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Sponsor portfolio

THEORIA MEDICAL PLLC

EIN 83-0826814-hospital & health care-Latest filing 2025
Plans
3
Retirement
1
$4.1M assets
Welfare
2
$2.7M premiums
Participants
1,095
41800 W 11 MILE ROAD, SUITE 109 - NOVI, MI 48375248-660-1220theoriamedical.comLinkedIn1001-5000 employeeshospital & health care
Plans on this EIN
3 filings
#001401k-$4.1M - 609 part#501Fully Insured-$2.7M - 483 lives#502Fully Insured-$12K - 280 lives

Benefits portfolio analytics

2 plans / $2.7M premiums / 763 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.7M
  • Dental$2.7M
  • Vision$2.7M
  • Prescription drug$2.7M
  • Life$12K
  • Other$12K
Total $2.7M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
100%top
  • BLUE CROSS OF CALIFORNIA100%
  • DEARBORN LIFE INSURANCE COMPANY0%
Total $2.7M2 slices

Broker market share

Schedule A broker compensation

Split broker
57%top
  • KEVIN MCDANIEL57%
  • CHRIS CHENG40%
  • PAYCHEX INSURANCE AGENCY, INC.3%
  • LOCKTON COMPANIES, LLC1%
Total $87K4 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

THEORIA MEDICAL PLLC 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$4.1M
Participants609
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HEALTH PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF MICHIGAN

Premiums$2.7M
Covered lives483
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

LIFE INSURANCE

Fully Insured - DEARBORN LIFE INSURANCE COMPANY

Premiums$12K
Covered lives280
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THEORIA MEDICAL PLLC 401(K) PROFIT SHARING PLAN & TRUST401k$4.1M6092024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HEALTH PLANFully InsuredBLUE CROSS BLUE SHIELD OF MICHIGAN$2.7M4832025
502LIFE INSURANCEFully InsuredDEARBORN LIFE INSURANCE COMPANY$12K2802025
Retirement plans
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