Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.9M
- Prescription drug$2.9M
- Dental$500K
- Vision$500K
- Life$500K
- Short-term disability$500K
- +2 more
Sponsor portfolio
SPENDMEND, LLC
EIN 45-3436164management consultingLatest filing 2025
Plans
2
Retirement
1
$19.6M assets
Welfare
1
$3.4M premiums
Participants
819
2680 HORIZON DRIVE SE - GRAND RAPDIS, MI 49546616-257-6312spendmend.comLinkedIn201-500 employeesmanagement consulting
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $3.4M premiums / 532 covered livesCarrier market share
Premium dollars by Schedule A carrier
85%top
- BLUE CROSS OF CALIFORNIA85%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA15%
Broker market share
Schedule A broker compensation
53%top
- LOCKTON COMPANIES, LLC53%
- ELAINE C. COFFMAN47%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SPENDMEND, LLC 401(K) PLAN
401k
Assets$19.6M
Participants425
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SPENDMEND, LLC WELFARE BENEFIT PLAN
Fully Insured - BLUE CROSS BLUE SHIELD OF MICHIGAN
Premiums$3.4M
Covered lives532
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SPENDMEND, LLC 401(K) PLAN | 401k | $19.6M | 425 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SPENDMEND, LLC WELFARE BENEFIT PLAN | Fully Insured | BLUE CROSS BLUE SHIELD OF MICHIGAN | $3.4M | 532 | 2025 |
Retirement plans
Welfare plans