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Sponsor portfolioWelfare / HealthEIN 38-2924399

PETER BASSO ASSOCIATES, INC.

5145 LIVERNOIS · TROY, MI 48098
2488795666
Plans filed
2
Years active
2017–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$1.4M
No prior year
Persons covered
332
No prior year
Total participants
264
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #501$1.4M
PETER BASSO ASSOCIATES, INC. EMPLOYEE BENEFIT WRAP PLAN
Fully insured200 covered·5 carriers
Primary: BLUE CARE NETWORK OF MICHIGAN
Plan #502$6K
PETER BASSO ASSOCIATES, INC. EMPLOYEE ASSISTANCE PLAN
Fully insured132 covered·1 carrier
Primary: ULLIANCE, INC.

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$1.2M42.6%
Prescription drug$1.2M42.6%
Dental$92K3.3%
Other$83K3.0%
Life$77K2.8%
Short-term disability$77K2.8%
Long-term disability$77K2.8%
Vision$10K0.4%

Carrier overview

6 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CARE NETWORK OF MICHIGAN
EIN 382359234
HRx
$1.1M82.5%11196
DELTA DENTAL OF CALIFORNIA
EIN 381791480
D
$92K6.6%11200
LIFE INSURANCE COMPANY OF NORTH AMERICA
EIN 231503749
LSTDLTDOth
$77K5.6%11132
BLUE CROSS OF CALIFORNIA
EIN 382069753
HRx
$57K4.1%114
EYEMED VISION CARE
EIN 430949844
V
$10K0.7%11160
ULLIANCE, INC.
EIN 383159338
Oth
$6K0.4%11132

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
DEAN E. AUSTINBLOOMFIELD HILLS, MIBLUE CROSS BLUE SHIELD OF MICHIGAN, BLUE CARE NETWORK OF MICHIGAN, DELTA DENTAL OF MICHIGAN$59K$0$59K83.5%1
AUSTIN FINANCIAL GROUP LLCBLOOMFIELD HILLS, MILIFE INSURANCE COMPANY OF NORTH AMERICA, BLUE CROSS BLUE SHIELD OF MICHIGAN, BLUE CARE NETWORK OF MICHIGAN$10K$1K$12K16.5%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
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