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Sponsor portfolio

BURKE PORTER GROUP

EIN 81-1920948-Latest filing 2025
Plans
2
Retirement
1
$108.4M assets
Welfare
1
$2.2M premiums
Participants
2,356
52301 SHELBY PARKWAY - SHELBY TOWNSHIP, MI 48315616-234-1200
Plans on this EIN
2 filings
#003401k-$108.4M - 1,291 part#501Fully Insured-$2.2M - 1,270 lives

Benefits portfolio analytics

1 plan / $2.2M premiums / 1,270 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$1.3M
  • Life$1.3M
  • Short-term disability$1.3M
  • Long-term disability$1.3M
  • Other$1.3M
  • Health$827K
  • +2 more
Total $2.2M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
58%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA58%
  • KAISER FOUNDATION HEALTH PLAN INC38%
  • METROPOLITAN LIFE INSURANCE COMPANY4%
Total $2.2M3 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • MARSH & MCLENNAN AGENCY LLC99%
  • LOCKTON COMPANIES, LLC1%
Total $29K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

BURKE PORTER GROUP RETIREMENT AND SAVINGS PLAN

401k

Assets$108.4M
Participants1,291
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE BURKE PORTER GROUP WELFARE PLAN

Fully Insured - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$2.2M
Covered lives1,270
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003BURKE PORTER GROUP RETIREMENT AND SAVINGS PLAN401k$108.4M1,2912024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE BURKE PORTER GROUP WELFARE PLANFully InsuredSUN LIFE ASSURANCE COMPANY OF CANADA$2.2M1,2702025
Retirement plans
Welfare plans
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