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Sponsor portfolioWelfare / HealthEIN 38-1218471

BURR OAK TOOL INC.

405 WEST SOUTH ST. · STURGIS, MI 49091
2696519393
Plans filed
3
Years active
2015–2025
Industry
NAICS 33
Latest filing
2025
Total premiums (latest)
$306K
No prior year
Persons covered
335
No prior year
Total participants
306
No prior year
Plans filed
3
No prior year

Plans under this sponsor

3 plans
Plan #580$306K
BURR OAK TOOL INC. EMPLOYEES WELFARE BENEFIT PLAN
MEWA335 covered·3 carriers
Primary: RELIANCE STANDARD LIFE INSURANCE COMPANY
Plan #503$200K
BURR OAK TOOL INC. EMPLOYEES LIFE INSURANCE PLAN
Fully insured387 covered·1 carrier
Primary: SYMETRA LIFE INSURANCE COMPANY
Plan #504$200K
BURR OAK TOOL INC. EMPLOYEES LONG-TERM DISABILITY PLAN
Fully insured387 covered·1 carrier
Primary: SYMETRA LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$277K35.1%
Life$242K30.7%
Long-term disability$242K30.7%
Vision$28K3.6%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
RELIANCE STANDARD LIFE INSURANCE COMPANY
EIN 360883760
LLTDOth
$242K79.2%11335
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 042381280
Oth
$35K11.5%1197
STARMOUNT LIFE INSURANCE COMPANY
EIN 720977315
V
$28K9.3%11186

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
GIBSON INSURANCE AGENCY, INC.SOUTH BEND, INUNUM INSURANCE COMPANY, STARMOUNT LIFE INSURANCE COMPANY, RELIANCE STANDARD LIFE INSURANCE COMPANY$40K$10K$49K73.3%1
JAMES R NELLIGAN & ASSOCIATES LLCWALL, NJSTARMOUNT LIFE INSURANCE COMPANY, RELIANCE STANDARD LIFE INSURANCE COMPANY$0$18K$18K26.7%1

History & trajectory

11 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
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