PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. EDGEWOOD MANAGEMENT GROUP, LLC
Sponsor portfolio

EDGEWOOD MANAGEMENT GROUP, LLC

EIN 26-3415102-hospital & health care-Latest filing 2025
Plans
2
Retirement
1
$40.1M assets
Welfare
1
$679K premiums
Participants
5,524
PO BOX 13238 - GRAND FORKS, ND 58201701-738-2000edgewood-emg.comLinkedIn501-1000 employeeshospital & health care
Plans on this EIN
2 filings
#001401k-$40.1M - 3,226 part#501Mixed-$679K - 2,019 lives

Benefits portfolio analytics

1 plan / $679K premiums / 2,019 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$544K
  • Long-term disability$544K
  • Other$544K
  • Vision$135K
Total $679K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
80%top
  • RELIASTAR LIFE INSURANCE COMPANY80%
  • VISION SERVICE PLAN20%
Total $679K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • AP BENEFIT ADVISORS, LLC100%
Total $133K1 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

EDGEWOOD MANAGEMENT GROUP, LLC 401(K) PROFIT SHARING PLAN

401k

Assets$40.1M
Participants3,226
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

EDGEWOOD MANAGEMENT GROUP BENEFIT PLAN

Mixed - RELIASTAR LIFE INSURANCE COMPANY

Premiums$679K
Covered lives2,019
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001EDGEWOOD MANAGEMENT GROUP, LLC 401(K) PROFIT SHARING PLAN401k$40.1M3,2262024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501EDGEWOOD MANAGEMENT GROUP BENEFIT PLANMixedRELIASTAR LIFE INSURANCE COMPANY$679K2,0192025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica