# CLASS VALUATION HEALTH AND WELFARE PLAN

Health and welfare plan sponsored by **CLASS VALUATION, LLC**. Form 5500 filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | CLASS VALUATION, LLC |
| EIN | 320285326 |
| Plan number | 501 |
| Plan year | 2025 |
| Location | TROY, MI |
| Industry | real estate |
| Funding | fully insured |
| Total premiums | $7.1M |
| Participants | 617 |
| Persons covered | 935 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| BCBS OF MICHIGAN | Health, Rx, PPO |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life, STD, Other, LTD |
| DELTA DENTAL OF MICHIGAN | Dental |
| EYEMED VISION CARE | Vision |
| PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | Other |

## Brokers

| Broker | Placed with |
|---|---|
| CHRISTOPHER M BOUSCHET | BLUE CROSS BLUE SHIELD OF MICHIGAN |
| REBECCA A MCLAUGHLAN | BLUE CROSS BLUE SHIELD OF MICHIGAN |
| MARSH & MCLENNAN AGENCY LLC | BLUE CROSS BLUE SHIELD OF MICHIGAN |
| MARSH & MCLENNAN AGENCY LLC | DELTA DENTAL OF MICHIGAN |
| MARSH & MCLENNAN AGENCY LLC | UNUM LIFE INSURANCE COMPANY OF AMERICA |
| MARSH & MCLENNAN AGENCY LLC | EYEMED VISION CARE |
| MARSH & MCLENNAN AGENCY LLC | UNUM INSURANCE COMPANY |
| TRACY KATZ LLC | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD |
| MARSH & MCLENNAN AGENCY LLC | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD |
| KAUFMAN INSURANCE & FINANCIAL GROUP | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD |

## 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/320285326-501
- Cite as: PlanOptica, https://planoptica.com/welfare/320285326-501
- More: https://planoptica.com/llms.txt · API waitlist: https://planoptica.com/developers