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Sponsor portfolioWelfare / HealthEIN 38-1440283

DORT FINANCIAL CREDIT UNION

9048 HOLLY ROAD · GRAND BLANC, MI 48439
8107678390
Plans filed
1
Years active
2015–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$4.0M
No prior year
Persons covered
630
No prior year
Total participants
366
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$4.0M
DORT FINANCIAL CREDIT UNION WELFARE BENEFIT PLAN
Fully insured630 covered·5 carriers
Primary: PRIORITY HEALTH

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$3.1M57.0%
Life$500K9.1%
Short-term disability$500K9.1%
Long-term disability$500K9.1%
Other$500K9.1%
Dental$320K5.8%
Vision$38K0.7%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
PRIORITY HEALTH
EIN 201529553
H
$3.1M78.4%12496
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
LSTDLTDOth
$500K12.6%11378
DELTA DENTAL OF CALIFORNIA
EIN 381791480
D
$320K8.0%11630
VISION SERVICE PLAN
EIN 061227840
V
$38K1.0%11286

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MICHIGAN PLANNERS, INC.WASHINGTON, MIDELTA DENTAL OF MICHIGAN, VISION SERVICE PLAN, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$73K$22K$96K50.6%1
MICHAEL DILORENZOWASHINGTON, MIPRIORITY HEALTH INSURANCE COMPANY, PRIORITY HEALTH$93K$0$93K49.4%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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