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  2. ALLEN EDWIN RESIDENTIAL BUILDERS, LLC
Sponsor portfolio

ALLEN EDWIN RESIDENTIAL BUILDERS, LLC

EIN 87-3517408-Latest filing 2025
Plans
2
Retirement
1
$17.7M assets
Welfare
1
$1.7M premiums
Participants
350
2186 E CENTRE AVE - PORTAGE, MI 490024420269-321-2610
Plans on this EIN
2 filings
#001401k-$17.7M - 167 part#501Fully Insured-$1.7M - 415 lives

Benefits portfolio analytics

1 plan / $1.7M premiums / 415 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.6M
  • Dental$113K
  • Vision$113K
  • Life$113K
Total $1.7M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • BLUE CROSS OF CALIFORNIA93%
  • PACIFIC LIFE & ANNUITY COMPANY7%
Total $1.7M2 slices

Broker market share

Schedule A broker compensation

Split broker
68%top
  • BRIAN SACKETT68%
  • HUB INTERNATIONAL MIDWEST LIMITED32%
Total $87K2 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

ALLEN EDWIN RESIDENTIAL BUILDERS 401(K) RETIREMENT PLAN

401k

Assets$17.7M
Participants167
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

2025 ALLEN EDWIN HOMES EMPLOYEE BENEFITS PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF MICHIGAN

Premiums$1.7M
Covered lives415
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ALLEN EDWIN RESIDENTIAL BUILDERS 401(K) RETIREMENT PLAN401k$17.7M1672024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
5012025 ALLEN EDWIN HOMES EMPLOYEE BENEFITS PLANFully InsuredBLUE CROSS BLUE SHIELD OF MICHIGAN$1.7M4152025
Retirement plans
Welfare plans
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