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Sponsor portfolio

THE MICHAELS ORGANIZATION

EIN 47-4070382-real estate-Latest filing 2025
Plans
2
Retirement
1
$100.2M assets
Welfare
1
$6.3M premiums
Participants
5,592
TRIAD1828 CENTRE, 2 COOPER STREET, P.O. BOX 90708 - CAMDEN, NJ 08101856-596-0500tmo.comLinkedIn1001-5000 employeesreal estate
Plans on this EIN
2 filings
#001401k-$100.2M - 3,572 part#501Mixed-$6.3M - 3,870 lives

Benefits portfolio analytics

1 plan / $6.3M premiums / 3,870 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$3.5M
  • Other$2.6M
  • Life$2.4M
  • Dental$2.3M
  • Long-term disability$1.9M
  • Health$518K
  • +2 more
Total $6.3M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
56%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA56%
  • METROPOLITAN LIFE INSURANCE COMPANY38%
  • HAWAII MEDICAL SERVICE ASSOCIATION6%
  • USABLE LIFE0%
Total $6.3M4 slices

Broker market share

Schedule A broker compensation

Split broker
93%top
  • CONNER STRONG & BUCKELEW93%
  • C2 CENTRIC LLC7%
Total $538K2 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

THE MICHAELS ORGANIZATION 401(K) PLAN

401k

Assets$100.2M
Participants3,572
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE MICHAELS ORGANIZATION VOLUNTARY EMPLOYEE BENEFIT TRUST

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$6.3M
Covered lives3,870
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE MICHAELS ORGANIZATION 401(K) PLAN401k$100.2M3,5722024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE MICHAELS ORGANIZATION VOLUNTARY EMPLOYEE BENEFIT TRUSTMixedSUN LIFE ASSURANCE COMPANY OF CANADA$6.3M3,8702025
Retirement plans
Welfare plans
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