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  2. CLM ENTERPRISES, INC.
Sponsor portfolio

CLM ENTERPRISES, INC.

EIN 90-0663720-marketing and advertising-Latest filing 2025
Plans
2
Retirement
1
$2.1M assets
Welfare
1
$794K premiums
Participants
364
1971 EAST BELTLINE AVE., NE, SUITE 216 - GRAND RAPIDS, MI 49525616-575-0216clmstyle.comLinkedIn1-10 employeesmarketing and advertising
Plans on this EIN
2 filings
#001401k-$2.1M - 204 part#501Fully Insured-$794K - 167 lives

Benefits portfolio analytics

1 plan / $794K premiums / 167 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$635K
  • Prescription drug$635K
  • Life$89K
  • Short-term disability$89K
  • Long-term disability$89K
  • Other$89K
  • +2 more
Total $794K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
79%top
  • BLUE CARE NETWORK OF MICHIGAN79%
  • AMERICAN UNITED LIFE INSURANCE COMPANY11%
  • DELTA DENTAL OF CALIFORNIA8%
  • EYEMED VISION CARE1%
  • BLUE CROSS OF CALIFORNIA1%
Total $794K5 slices

Broker market share

Schedule A broker compensation

Split broker
55%top
  • LINNEA L. HOEKWATER55%
  • HUB INTERNATIONAL MIDWEST LIMITED41%
  • BENEFIT PROFILES INC3%
  • TRICOAST ADVISORS LLC0%
Total $52K4 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

CLM ENTERPRISES, INC. 401(K) PLAN

401k

Assets$2.1M
Participants204
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CLM ENTERPRISES HEALTH & WELFARE PLAN

Fully Insured - BLUE CARE NETWORK OF MICHIGAN

Premiums$794K
Covered lives167
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CLM ENTERPRISES, INC. 401(K) PLAN401k$2.1M2042025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CLM ENTERPRISES HEALTH & WELFARE PLANFully InsuredBLUE CARE NETWORK OF MICHIGAN$794K1672025
Retirement plans
Welfare plans
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