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Sponsor portfolioTH

MINITAB, LLC

EIN 25-1441947-computer software-Latest filing 2025
Plans
2
Retirement
1
$129.8M assets
Welfare
1
$10.0M premiums
Participants
879
1829 PINE HALL ROAD, QUALITY PLAZA - STATE COLLEGE, PA 16801814-238-3280minitab.comLinkedIn201-500 employeescomputer software
Plans on this EIN
2 filings
#004401k-$129.8M - 469 part#502Fully Insured-$10.0M - 444 lives

Benefits portfolio analytics

1 plan / $10.0M premiums / 444 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$9.0M
  • Vision$9.0M
  • Prescription drug$9.0M
  • Dental$1.0M
  • Life$1.0M
  • Short-term disability$1.0M
  • +2 more
Total $10.0M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • BLUE CROSS OF CALIFORNIA90%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA10%
Total $10.0M2 slices

Broker market share

Schedule A broker compensation

Split broker
87%top
  • ASSUREDPARTNERS87%
  • USI INSURANCE SERVICES LLC13%
Total $304K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#004

MINITAB, LLC 401(K) RETIREMENT PLAN

401k

Assets$129.8M
Participants469
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

MINITAB, LLC WELFARE PLAN

Fully Insured - HIGHMARK, INC.

Premiums$10.0M
Covered lives444
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
004MINITAB, LLC 401(K) RETIREMENT PLAN401k$129.8M4692024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502MINITAB, LLC WELFARE PLANFully InsuredHIGHMARK, INC.$10.0M4442025
Retirement plans
Welfare plans
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