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Sponsor portfolioWelfare / HealthEIN 47-1429476

EFG MANAGEMENT CO., INC.

133 WEST MAIN STREET · NORTHVILLE, MI 48167
2483449800
Plans filed
1
Years active
2019–2025
Industry
NAICS 71
Latest filing
2025
Total premiums (latest)
$1.5M
No prior year
Persons covered
690
No prior year
Total participants
797
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$1.5M
EFG MANAGEMENT CO., INC. EMPLOYEE BENEFITS PLAN
Fully insured690 covered·4 carriers
Primary: BLUE CROSS BLUE SHIELD OF MICHIGAN

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$1.3M33.1%
Prescription drug$1.3M33.1%
Vision$866K22.3%
Dental$118K3.0%
Life$82K2.1%
Short-term disability$82K2.1%
Long-term disability$82K2.1%
Other$82K2.1%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 382069753
HRxV
$866K58.2%11329
BLUE CARE NETWORK OF MICHIGAN
EIN 382359234
HRx
$423K28.4%11115
DELTA DENTAL OF CALIFORNIA
EIN 381791480
D
$118K7.9%11358
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
LSTDLTDOth
$82K5.5%11690

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
REBECCA A MCLAUGHLANTROY, MIBLUE CROSS BLUE SHIELD OF MICHIGAN, BLUE CARE NETWORK OF MICHIGAN$51K$0$51K59.1%1
MARSH & MCLENNAN AGENCY LLCTROY, MIBLUE CROSS BLUE SHIELD OF MICHIGAN, GUARDIAN LIFE INSURANCE COMPANY, BLUE CARE NETWORK OF MICHIGAN, DELTA DENTAL OF MICHIGAN$27K$6K$33K38.0%1
JAMES R NELLIGAN & ASSOCIATES LLCALBANY, NYGUARDIAN LIFE INSURANCE COMPANY$2K$0$2K2.9%1

History & trajectory

7 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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