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Sponsor portfolio

DAHLHEIMER BEVERAGE INC

EIN 26-4312635-food & beverages-Latest filing 2025
Plans
4
Retirement
1
$15.6M assets
Welfare
3
$2.0M premiums
Participants
745
3360 CHELSEA RD W - MONTICELLO, MN 55362763-271-4377dahlheimerbeverage.comLinkedIn51-200 employeesfood & beverages
Plans on this EIN
4 filings
#001401k-$15.6M - 180 part#505Fully Insured-$1.9M - 199 lives#501Fully Insured-$93K - 193 lives#502Self Funded-0 lives

Benefits portfolio analytics

3 plans / $2.0M premiums / 392 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.7M
  • Dental$222K
  • Life$222K
  • Short-term disability$222K
  • Long-term disability$222K
  • Other$222K
Total $1.9M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • MEDICA INSURANCE COMPANY89%
  • PRINCIPAL LIFE INSURANCE COMPANY11%
Total $1.9M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • CHRISTENSEN GROUP INC100%
Total $86K1 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

DAHLHEIMER BEVERAGE LLC 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$15.6M
Participants180
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

DAHLHEIMER BEVERAGE HEALTH AND WELFARE PLAN

Fully Insured - MEDICA INSURANCE COMPANY

Premiums$1.9M
Covered lives199
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

DAHLHEIMER BEVERAGE INC ANCILLARY PLAN

Fully Insured - PRINCIPAL LIFE INSURANCE COMPANY

Premiums$93K
Covered lives193
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

DAHLHEIMER BEVERAGE INC MEDICAL PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001DAHLHEIMER BEVERAGE LLC 401(K) PROFIT SHARING PLAN AND TRUST401k$15.6M1802024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
505DAHLHEIMER BEVERAGE HEALTH AND WELFARE PLANFully InsuredMEDICA INSURANCE COMPANY$1.9M1992025
501DAHLHEIMER BEVERAGE INC ANCILLARY PLANFully InsuredPRINCIPAL LIFE INSURANCE COMPANY$93K1932024
502DAHLHEIMER BEVERAGE INC MEDICAL PLANSelf Funded-$002024
Retirement plans
Welfare plans
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