Sponsor portfolio

HIGH STREET INSURANCE PARTNERS, INC.

EIN 83-0860475Finance and InsuranceLatest filing 2024

Plans

Retirement

$147.5M assets

Welfare

$19.9M premiums

Participants

6,066

601 FIFTH STREET NW, SUITE 500 - GRAND RAPIDS, MI 49504616-465-2181

Plans on this EIN

2 filings

#001401k-$147.5M - 2,495 part #501Mixed-$19.9M - 3,334 lives

Benefits portfolio analytics

1 plan / $19.9M premiums / 3,334 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

Health$17.3M
Prescription drug$17.3M
Other$1.4M
Life$1.4M
Short-term disability$1.4M
Long-term disability$1.4M
+1 more

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor

87%top

PRIORITY HEALTH87%
HARTFORD LIFE AND ACCIDENT7%
DELTA DENTAL OF CALIFORNIA6%
METROPOLITAN LIFE INSURANCE COMPANY0%

Broker market share

Schedule A broker compensation

Split broker

54%top

HEATHER ENGEL54%
CASSANDRA HAWKINS18%
FLINN FINANCIAL, INC.15%
JAMES R NELLIGAN & ASSOCIATES LLC12%
HIGH POINT ALLIANCE1%

Plan deep-dives

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

Retirement#001

HIGH STREET INSURANCE PARTNERS 401(K) PLAN

401k

Assets$147.5M

Participants2,495

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Welfare#501