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Sponsor portfolio

SFP HOLDINGS, INC.

EIN 20-5225425-Latest filing 2025
Plans
2
Retirement
1
$165.9M assets
Welfare
1
$2.8M premiums
Participants
10,025
1250 NORTHLAND DRIVE, SUITE 200 - MENDOTA HEIGHTS, MN 55120651-251-1870
Plans on this EIN
2 filings
#001401k-$165.9M - 5,289 part#501Mixed-$2.8M - 5,431 lives

Benefits portfolio analytics

1 plan / $2.8M premiums / 5,431 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$2.5M
  • Long-term disability$2.5M
  • Other$2.5M
  • Vision$310K
Total $2.8M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • HARTFORD LIFE AND ACCIDENT89%
  • EYEMED VISION CARE11%
Total $2.8M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $190K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

SUMMIT COMPANIES 401(K) PROFIT SHARING PLAN

401k

Assets$165.9M
Participants5,289
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SFP HOLDINGS, INC. COMPREHENSIVE HEALTH AND WELFARE BENEFITS PLAN

Mixed - HARTFORD LIFE AND ACCIDENT

Premiums$2.8M
Covered lives5,431
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SUMMIT COMPANIES 401(K) PROFIT SHARING PLAN401k$165.9M5,2892024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SFP HOLDINGS, INC. COMPREHENSIVE HEALTH AND WELFARE BENEFITS PLANMixedHARTFORD LIFE AND ACCIDENT$2.8M5,4312025
Retirement plans
Welfare plans
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