Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$349K
- Other$341K
- Life$234K
- Long-term disability$114K
- Short-term disability$88K
- Vision$70K
Sponsor portfolio
H20 INNOVATION USA, INC
EIN 20-5584930Latest filing 2025
Plans
2
Retirement
1
$18.6M assets
Welfare
1
$962K premiums
Participants
1,821
8227 BUNKER LAKE BLVD #500 - ANOKA, MN 55303763-566-8961
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $962K premiums / 850 covered livesCarrier market share
Premium dollars by Schedule A carrier
56%top
- UNITED OF OMAHA LIFE INSURANCE COMPANY56%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY36%
- SUN LIFE ASSURANCE COMPANY OF CANADA7%
Broker market share
Schedule A broker compensation
94%top
- EDGEWOOD PARTNERS INSURANCE CENTER94%
- EA LEGACY LLC4%
- HUB INTERNATIONAL MIDWEST LIMITED2%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
H2O INNOVATION 401(K) PLAN
401k
Assets$18.6M
Participants958
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510
H20 INNOVATION HEALTH AND WELFARE BENEFIT PLAN
Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES
Premiums$962K
Covered lives850
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | H2O INNOVATION 401(K) PLAN | 401k | $18.6M | 958 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 510 | H20 INNOVATION HEALTH AND WELFARE BENEFIT PLAN | Mixed | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | $962K | 850 | 2025 |
Retirement plans
Welfare plans