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Sponsor portfolio

BOLGER LLC

EIN 26-2884864-printing-Latest filing 2025
Plans
2
Retirement
1
$28.8M assets
Welfare
1
$1.9M premiums
Participants
355
3301 COMO AVE. SE - MINNEAPOLIS, MN 554142809651-209-7292bolger.comLinkedIn51-200 employeesprinting
Plans on this EIN
2 filings
#004401k-$28.8M - 196 part#503Fully Insured-$1.9M - 217 lives

Benefits portfolio analytics

1 plan / $1.9M premiums / 217 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.6M
  • Prescription drug$1.6M
  • Life$126K
  • Short-term disability$126K
  • Long-term disability$126K
  • Other$126K
  • +2 more
Total $1.9M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • AETNA LIFE INSURANCE COMPANY88%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY7%
  • HEALTHPARTNERS INSURANCE COMPANY5%
  • EYEMED VISION CARE0%
Total $1.9M4 slices

Broker market share

Schedule A broker compensation

Split broker
95%top
  • HAYS COMPANIES, INC.95%
  • BROWN & BROWN INSURANCE SERVICES5%
Total $15K2 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

BOLGER LLC RETIREMENT SAVINGS PLAN AND TRUST

401k

Assets$28.8M
Participants196
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

BOLGER, LLC WRAP PLAN

Fully Insured - ALLINA HEALTH AND AETNA INSURANCE

Premiums$1.9M
Covered lives217
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
004BOLGER LLC RETIREMENT SAVINGS PLAN AND TRUST401k$28.8M1962025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503BOLGER, LLC WRAP PLANFully InsuredALLINA HEALTH AND AETNA INSURANCE$1.9M2172025
Retirement plans
Welfare plans
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