Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$420K
- Vision$420K
- Life$420K
- Short-term disability$420K
- Other$420K
Sponsor portfolio
CARDINAL SENIOR LIVING
EIN 47-3686652Latest filing 2025
Plans
2
Retirement
1
$964K assets
Welfare
1
$420K premiums
Participants
1,646
940 MONROE AVE NW, SUITE 144 - GRAND RAPIDS, MI 49503616-376-4474
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $420K premiums / 646 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA100%
Broker market share
Schedule A broker compensation
62%top
- LOXLEY GROUP, LLC62%
- MARK S METTILLE38%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CARDINAL SENIOR MANAGEMENT 401(K) PLAN
401k
Assets$964K
Participants977
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
CARDINAL SENIOR LIVING EMPLOYMENT BENEFIT PLAN
Mixed - GUARDIAN LIFE INSURANCE
Premiums$420K
Covered lives646
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CARDINAL SENIOR MANAGEMENT 401(K) PLAN | 401k | $964K | 977 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | CARDINAL SENIOR LIVING EMPLOYMENT BENEFIT PLAN | Mixed | GUARDIAN LIFE INSURANCE | $420K | 646 | 2025 |
Retirement plans
Welfare plans