PlanOptica
Pricing
Sign inSign up free
  1. Companies/
  2. SANFORD
Sponsor portfolioTH

SANFORD

EIN 27-1218956-Latest filing 2025
Plans
2
Retirement
1
$3.60B assets
Welfare
1
$14.3M premiums
Participants
86,093
801 BROADWAY N - FARGO, ND 58102877-243-1372
Plans on this EIN
2 filings
#002401k-$3.60B - 40,431 part#517Mixed-$14.3M - 43,741 lives

Benefits portfolio analytics

1 plan / $14.3M premiums / 43,741 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Short-term disability$6.4M
  • Health$5.7M
  • Vision$5.5M
  • Life$2.0M
  • Long-term disability$2.0M
  • Prescription drug$1.3M
  • +1 more
Total $14.3M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
39%top
  • VISION SERVICE PLAN39%
  • AMERICAN HERITAGE LIFE INSURANCE COMPANY31%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA14%
  • HAWAII MEDICAL SERVICE ASSOCIATION7%
  • PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD7%
  • +2 more
Total $14.3M7 slices

Broker market share

Schedule A broker compensation

Split broker
81%top
  • MARSH & MCLENNAN AGENCY LLC81%
  • KEELER & ASSOCIATES14%
  • BRADLEY L WALKER2%
  • WILLIAM J WALKER1%
  • PLANSOURCE BENEFIT ADMINISTRATION1%
  • +3 more
Total $1.8M8 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

SANFORD RETIREMENT SAVINGS PLAN

401k

Assets$3.60B
Participants40,431
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#517

SANFORD HEALTH AND WELFARE BENEFITS PLAN

Mixed - VISION SERVICE PLAN

Premiums$14.3M
Covered lives43,741
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002SANFORD RETIREMENT SAVINGS PLAN401k$3.60B40,4312024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
517SANFORD HEALTH AND WELFARE BENEFITS PLANMixedVISION SERVICE PLAN$14.3M43,7412025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, 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
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica