Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$25K
- Long-term disability$17K
- Other$17K
- Short-term disability$7K
- Vision$5K
Sponsor portfolio
SURLY BREWING CO.
EIN 20-1385809food & beveragesLatest filing 2025
Plans
2
Retirement
1
$5.9M assets
Welfare
1
$30K premiums
Participants
505
4811 DUNSHARME DRIVE - BROOKLYN CENTER, MN 55429763-535-3330surlybrewing.comLinkedIn201-500 employeesfood & beverages
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $30K premiums / 148 covered livesCarrier market share
Premium dollars by Schedule A carrier
58%top
- UNITED OF OMAHA LIFE INSURANCE COMPANY58%
- UNUM LIFE INSURANCE COMPANY OF AMERICA25%
- EYEMED VISION CARE17%
Broker market share
Schedule A broker compensation
87%top
- BROWN & BROWN INSURANCE SERVICES87%
- LORI OLSON5%
- KELLY CAROLE LARSON4%
- JILL R LAMBERT1%
- NATIONAL ENROLLMENT PARTNERS LLC1%
- +2 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SURLY BREWING CO. 401(K) PLAN
401k
Assets$5.9M
Participants357
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505
SURLY BREWING CO. WRAP PLAN
Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$30K
Covered lives148
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SURLY BREWING CO. 401(K) PLAN | 401k | $5.9M | 357 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 505 | SURLY BREWING CO. WRAP PLAN | Mixed | UNITED OF OMAHA LIFE INSURANCE COMPANY | $30K | 148 | 2025 |
Retirement plans
Welfare plans