PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. CLASS VALUATION, 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 32-0285326

CLASS VALUATION, LLC

2600 BELLINGHAM DRIVE · TROY, MI 48083
2489559580
Plans filed
1
Years active
2018–2025
Industry
NAICS 53
Latest filing
2025
Total premiums (latest)
$7.1M
No prior year
Persons covered
935
No prior year
Total participants
617
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$7.1M
CLASS VALUATION HEALTH AND WELFARE PLAN
Fully insured935 covered·6 carriers
Primary: BLUE CROSS BLUE SHIELD OF MICHIGAN

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$6.2M44.6%
Prescription drug$6.2M44.6%
Other$469K3.4%
Life$350K2.5%
Dental$316K2.3%
Short-term disability$224K1.6%
Long-term disability$80K0.6%
Vision$56K0.4%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 382069753
HRx
$6.2M87.0%11935
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
LSTDLTDOth
$531K7.5%16604
DELTA DENTAL OF CALIFORNIA
EIN 381791480
D
$316K4.4%11873
EYEMED VISION CARE
EIN 430949844
V
$56K0.8%11786
PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD
EIN 731016728
Oth
$17K0.2%1158

Broker overview

5 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MARSH & MCLENNAN AGENCY LLCTROY, MIUNUM LIFE INSURANCE COMPANY OF AMERICA, PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD, UNUM INSURANCE COMPANY, BLUE CROSS BLUE SHIELD OF MICHIGAN, EYEMED VISION CARE$105K$17K$121K56.4%1
CHRISTOPHER M BOUSCHETTROY, MIBLUE CROSS BLUE SHIELD OF MICHIGAN$56K$0$56K26.1%1
REBECCA A MCLAUGHLANTROY, MIBLUE CROSS BLUE SHIELD OF MICHIGAN$36K$0$36K16.7%1
TRACY KATZ LLCBIRMINGHAM, MIPRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD$2K$0$2K0.7%1
KAUFMAN INSURANCE & FINANCIAL GROUPFARMINGTON HILLS, MIPRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD$22$0$220.0%1

History & trajectory

8 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