Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$292K
- Life$292K
- Short-term disability$292K
- Long-term disability$292K
- Other$292K
- Vision$18K
Sponsor portfolioTH
GOLD STAR MORTGAGE FINANCIAL GROUP CORPORATION
EIN 38-3564305bankingLatest filing 2025
Plans
2
Retirement
1
$14.0M assets
Welfare
1
$311K premiums
Participants
930
100 PHOENIX DRIVE, SUITE 300 - ANN ARBOR, MI 48108734-669-3121goldstarfinancial.comLinkedIn201-500 employeesbanking
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $311K premiums / 428 covered livesCarrier market share
Premium dollars by Schedule A carrier
94%top
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA94%
- FIDELITY SECURITY LIFE INSURANCE COMPANY6%
Broker market share
Schedule A broker compensation
75%top
- PM GROUP BENEFIT ADVISORS II, LLC75%
- JAMES R NELLIGAN & ASSOCIATES LLC25%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
GOLD STAR MORTGAGE FINANCIAL GROUP 401(K) PLAN
401k
Assets$14.0M
Participants490
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
GOLD STAR MORTGAGE FINANCIAL GROUP CORPORATION EMPLOYEE BENEFIT PLAN
Mixed - THE GUARDIAN LIFE INSURANCE OF AMERICA
Premiums$311K
Covered lives428
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | GOLD STAR MORTGAGE FINANCIAL GROUP 401(K) PLAN | 401k | $14.0M | 490 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | GOLD STAR MORTGAGE FINANCIAL GROUP CORPORATION EMPLOYEE BENEFIT PLAN | Mixed | THE GUARDIAN LIFE INSURANCE OF AMERICA | $311K | 428 | 2025 |
Retirement plans
Welfare plans