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Sponsor portfolioWelfare / HealthEIN 38-2467461

STEWART MANAGEMENT GROUP, INC.

20844 HARPER AVE STE 100 · HARPER WOODS, MI 48225
3138866730
Plans filed
1
Years active
2015–2025
Industry
NAICS 44
Latest filing
2025
Total premiums (latest)
$1.5M
No prior year
Persons covered
171
No prior year
Total participants
165
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$1.5M
STEWART MANAGEMENT GROUP, INC. EMPLOYEE BENEFIT PLAN
Fully insured171 covered·4 carriers
Primary: BLUE CROSS BLUE SHIELD OF MICHIGAN

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$1.3M24.8%
Prescription drug$1.3M24.8%
Dental$1.1M19.8%
Vision$1.1M19.8%
Other$200K3.7%
Short-term disability$186K3.5%
Long-term disability$186K3.5%
Life$14K0.3%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 382069753
HRxDV
$1.1M69.4%11171
BLUE CARE NETWORK OF MICHIGAN
EIN 382359234
HRx
$269K17.6%1141
AMERICAN FIDELITY ASSURANCE COMPANY
EIN 730714500
STDLTDOth
$186K12.2%1257
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
LOth
$14K0.9%11165

Broker overview

8 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
DAVID F. HUNTZICKERANN ARBOR, MIBLUE CROSS BLUE SHIELD OF MICHIGAN, BLUE CARE NETWORK OF MICHIGAN$42K$0$42K75.1%1
THOMAS KARLEGROSS POINTE, MITHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, AMERICAN FIDELITY ASSURANCE COMPANY$8K$0$8K14.7%1
KAPNICK & COMPANY, INC.ADRIAN, MIBLUE CROSS BLUE SHIELD OF MICHIGAN, BLUE CARE NETWORK OF MICHIGAN, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, AMERICAN FIDELITY ASSURANCE COMPANY$3K$3K$5K9.9%1
FLORIDA AUTOMOBILE DEALERS ASSOCTALLAHASSEE, FLAMERICAN FIDELITY ASSURANCE COMPANY$0$2K$2K3.0%1
CENTRO BENEFITS RESEARCH LLCKIRKWOOD, MOTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$293$0$2930.5%1
AUTOMOBILE DEALERS ACCESSORY CORPEAST LANSING, MIAMERICAN FIDELITY ASSURANCE COMPANY$0$178$1780.3%1
MICHIGAN AUTOMOBILE DEALERS ASSOCEAST LANSING, MIAMERICAN FIDELITY ASSURANCE COMPANY$0$8$80.0%1
ASSURANCE AGENCY LTDOKLAHOMA CITY, OKAMERICAN FIDELITY ASSURANCE COMPANY-$2K$0-$2K-3.6%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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