# ETNA SHARED SERVICES WELFARE PLAN

Health and welfare plan sponsored by **ETNA SHARED SERVICES, LLC**. Form 5500 filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | ETNA SHARED SERVICES, LLC |
| EIN | 201951356 |
| Plan number | 503 |
| Plan year | 2025 |
| Location | GRAND RAPIDS, MI |
| Industry | Administrative and Waste Management Services |
| Funding | mewa |
| Total premiums | $2.0M |
| Participants | 594 |
| Persons covered | 975 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| BCBS OF MICHIGAN | Health, Rx, Stop-loss |
| DELTA DENTAL OF MICHIGAN | Dental |
| SUN LIFE FINANCIAL | Life, STD, LTD, Other |
| VISION SERVICE PLAN (VSP) | Vision |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Other |

## Brokers

| Broker | Placed with |
|---|---|
| WESLEY SPENCER | BLUE CROSS BLUE SHIELD OF MICHIGAN |
| MARC J LASCESKI | BLUE CROSS BLUE SHIELD OF MICHIGAN |
| OSWALD COMPANIES | BLUE CROSS BLUE SHIELD OF MICHIGAN |
| LOXLEY GROUP, LLC | DELTA DENTAL OF MICHIGAN |
| OSWALD COMPANIES | DELTA DENTAL OF MICHIGAN |
| OSWALD COMPANIES | SUN LIFE ASSURANCE COMPANY OF CANADA |
| SYMPL BENEFITS INSURANCE AGENCY | SUN LIFE ASSURANCE COMPANY OF CANADA |
| CENTRO BENEFITS RESEARCH LLC | SUN LIFE ASSURANCE COMPANY OF CANADA |
| OSWALD COMPANIES | VISION SERVICE PLAN |
| LOXLEY GROUP, LLC | VISION SERVICE PLAN |
| MARY LOU TAYLOR | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| LAURA ANN MCGINNIS | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| DAVID L SMELCER | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| DIANNA LYNN ATCHISON | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |

## About this data

- Source: public Form 5500 filings from the U.S. Department of Labor (EBSA), rebuilt on each DOL release.
- Full page (charts, history, peer benchmarks, fees, contacts): https://planoptica.com/welfare/201951356-503
- Cite as: PlanOptica, https://planoptica.com/welfare/201951356-503
- More: https://planoptica.com/llms.txt · API waitlist: https://planoptica.com/developers