKS WELFARE BENEFIT PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF MICHIGAN

Premiums$952K
Covered lives205
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002DORNERWORKS 401(K) PLAN401k$9.7M1062024
003DORNERWORKS EMPLOYEE STOCK OWNERSHIP PLANESOP$160K592025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501DORNERWORKS WELFARE BENEFIT PLANFully InsuredBLUE CROSS BLUE SHIELD OF MICHIGAN$952K2052024
Retirement plans
Welfare plans
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