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Sponsor portfolioWelfare / HealthEIN 38-2472025
THE CSM GROUP, INC.
600 EAST MICHIGAN, SUITE A · KALAMAZOO, MI 49007
2697465600
- Plans filed
- 2
- Years active
- 2018–2025
- Industry
- NAICS 23
- Latest filing
- 2025
Total premiums (latest)
$1.8M
No prior year
Persons covered
296
No prior year
Total participants
160
No prior year
Plans filed
2
No prior year
Plans under this sponsor
2 plans
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $1.6M | 45.0% | |
| Prescription drug | $1.6M | 45.0% | |
| Dental | $98K | 2.8% | |
| Life | $78K | 2.2% | |
| Long-term disability | $78K | 2.2% | |
| Other | $78K | 2.2% | |
| Vision | $18K | 0.5% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 382069753 | HRx | $1.6M | 89.1% | 1 | 1 | 242 |
EIN 381791480 | D | $98K | 5.5% | 1 | 1 | 296 |
EIN 470322111 | LLTDOth | $78K | 4.4% | 1 | 1 | 159 |
EIN 061227840 | V | $18K | 1.0% | 1 | 1 | 113 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| MICHELLE R. STOUFFER | GRAND RAPIDS, MI | BLUE CROSS BLUE SHIELD OF MICHIGAN | $47K | $0 | $47K | 68.0% | 1 |
| TRICOAST ADVISORS LLC | GRAND RAPIDS, MI | UNITED OF OMAHA LIFE INSURANCE COMPANY, DELTA DENTAL OF MICHIGAN, BLUE CROSS BLUE SHIELD OF MICHIGAN | $14K | $6K | $20K | 28.9% | 1 |
| HNI RISK SERVICES | GRAND RAPIDS, MI | VISION SERVICE PLAN | $2K | $0 | $2K | 3.1% | 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