Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.3M
- Life$451K
- Short-term disability$451K
- Dental$441K
- Vision$441K
- Long-term disability$441K
- +1 more
Sponsor portfolio
W AND P MANAGEMENT, LLC
EIN 38-3639540human resourcesLatest filing 2025
Plans
2
Retirement
1
$29.0M assets
Welfare
1
$3.7M premiums
Participants
886
46061 VAN DYKE AVE - UTICA, MI 483175375586-731-7240wandpmanagement.comLinkedIn501-1000 employeeshuman resources
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $3.7M premiums / 687 covered livesCarrier market share
Premium dollars by Schedule A carrier
88%top
- BLUE CROSS OF CALIFORNIA88%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA12%
- UNUM LIFE INSURANCE COMPANY OF AMERICA0%
- METROPOLITAN LIFE INSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
62%top
- STEVEN HARDIN62%
- WILSHIRE BENEFITS GROUP INC35%
- BROWN & BROWN INSURANCE SERVICES3%
- JOANNE M FREDERICK0%
- MICHELLE LIVINGSTON0%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
W&P MANAGEMENT PROFIT SHARING AND 401(K) PLAN
401k
Assets$29.0M
Participants540
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
W AND P MANAGEMENT GROUP INSURANCE PLAN
Fully Insured - BLUE CROSS BLUE SHIELD OF MICHIGAN
Premiums$3.7M
Covered lives687
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | W&P MANAGEMENT PROFIT SHARING AND 401(K) PLAN | 401k | $29.0M | 540 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | W AND P MANAGEMENT GROUP INSURANCE PLAN | Fully Insured | BLUE CROSS BLUE SHIELD OF MICHIGAN | $3.7M | 687 | 2025 |
Retirement plans
Welfare plans