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Sponsor portfolioTH

BELFOR USA GROUP, INC.

EIN 84-1309171-Latest filing 2025
Plans
2
Retirement
1
$173.2M assets
Welfare
1
$3.4M premiums
Participants
6,756
185 OAKLAND AVENUE, SUITE 150 - BIRMINGHAM, MI 48009248-594-1144
Plans on this EIN
2 filings
#001401k-$173.2M - 2,802 part#502Fully Insured-$3.4M - 3,937 lives

Benefits portfolio analytics

1 plan / $3.4M premiums / 3,937 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$2.8M
  • Life$2.5M
  • Short-term disability$2.5M
  • Long-term disability$2.5M
  • Dental$423K
  • Vision$407K
  • +2 more
Total $3.4M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
80%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA80%
  • KAISER FOUNDATION HEALTH PLAN INC7%
  • DELTA DENTAL OF CALIFORNIA6%
  • EYEMED VISION CARE6%
  • EMPLOYEE NETWORK, INC.2%
Total $3.4M5 slices

Broker market share

Schedule A broker compensation

Split broker
82%top
  • BROWN & BROWN INSURANCE SERVICES82%
  • ROBERT C BRADLEY18%
  • BENEFIT COMMUNICATIONS INC0%
  • MARSH & MCLENNAN AGENCY LLC0%
  • CHRISTOPHER THOMAS SMITH0%
Total $498K5 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

BELFOR GROUP 401(K) PLAN

401k

Assets$173.2M
Participants2,802
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

BELFOR USA GROUP, INC. WELFARE BENEFIT PLAN

Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$3.4M
Covered lives3,937
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BELFOR GROUP 401(K) PLAN401k$173.2M2,8022024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502BELFOR USA GROUP, INC. WELFARE BENEFIT PLANFully InsuredUNUM LIFE INSURANCE COMPANY OF AMERICA$3.4M3,9372025
Retirement plans
Welfare plans
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