Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$175K
- Life$168K
- Long-term disability$129K
- Vision$20K
- Short-term disability$7K
Sponsor portfolio
GRADIENT FINANCIAL GROUP, LLC
EIN 26-3422329financial servicesLatest filing 2025
Plans
2
Retirement
1
$20.5M assets
Welfare
1
$195K premiums
Participants
768
4105 LEXINGTON AVENUE NORTH - ARDEN HILLS, MN 55126800-407-4137gradientfg.comLinkedIn201-500 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $195K premiums / 347 covered livesCarrier market share
Premium dollars by Schedule A carrier
86%top
- UNUM LIFE INSURANCE COMPANY OF AMERICA86%
- STARMOUNT LIFE INSURANCE COMPANY10%
- AFLAC4%
Broker market share
Schedule A broker compensation
88%top
- MARSH & MCLENNAN AGENCY LLC88%
- MJ INSURANCE12%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
GRADIENT FINANCIAL GROUP LLC 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$20.5M
Participants420
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
GRADIENT FINANCIAL GROUP, LLC EMPLOYEE BENEFITS PLAN
Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA
Premiums$195K
Covered lives347
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | GRADIENT FINANCIAL GROUP LLC 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $20.5M | 420 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | GRADIENT FINANCIAL GROUP, LLC EMPLOYEE BENEFITS PLAN | Mixed | UNUM LIFE INSURANCE COMPANY OF AMERICA | $195K | 347 | 2025 |
Retirement plans
Welfare plans