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  2. POMEROY LIVING MANAGEMENT, LLC
Sponsor portfolioTH

POMEROY LIVING MANAGEMENT, LLC

EIN 81-0767408-Latest filing 2025
Plans
2
Retirement
1
$5.9M assets
Welfare
1
$2.3M premiums
Participants
1,186
5480 CORPORATE DRIVE, SUITE 130 - TROY, MI 48098248-723-2100
Plans on this EIN
2 filings
#001401k-$5.9M - 760 part#501Fully Insured-$2.3M - 426 lives

Benefits portfolio analytics

1 plan / $2.3M premiums / 426 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.0M
  • Prescription drug$2.0M
  • Dental$142K
  • Life$126K
  • Short-term disability$126K
  • Long-term disability$126K
  • +2 more
Total $2.3M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • PRIORITY HEALTH87%
  • DELTA DENTAL OF CALIFORNIA6%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY5%
  • RENAISSANCE LIFE & HEALTH INSURANCE COMPANY OF AMERICA1%
Total $2.3M4 slices

Broker market share

Schedule A broker compensation

Split broker
52%top
  • DAVID A. NURRE52%
  • USI INSURANCE SERVICES LLC37%
  • PREPARE BENEFITS, LLC11%
Total $118K3 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

POMEROY LIVING MANAGEMENT LLC 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$5.9M
Participants760
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

POMEROY LIVING MANAGEMENT LLC WELFARE BENEFIT PLAN

Fully Insured - PRIORITY HEALTH

Premiums$2.3M
Covered lives426
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001POMEROY LIVING MANAGEMENT LLC 401(K) PROFIT SHARING PLAN AND TRUST401k$5.9M7602024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501POMEROY LIVING MANAGEMENT LLC WELFARE BENEFIT PLANFully InsuredPRIORITY HEALTH$2.3M4262025
Retirement plans
Welfare plans
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