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Sponsor portfolioWelfare / HealthEIN 99-1368473
SERRA TRAVERSE CITY M HOLDING
1621 SOUTH GARFIELD AVENUE · TRAVERSE CITY, MI 49686
2319476190
- Plans filed
- 1
- Years active
- 2024–2025
- Industry
- NAICS 44
- Latest filing
- 2025
Total premiums (latest)
$1.5M
No prior year
Persons covered
262
No prior year
Total participants
188
No prior year
Plans filed
1
No prior year
Plans under this sponsor
1 plan
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $1.2M | 42.7% | |
| Dental | $280K | 9.6% | |
| Vision | $280K | 9.6% | |
| Life | $280K | 9.6% | |
| Short-term disability | $280K | 9.6% | |
| Long-term disability | $280K | 9.6% | |
| Other | $280K | 9.6% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 383291563 | H | $1.2M | 81.7% | 1 | 1 | 262 |
EIN 135123390 | DVLSTDLTDOth | $280K | 18.3% | 1 | 1 | 174 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| MICHIGAN PLANNERS, INC. | WASHINGTON, MI | GUARDIAN, ALLIANCE HEALTH AND LIFE INSURANCE COMPANY | $54K | $947 | $55K | 100.0% | 1 |
History & trajectory
2 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