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Sponsor portfolioTH

COLLECTIVE MEASURES, INC.

EIN 20-8508247-apparel & fashion-Latest filing 2025
Plans
3
Retirement
2
$41.0M assets
Welfare
1
$1.2M premiums
Participants
399
100 S 5TH ST SUITE 2000 - MINNEAPOLIS, MN 55402612-392-2427collectivemarketsale.comLinkedIn1-10 employeesapparel & fashion
Plans on this EIN
3 filings
#001ESOP-$33.8M - 142 part#002401k-$7.2M - 139 part#501Mixed-$1.2M - 118 lives

Retirement portfolio analytics

2 plans aggregated / $41.0M assets / 281 participants

Assets by plan

Share of aggregate retirement assets

83%top
  • EMPLOYEE STOCK OWNERSHIP (#001)83%
  • PROFIT SHARING PLAN (#002)17%
Total $41.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#001)142
  • PROFIT SHARING PLAN (#002)139
Total 281Click row to drill in

Benefits portfolio analytics

1 plan / $1.2M premiums / 118 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$1.1M
  • Life$148K
  • Short-term disability$148K
  • Long-term disability$148K
  • Other$148K
  • Vision$8K
Total $1.2M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNITED HEALTHCARE INSURANCE COMPANY100%
Total $1.2M1 slice

Broker market share

Schedule A broker compensation

Split broker
59%top
  • USI INSURANCE SERVICES LLC59%
  • MARSH & MCLENNAN AGENCY LLC41%
Total $47K2 slices

Plan deep-dives

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

NINA HALE EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$33.8M
Participants142
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

COLLECTIVE MEASURES, INC. 401(K) AND PROFIT SHARING PLAN

401k

Assets$7.2M
Participants139
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

COLLECTIVE MEASURES, INC. HEALTH & WELFARE BENEFIT PLAN

Mixed - UNITED HEALTHCARE INSURANCE COMPANY

Premiums$1.2M
Covered lives118
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001NINA HALE EMPLOYEE STOCK OWNERSHIP PLANESOP$33.8M1422024
002COLLECTIVE MEASURES, INC. 401(K) AND PROFIT SHARING PLAN401k$7.2M1392024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501COLLECTIVE MEASURES, INC. HEALTH & WELFARE BENEFIT PLANMixedUNITED HEALTHCARE INSURANCE COMPANY$1.2M1182025
Retirement plans
Welfare plans
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