PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. NORTHSTAR FINANCIAL GROUP, INC.
Sponsor portfolio

NORTHSTAR FINANCIAL GROUP, INC.

EIN 38-3552452-Latest filing 2025
Plans
2
Retirement
1
$27.1M assets
Welfare
1
$3.4M premiums
Participants
550
175 THOMPSON ROAD, SUITE B - BAD AXE, MI 48413989-269-3757
Plans on this EIN
2 filings
#001401k-$27.1M - 318 part#501Mixed-$3.4M - 934 lives

Benefits portfolio analytics

1 plan / $3.4M premiums / 934 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.0M
  • Prescription drug$3.0M
  • Other$225K
  • Vision$204K
  • Life$185K
  • Short-term disability$185K
  • +1 more
Total $3.4M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
82%top
  • BLUE CROSS OF CALIFORNIA82%
  • VISION SERVICE PLAN6%
  • BLUE CARE NETWORK OF MICHIGAN6%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY5%
  • TRANSAMERICA LIFE INSURANCE COMPANY1%
Total $3.4M5 slices

Broker market share

Schedule A broker compensation

Split broker
92%top
  • HYLANT GROUP INC92%
  • SOLUTIONS N SYNC LLC8%
Total $123K2 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

NORTHSTAR FINANCIAL GROUP EMPLOYEES' 401(K) SAVINGS PLAN

401k

Assets$27.1M
Participants318
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

NORTHSTAR FINANCIAL GROUP, INC. EMPLOYEE WELFARE BENEFTIT PLAN

Mixed - BLUE CROSS BLUE SHIELD OF MICHIGAN

Premiums$3.4M
Covered lives934
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001NORTHSTAR FINANCIAL GROUP EMPLOYEES' 401(K) SAVINGS PLAN401k$27.1M3182024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501NORTHSTAR FINANCIAL GROUP, INC. EMPLOYEE WELFARE BENEFTIT PLANMixedBLUE CROSS BLUE SHIELD OF MICHIGAN$3.4M9342025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica