Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$804K
- Other$648K
- Long-term disability$625K
- Vision$261K
Sponsor portfolioTH
HAGERTY INSURANCE AGENCY, LLC
EIN 88-0268247Latest filing 2025
Plans
2
Retirement
1
$162.6M assets
Welfare
1
$1.1M premiums
Participants
3,726
141 RIVER'S EDGE DR, SUITE 200 - TRAVERSE CITY, MI 49684231-933-3776
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.1M premiums / 2,916 covered livesCarrier market share
Premium dollars by Schedule A carrier
57%top
- UNITED OF OMAHA LIFE INSURANCE COMPANY57%
- EYEMED VISION CARE24%
- METROPOLITAN LIFE INSURANCE COMPANY16%
- CURALINC HEALTHCARE2%
Broker market share
Schedule A broker compensation
67%top
- ADVANTAGE BENEFITS GROUP67%
- NEXT FINANCIAL GROUP, INC.33%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
HAGERTY INSURANCE AGENCY, LLC EMPLOYEE' 401(K) PLAN
401k
Assets$162.6M
Participants2,038
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
HAGERTY INSURANCE AGENCY, LLC WELFARE BENEFIT PLAN
Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$1.1M
Covered lives2,916
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HAGERTY INSURANCE AGENCY, LLC EMPLOYEE' 401(K) PLAN | 401k | $162.6M | 2,038 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | HAGERTY INSURANCE AGENCY, LLC WELFARE BENEFIT PLAN | Mixed | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1.1M | 2,916 | 2025 |
Retirement plans
Welfare plans