PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. BLUEROCK REAL ESTATE HOLDINGS, LLC

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 26-3446021

BLUEROCK REAL ESTATE HOLDINGS, LLC

27777 FRANKLIN ROAD, SUITE 900 · SOUTHFIELD, MI 48034
2482265700
Plans filed
1
Years active
2018–2024
Industry
NAICS 53
Latest filing
2024
Total premiums (latest)
$2.9M
No prior year
Persons covered
336
No prior year
Total participants
157
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$2.9M
BLUEROCK REAL ESTATE HOLDINGS, LLC WELFARE BENEFIT PLAN
Fully insured336 covered·3 carriers
Primary: BLUE CROSS BLUE SHIELD OF MICHIGAN

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$2.6M44.0%
Prescription drug$2.6M44.0%
Dental$179K3.0%
Vision$179K3.0%
Life$91K1.5%
Short-term disability$91K1.5%
Long-term disability$91K1.5%
Other$91K1.5%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 382069753
HRx
$2.6M90.7%11336
STANDARD INSURANCE COMPANY
EIN 930242990
DV
$179K6.1%11139
UNITED OF OMAHA LIFE INSURANCE COMPANY
EIN 470322111
LSTDLTDOth
$91K3.1%11157

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
RICHARD DUCHARMEFORT LAUDERDALE, FLBLUE CROSS BLUE SHIELD OF MICHIGAN$47K$0$47K40.1%1
BROWN & BROWN INSURANCE SERVICESFORT LAUDERDALE, FLUNITED OF OMAHA LIFE INSURANCE COMPANY, STANDARD INSURANCE COMPANY$32K$6K$38K32.1%1
TERRI JAMESFORT LAUDERDALE, FLBLUE CROSS BLUE SHIELD OF MICHIGAN$33K$0$33K27.8%1

History & trajectory

7 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica